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ClientNest365ClientNest365

HubSpot / Pipedrive / Notion CRM

Create a CRM record for every new client

The moment you invite a client in ClientNest365, the same record appears in your CRM with the engagement details. Keeps client lists in sync without double-entry.

10 min setup Trigger: client.invited medium
works with Zapierworks with Make.comworks with n8n

Setup steps

  1. Pick your CRM: HubSpot, Pipedrive, Salesforce, or a Notion database.
  2. In Make / Zapier: webhook trigger, then a 'Create Contact' (or 'Create Row') step in your CRM.
  3. Map fields: client.name -> Contact name, client.primary_email -> Email, client.created_at -> Created date.
  4. Add a tag or pipeline stage so new ClientNest365 clients show up in a filter you can review.
  5. In ClientNest365: subscribe a new webhook to client.invited.

Payload fields you'll use

  • client.name
  • client.primary_email
  • client.slug
  • client.created_at

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the client.invited event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.