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
How it works
Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM
HubSpot CRM + Zoho Writer
Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM
How it works
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
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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.
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What is Zoho Writer?
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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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