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Integrate HubSpot CRM with Shortcut
Send information between HubSpot CRM and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Shortcut for every deal won in HubSpot CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Shortcut for every accomplished deal in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Shortcut.
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Create a new project in Shortcut for every deal won in HubSpot CRM
HubSpot CRM + Shortcut
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Build your own integrations between HubSpot CRM and Shortcut
Connect HubSpot CRM and Shortcut with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact updated
Triggers when the details of an existing contact are updated
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Company updated
Triggers when the details of an existing company are updated
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Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Task created
Triggers when a new task is created
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Deal created
Triggers when a new deal is created
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Company created
Triggers when a new company is created
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Engagement created
Triggers when a new engagement is created
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Story created
Triggers when a new story is created in a project
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Epic created
Triggers when a new epic is created
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Project created
Triggers when a new project is created
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Milestone created
Triggers when a new milestone is created
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Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
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Create ticket
Creates a new ticket
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Create engagement
Creates a new engagement
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create deal
Creates a new deal
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Create task
Creates a new task
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Create or update contact
Creates a new contact. Updates the contact details if it already exists
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Update company
Updates the details of an existing company
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Update contact - By VID
Updates the details of a contact associated with the specified VID
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Associate CRM entities
Associates two existing CRM entities
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Update contact - By email
Updates the details of the contact associated with the specified email
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Fetch company - By name
Fetches the details of an existing company by name
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Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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Fetch deal
Fetches the details of an existing deal by ID
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Fetch contact
Fetches the details of an existing contact by VID or Email
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Fetch company - By ID
Fetches the details of an existing company by ID
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Create comment
Creates a new comment in a selected story
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Create project
Creates a new project
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Create label
Creates a new label
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Create team
Creates a new team
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Create milestone
Creates a new milestone
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Create epic
Creates a new epic
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Create iteration
Creates a new iteration
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Create category
Creates a new category
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Create story
Creates a new story in the selected project
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Update label
Updates the details of an existing label
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Update iteration
Update details of an existing iteration
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Update story
Updates the details of an existing story
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Update team
Update details of an existing team
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Update epic
Updates the details of an existing epic
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Fetch epic
Fetch the details of an existing epic using ID
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Fetch team
Fetch the details of an existing team using ID
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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