Integrate HubSpot CRM with Yodiz
Send information between HubSpot CRM and Yodiz automatically, without writing any code, using Zoho Flow.
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Create tasks in Yodiz as tasks are initiated in HubSpot CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Yodiz whenever a new task is initiated 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 user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in HubSpot CRM
HubSpot CRM + Yodiz
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Supported triggers and actions
Integrate HubSpot CRM and Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Deal updated
Triggers when a deal is updated
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
Engagement created
Triggers when a new engagement is created
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create engagement
Creates a new engagement
Create task
Creates a new task
Create deal
Creates a new deal
Create ticket
Creates a new ticket
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
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
Fetch contact
Fetches the details of an existing contact by VID or Email
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
Create epic
Creates a new epic
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update task
Updates the details of an existing task
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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