Integrate HubSpot CRM with Shortcut

Send information between HubSpot CRM and Shortcut automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. 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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Supported triggers and actions

Integrate HubSpot CRM and Shortcut using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Task created

Triggers when a new task is created

Company updated

Triggers when the details of an existing company are updated

Story created

Triggers when a new story is created in a project

Epic created

Triggers when a new epic is created

Project created

Triggers when a new project is created

Milestone created

Triggers when a new milestone is created

Comment added

Triggers when a new comment is added

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Create deal

Creates a new deal

Create company

Creates a new company

Create engagement

Creates a new engagement

Update contact - By email

Updates the details of the contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Fetch deal

Fetches the details of an existing deal by ID

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Create comment

Creates a new comment in a selected story

Create project

Creates a new project

Create label

Creates a new label

Create team

Creates a new team

Create milestone

Creates a new milestone

Create epic

Creates a new epic

Create iteration

Creates a new iteration

Create category

Creates a new category

Create story

Creates a new story in the selected project

Update label

Updates the details of an existing label

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update team

Update details of an existing team

Update epic

Updates the details of an existing epic

Fetch epic

Fetch the details of an existing epic using ID

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.

Similar apps

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.

Project Management

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Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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