Integrate HubSpot CRM with Workstack
Send information between HubSpot CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Create a project within Workstack for every accomplished deal in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Workstack for every deal successfully closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Workstack.
Create a project within Workstack for every accomplished deal in HubSpot CRM
HubSpot CRM + Workstack
Set up tasks in Workstack when new tasks are initiated in HubSpot CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Workstack every time a new task is added 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 the selected todo in Workstack.
Set up tasks in Workstack when new tasks are initiated in HubSpot CRM
HubSpot CRM + Workstack
Build your own integrations between HubSpot CRM and Workstack
Connect HubSpot CRM and Workstack with over 750+ 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 Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Contact updated
Triggers when the details of an existing contact are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
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
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
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
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
Create task
Creates a new task in the selected todo
Create project
Creates a new project
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create meeting
Creates a new meeting
What is HubSpot CRM?
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
Harnoor Abroll
Technical and Operations Head, TruAct
