Connect Email and Néctar CRM and HubSpot CRM integrations

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

Every time a new email is received with a specific label, Make will automatically look that email address up in HubSpot CRM. If that email exists it will create a log with that email. If the contact does not exist, it will create a new contact, a new deal, and a record of the email.

Every time a new Facebook Lead Ads form is submitted, Make will automatically create a HubSpot CRM contact (or update it if it already exists).

Every time a new contact is created in HubSpot CRM, Make will automatically create a new task in a ClickUp list of your choice.

Every time a HubSpot CRM contact is created, Make will automatically add a Mailchimp subscriber.

Whenever a HubSpot CRM deal is closed (the deal changes its deal stage to a value of your choice), Make will create a new row in a Microsoft 365 Excel worksheet with the deal's details and calculated sales commission.

Your Microsoft 365 Excel worksheet has to contain headers (at least 6 to see the template's default settings).

Every time a new HubSpot CRM contact is created, Make will automatically look that email up in Google Contacts. If this contact does not exist it will create a new contact. If this contact exists yet, it will update it.

When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.