HubSpot + Prefinery Integration

Automatically adds or update contact information

Automatically associates a deal with a line item

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically searches and locate contact information

Automatically retrieves a contact's information based on their ID

Automatically archive a particular contact's details for future reference

Automatically removes a particular contact from a designated list

Automatically generates a new deal with

Automatically updates deal information based on new criteria or changes

Automatically retrieves a deal by its ID

Automatically save and store deal information for future reference

Automatically connect a deal with a contact

Automatically finds and retrieves contact information using their email address

Automatically adds a contact to a predefined contact list

Automatically searches and identify the best deals based on particular criteria

Automatically logs a new engagement or interaction, such as a call, email, or meeting

Automatically searches for a deal by its name with

Automatically link a deal with a designated company

Automatically searches for and retrieve detailed information about different companies

Automatically link engagement activities to relevant contacts, companies, or deals

Automatically searches for a company using its name

Automatically searches for a contact by VID

Automatically creates tags for blog posts based on content keywords

Automatically adds a contact to a workflow

Automatically retrieves a form based on its ID

Automatically searches for a company's information based on its domain

Automatically retrieves owner information based on the provided unique Id

Automatically creates a new social media message

Automatically searches for a blog by name

Automatically removes an association

Automatically searches for a blog tag

Automatically searches for company information using their website address

Automatically retrieves a signed URL for a file

Automatically retrieves owner information based on the provided email address

Automatically retrieves detailed information about a stage in a pipeline

Automatically generates a new company profile with given details

Automatically updates company information

Automatically retrieves a company's details using its ID

Automatically archive company files and data for future reference

Automatically generates a new ticket

Automatically updates ticket information

Automatically retrieves a ticket by its ID

Automatically searches for tickets

Automatically link a support ticket to a corresponding object

Automatically archive closed tickets for better organization

Automatically creates a new task

Automatically link a task to a contact in the contact list

Automatically updates the task with new information or changes

Automatically searches for a task by title

Automatically move completed tasks to a designated archive folder

Automatically generates and launch new products

Automatically searches for products

Automatically updates product information

Automatically retrieves product information using its ID

Automatically move discontinued products to an archive folder for future reference

Automatically generates a form submission from input data

Automatically creates a new line item

Automatically retrieves a line-item from a database using its ID

Automatically store a line-item for future reference

Automatically updates the details of a line-item

Automatically searches for line items

Automatically retrieves a quote using its ID

Automatically generates and publish a new blog post

Automatically creates a new note in the particular format

Automatically adds a personalized note to a contact

Automatically adds a note to a deal

Automatically removes an email subscription

Automatically generates a new user account

Automatically removes user from mailing list

Automatically triggers rewards