OK Bluntly, Automate.io is SERIOUSLY king of the hill when it comes to Hubspot integration. Started to dig into it and see what all it would do with Hubspot. We also looked at a few other solutions (FYI all better than Zapier) Found Automate.io. We dug into it Did not do very much frankly. YOu have to use the cloud console WHICH is not a good idea. Third party add on will though (but.)Ģ) Bad one, wont save easily to google sheets. But it did notġ) create notes in hubspot. Not just failed to save if an email address already existed in Hubspot. Turns out Gravity forms did not do everything we needed for hubspot either but at least it Created OR Updated contact info. For a client, we switched to Gravity Forms from Fluent Forms as we are beginning to use Hubspot, and fluent form HubSpot support was basic. It sounds like this functionality is on their roadmap.Ĭomentarios: Ok, this may be a long read.
I can create the folders in Google Drive based on the file name in Docusign via automate.io so that get's me halfway there. The only thing that I've found so far that automate.io has been unable to do for me is to move completed documents out of Docusign and into Google Drive. Every time I've had a question, the support team has been extremely quick to respond (~5 mins) and has been able to help me understand what I was doing wrong within a short amount of time. But by far, my favorite part about automate.io has been the customer service. I could also easily determine what types of functionality would be included in the paid versions where some of the other systems made the tiers super confusing. Compared to the other products that I've trialed, Automate.io has been the most user -friendly, least buggy and most easily configurable. This is definitely the best product that I've found for doing what I need to automate our Asana workflow. We estimate that this automation is going to save one of our employee's about 30-40 hrs a week. Then use the various Asana statuses to automate the process of sending the new hire employee a welcome email, sending IT a ticket for getting the new hire's computer setup and mailed out to them, getting the new hire added to multiple existing orientation meetings, etc. Automate.io is making it possible for us to move tasks onto new projects within Asana. Comentarios: We're trying to automate the new hire onboarding experience.
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