Integrate HubSpot CRM with WorkMarket
Send information between HubSpot CRM and WorkMarket automatically, without writing any code, using Zoho Flow.
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Generate a new project in WorkMarket for every deal successfully closed in HubSpot CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in WorkMarket 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 for the selected client in WorkMarket.
Generate a new project in WorkMarket for every deal successfully closed in HubSpot CRM
HubSpot CRM + WorkMarket
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Supported triggers and actions
Integrate HubSpot CRM and WorkMarket 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
New assignment
Triggers when a new assignment is created
New project
Triggers when a new project is created
New client
Triggers when a new client 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
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Create project
Creates a new project for the selected client
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create client
Creates a new client
Create assignment
Creates a new assigment
Add note
Adds a note to the selected assignment
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 WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
Similar apps
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