Okappy + Hubspot
Okappy is an easy to use job management app available on all devices. Add or receive jobs, allocate them to your employees or subcontractors then watch their status change in real-time as the jobs are updated in the field. Raise your invoices at the click of a button as soon as your jobs are complete. No more missing paperwork, no more lost or incorrect invoices and no more stress and anxiety trying to find out what is happening with your jobs.
Okappy – workforce management made easy
Okappy Connects to Hubspot
Syncronise Okappy with Hubspot to automatically create customers and jobs in Okappy.
Create a new customer in Hubspot and see it created, automatically in Okappy.
Raise a ticket in Hubspot and see a job created automatically in Okappy.
How does it work?
Okappy connects to Hubspot simply and easily. To automatically create your customers or jobs in Okappy:
1 Create a workflow in Hubspot.
2 Select the Webhook option
3 Add the Okappy webhook address
4 Create customers or tickets in Hubspot
5 See your customers and jobs automatically created in Okappy
What is Hubspot?
HubSpot is a comprehensive platform that offers various software solutions for customer relationship management (CRM), sales, marketing, content management, and customer service. It’s designed to help businesses attract visitors, convert online traffic into leads, and then turn those leads into customers.