Set up a HubSpot trigger from an activity type: you control the sending conditions and the generated content. Your HubSpot contact record will then be automatically enriched with data from Cadulis.
By specifying a note content, each execution of the trigger will create a note directly attached to the HubSpot client record, with key information from the intervention: technician name, date, action type, report, etc.
This allows your sales teams to stay informed about field activities without leaving their HubSpot environment, and to better coordinate customer follow-up.
👉 An excellent way to keep a centralized, accurate, and up-to-date history.