Hubspot

Authorizing a Hubspot New Account

The first time you use a Hubspot New card in your FLO, you will need to authorize an account.

  1. Add an Account Nickname. This should be unique, so that in the case that your teammates authorize multiple accounts, you will be able to tell them apart.
  2. Click “Create” to launch a window where you will sign in to your account and the save this configuration.

Events:

  • Company Field Updated - Start FLO when a certain field on a company is updated
  • Company Updated - Start FLO when a company is updated
  • Contact Added to List - Start FLO when a new or existing contact is added to a certain list
  • Contact Field Updated - Start FLO when a certain field on a contact is updated
  • Contact Updated - Start FLO when an existing contact is updated
  • Deal Added to Pipeline - Start FLO when a new or existing deal is added to a certain pipeline
  • Deal Field Updated - Start FLO when a certain field on a deal is updated
  • Deal Updated - Start FLO when a new deal is updated
  • New Company - Start FLO when a new company is created
  • New Contact - Start FLO when a new contact is created
  • New Deal - Start FLO when a new deal is created

Actions:

Other: