Integrate HubSpot CRM with Zoho Writer

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

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Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM


Personalized emails are a good way to reach out when users sign up for a new service. This flow will create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM.

How it works
1) A new contact is created in HubSpot CRM.
2) Zoho Flow will create a mail merge document in Zoho Writer.
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Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM

HubSpot CRM + Zoho Writer

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Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM


Automating the process of creating deal documents will help your sales team serve prospects better. This flow will create a merge document in Zoho Writer when a deal is created in HubSpot CRM.

How it works
1) A deal is created in HubSpot CRM.
2) Zoho Flow will create a merge sign document in Zoho Writer.
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Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM

HubSpot CRM + Zoho Writer

Build your own integrations between HubSpot CRM and Zoho Writer

Connect HubSpot CRM and Zoho Writer 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 Zoho Writer 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

Document created and moved to folder

Triggers when a new document is created and moved to the selected folder

Document created in Zoho Docs

Triggers when a new document is created in Zoho Docs

Document edited

Triggers when an existing document is edited

Document created in WorkDrive

Triggers when a new document is created in the selected WorkDrive

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

Merge and email document

Creates a merged document with the selected template and sends it through email

Create document

Creates a new document with the given text

Merge and store document - WorkDrive

Creates a merged document with selected template and stores it in WorkDrive

Merge and email document - WorkDrive

Creates a merged documents with the selected template and sends it through email

Send document for signature

Sends the specified document for electronic signature

Merge and sign document

Creates a merged document with the selected template and signs it

Merge and store document

Creates a merged document with the selected template and stores it

Merge document and invoke function

Creates a merge document with the selected template and invokes the function associated with it

Upload document

Uploads the selected document and optionally to the selected folder

Mark or unmark favorite

Marks or unmarks the specified document as favorite

Lock or unlock document

Locks or unlocks the specified document

Mark or unmark final status

Marks or unmarks the status of the specified document as final

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 Zoho Writer?

Zoho Writer is a word processor with collaboration features. You can access your documents on all devices and make your work better with the editing tools available.

Documents Zoho

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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CEO, Lakeside CNC Group

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Director, Perth Security Services

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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