Automatically create a new contact in Hubspot for every new client added in WHMCS. This helps you maintain an updated client list without manually entering the data, allowing you to focus on building relationships.
Whenever a new service subscription is added in WHMCS, update the respective contact's details in Hubspot. This ensures you always have current subscription information on hand for all client interactions.
When a client submits a new support ticket in WHMCS, log this activity in their Hubspot record. This gives you a full view of client interactions, allowing you to provide superior support quickly and efficiently.
Each time a client’s payment status is updated in WHMCS, record this in Hubspot. Keeping financial data and payment history accessible in one place helps you manage billing discussions seamlessly.
Log all communications sent from Hubspot to your clients in WHMCS. This ensures all relevant parties can see the client communication history, providing a consistent and informed service experience.
And much more...