HubSpot integration with Zenoti
How to Create guests and opportunities in Zenoti from new HubSpot contacts
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 "Create guests and opportunities in Zenoti from new HubSpot contacts" 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 Zenoti integrations
Zenoti actions
Nekton can use any feature that is available in Zenoti API.
Using our advanced AI, you can easily create custom automations for Zenoti.
Here are some typical actions you can do in your automated workflows.
Create Opportunity
Creates an opportunity.
Search Guest by ID
Fetches the guest from Zenoti using the guest ID. This can be used to get details for a specific guest without uncertainty if the ID is present. This should be preferred over guest search if using seach with a Zenoti trigger.
Find Guest by ID or Create Guest
Fetches the guest from Zenoti using the guest ID. This can be used to get details for a specific guest without uncertainty if the ID is present. This should be preferred over guest search if using seach with a Zenoti trigger.
Create Guest
Creates a Guest
Search for a Guest
This API will search the nearest guest based on the search fields supplied as the query parameters. you should supply at least one search field and the value should contain at least 3 characters or 3 digits.
Find or Create Guests
This API will search the nearest guest based on the search fields supplied as the query parameters. you should supply at least one search field and the value should contain at least 3 characters or 3 digits.
About Zenoti
Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.