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Mesa Workflow Template
Send Draft Order To HubSpot Deal
Draft orders can be thought of as potential deals; therefore, keeping track of draft orders and their progress is extremely important. This template sends a draft order from Shopify and converts it into a HubSpot deal whenever a draft order is created. This reduces the effort to ensure that all information across your systems are the same.
- Step 1: When this happens
- A draft order is created
- Step 2: Then do this
- Send draft order to HubSpot Deal
Use This Workflow Template
This workflow automation is easily customized. Contact our automation experts if you have questions or need help getting this setup.
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