Integrate HubSpot CRM with Zoho Projects
Send information between HubSpot CRM and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Zoho Projects for every deal successfully closed in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Zoho Projects for every accomplished deal in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Zoho Projects.
Generate a new project in Zoho Projects for every deal successfully closed in HubSpot CRM
HubSpot CRM + Zoho Projects
Create tasks in Zoho Projects 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 Zoho Projects 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 Zoho Projects.
Create tasks in Zoho Projects as tasks are initiated in HubSpot CRM
HubSpot CRM + Zoho Projects
Build your own integrations between HubSpot CRM and Zoho Projects
Connect HubSpot CRM and Zoho Projects with over 800+ 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 Projects 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
Task list created
Triggers when a new task list is created
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Bug submitted
Triggers when a new bug/issue is submitted
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task created in project
Triggers when a new task is created in the selected project
Comment added
Triggers when a new comment is added to the selected task
Milestone created
Triggers when a new milestone is created
Task list completed
Triggers when a task list is marked as completed
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Event created
Triggers when a new event is created
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Task created
Triggers when a new task is created in the selected portal
Task completed
Triggers when a task is completed in the selected portal
Project updated
Triggers when the details of an existing project are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Project comment added
Triggers when a new comment is added in the selected project
Project created
Triggers when a new project is created
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
Add existing client company to a project
Adds an existing client company to a project
Create comment in project
Creates a new comment in the selected project
Add followers to task
Adds the specified users as followers to an existing task
Create task list
Creates a new task list
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Create event
Creates a new event
Create milestone
Creates a new milestone
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Create time log for task
Creates a time log for the selected task
Create task
Creates a new task
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create general time log
Creates a general time log for the selected project
Update task list
Updates the details of a task list using its ID
Update issue time log
Updates the details of an existing issue time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update task time log
Updates the details of an existing task time log
Update bug
Updates the details of an existing bug/issue
Update general time log
Updates the details of an existing general time log
Complete milestone
Completes an existing milestone
Update project
Updates the details of an existing project
Update client company
Updates the details of an existing client company
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project status
Fetches the status of a project by name
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch task
Fetches the details of an existing task by name
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is HubSpot CRM?
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What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Logic
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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
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
