■Overview
The flow "When business card information is updated in Sansan, update the contact in Hubspot" is a business workflow that integrates the business card management service Sansan with Hubspot.
When business card information is updated in Sansan, the contact information in Hubspot is automatically kept up-to-date.
This eliminates the need for manual data updates and maintains consistency of information.
■Recommended for
■Benefits of using this template
When business card information is updated in Sansan, the contact in Hubspot is automatically updated, eliminating the need for manual update tasks.
Changes in business card information in Sansan are reflected in Hubspot, allowing you to always maintain the most up-to-date customer information.
Automation prevents human errors such as data entry mistakes or missed updates during the update process, enabling highly reliable data management.
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a custom object record is created or updated
When an order is created or updated
When an order is created
When a ticket is created
When a ticket is created or updated
When a Service is created
When a Service is created or updated
Create Contact
Retrieve Contact
Get Latest Contact IDs
Update Contact
Search Contact (Keyword Search)
Create Company
Retrieve Company Information
Retrieve Latest Company ID
Update Company
Search Company (Keyword Search)
Create Deal
Get Deal Details
Retrieve Latest Deal ID
Update Deal
Search Deals (Keyword)
Get Contact Custom Properties
Retrieve Company Custom Properties
Get Deal Custom Properties
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedForm SubmittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a custom object record is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a Service is createdWhen a Service is created or updatedWhen a Task is createdWhen a note is added to a deal
Create ContactRetrieve ContactGet Latest Contact IDsUpdate ContactSearch Contact (Keyword Search)Create CompanyRetrieve Company InformationRetrieve Latest Company IDUpdate CompanySearch Company (Keyword Search)Create DealGet Deal DetailsRetrieve Latest Deal IDUpdate DealSearch Deals (Keyword)Get Contact Custom PropertiesRetrieve Company Custom PropertiesGet Deal Custom PropertiesGet List of Contact IDsGet List of Company IDsSearch Deals (Filter Search)Update Contact Custom PropertyUpdate Company Custom PropertiesUpdate Deal Custom PropertiesCreate TicketSubmit Information to FormUpdate TicketAssociate RecordsAdd Note to ContactGet Public URL of FileGet Custom Object RecordsCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object RecordsRetrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Update Ticket Custom PropertyAdd Note to CompanyAdd Note to DealAdd Note to TicketAdd Meeting to CompanySearch multiple contacts (filter criteria)Get Ticket DetailsAdd Product Item to DealSearch Products (Filter Search)Get Owner (Representative) InformationGet List of Owners (Assignees)Search Multiple Companies (Filter Conditions)Add a Note to a Custom Object RecordRetrieve Company IDs Associated with a Specific ContactRetrieve the Custom Object Record ID Associated with a Specific DealCreate userRetrieve Service Custom PropertiesCreate Meeting LogGet ticket custom properties
Get quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate Call LogList tax ratesSearch deals (filter)Search fees (filter)Search discounts (filter)Search quote templates (filter)Add signer to quoteCreate QuoteGet line items for a dealGet line item detailsList tasksGet taskCheck object associationsGet user detailsSearch users (keyword)Search users (filter)Get subscription definitions
When business card information is registeredWhen business card information is updatedWhen business card information is updated (including tag updates)When business card information is updated (including tag updates)コンタクト情報が登録・更新されたら
Retrieve Business Card InformationRegister Business Card DataRegister Business Card ImageRetrieve Business Card ImageGet Person InformationSearch Business Card InformationList business cardsコンタクト情報の一覧を取得Retrieve Business Cards (by Updated Date Range)
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