Integrate HubSpot CRM with TeamGrid
Send information between HubSpot CRM and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within TeamGrid for every accomplished deal in HubSpot CRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in TeamGrid for every deal won in your HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in TeamGrid.
Create a project within TeamGrid for every accomplished deal in HubSpot CRM
HubSpot CRM + TeamGrid
Set up tasks in TeamGrid when new tasks are initiated in HubSpot CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in TeamGrid each time a new task is created 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 TeamGrid.
Set up tasks in TeamGrid when new tasks are initiated in HubSpot CRM
HubSpot CRM + TeamGrid
Build your own integrations between HubSpot CRM and TeamGrid
Connect HubSpot CRM and TeamGrid 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 TeamGrid 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
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact 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 project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
What is HubSpot CRM?
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What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
Toto
Technical Engineer, Master Liveaboards
