Integrate HubSpot CRM with Teambook

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

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Create a new project in Teambook for every deal won in your HubSpot CRM

Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Teambook 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 Teambook.
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Create a new project in Teambook for every deal won in your HubSpot CRM

HubSpot CRM + Teambook

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Supported triggers and actions

Integrate HubSpot CRM and Teambook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact are updated

Company updated

Triggers when the details of an existing company are updated

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Engagement created

Triggers when a new engagement is created

Client added

Triggers when a new client is added

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create ticket

Creates a new ticket

Create engagement

Creates a new engagement

Create company

Creates a new company

Create contact

Creates a new contact

Create deal

Creates a new deal

Create task

Creates a new task

Create or update contact

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

Update company

Updates the details of an existing company

Update contact - By VID

Updates the details of a contact associated with the specified VID

Associate CRM entities

Associates two existing CRM entities

Update contact - By email

Updates the details of the contact associated with the specified email

Fetch company - By name

Fetches the details of an existing company by name

Fetch campaign - By ID

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

Fetch deal

Fetches the details of an existing deal by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Fetch company - By ID

Fetches the details of an existing company by ID

Create booking

Creates a new booking

Create user

Creates a new user

Create client

Creates a new client

Create project

Creates a new project

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 Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

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

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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