Integrate HubSpot CRM with Upsales

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

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Add a new contact in Upsales whenever a new contact is added in HubSpot CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Upsales each time a new contact is created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales whenever a new contact is added in HubSpot CRM

HubSpot CRM + Upsales

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Supported triggers and actions

Integrate HubSpot CRM and Upsales 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

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Order created

Triggers when a new order is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity 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 product

Creates a new product

Create company

Creates a new company

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create activity

Creates a new activity

Create order

Creates a new order

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

Build comprehensive workflows using

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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