HubSpot integration with Yobi
How to Add new HubSpot contacts to Yobi
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new HubSpot contacts to Yobi" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Yobi integrations
Yobi actions
Nekton can use any feature that is available in Yobi API.
Using our advanced AI, you can easily create custom automations for Yobi.
Here are some typical actions you can do in your automated workflows.
Create Yobi Task
this action creates task in your Yobi account
Create Contact
Creates contact on your Yobi account
Send SMS
send sms from yobi
Call Recording Completed
Triggers when a call recording has finished. data will have call recording url, Transcription of the call and the sentiment analysis of the call.
Missed Calls
Triggers when you have a missed call on your Yobi account.
Yobi New Task Created
Triggers when a new Task is created in Yobi.
About Yobi
With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.