Integrate HubSpot CRM with Insightful

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

Explore prebuilt integration flows to get started

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Create a new project in Insightful for every deal won in HubSpot CRM

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Insightful for every deal won in your HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in Insightful.
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Create a new project in Insightful for every deal won in HubSpot CRM

HubSpot CRM + Insightful

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Create a new task in Insightful each time a new task is created in HubSpot CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightful when a new task is created in HubSpot CRM.

How it works
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. Zoho Flow creates a new task in Insightful.
+

Create a new task in Insightful each time a new task is created in HubSpot CRM

HubSpot CRM + Insightful

Build your own integrations between HubSpot CRM and Insightful

Connect HubSpot CRM and Insightful 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 Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal updated

Triggers when a deal is updated

Deal created

Triggers when a new deal is created

Engagement created

Triggers when a new engagement is created

Employee created

Triggers when a new employee is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Create engagement

Creates a new engagement

Update contact - By email

Updates the details of the contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

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 VID

Updates the details of a contact associated with the specified VID

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 deal

Fetches the details of an existing deal by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Create team

Creates a new team

Create employee

Creates a new employee

Create project

Creates a new project

Create task

Creates a new task

Update task

Updates the details of an existing task

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch task

Fetches the details of an existing task using ID

Fetch team

Fetches the details of an existing team using ID

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.

CRM Popular

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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