Integrate HubSpot CRM with TeamGrid
Send information between HubSpot CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within TeamGrid for every accomplished deal in HubSpot CRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in TeamGrid for every deal won in your HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in TeamGrid.
Create a project within TeamGrid for every accomplished deal in HubSpot CRM
HubSpot CRM + TeamGrid
Set up tasks in TeamGrid when new tasks are initiated in HubSpot CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in TeamGrid each time a new task is created in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in TeamGrid.
Set up tasks in TeamGrid when new tasks are initiated in HubSpot CRM
HubSpot CRM + TeamGrid
Build your own integrations between HubSpot CRM and TeamGrid
Connect HubSpot CRM and TeamGrid 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 TeamGrid 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact is created
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 project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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