This automation adds a Client dropdown field to HubSpot for contacts, companies, and deals, and automatically creates a list for all contacts.

This automation has 1 component. 
1. Adding a Client dropdown field to Hubspot for contacts/companies/deals 
2. Automatically create a list for all contacts (if you need other lists, use this page)

If you don't need a dropdown for companies, deals, or contacts - simply delete them.

Add client dropdown field to Hubspot

Download Blueprint

Insert the blueprint in make (new scenario)

Manual Changes

Choose a timeframe

This should run every day - however, it will only run completely IF your client account was created within 1 day. I recommend setting the number in the filter to "-1000" for your very first run and once it's run once - you can set it back to "-1" 

Smartlead API key

Find it here and replace {API_KEY} with your smart lead API key

Create your Hubspot property

Navigate to the property tab in Hubspot (settings page)

 

 

Create 1-3 properties (contacts*, companies, deals)

 

 

The property group and spelling of the label are important. Keep this in mind.

 

 

Make the field a "Dropdown select" - and leave everything blank.

 

Set your variables

 

Your Hubspot Portal ID: look at the URL to find this

 

 

Property Name: The name of the property you set up

Property Group Name: The name of the property you set up

• Please consider that the name I'm referring to is the "Internal Name"

Set a schedule

I recommend choosing a "daily" occurrence for this automation