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Integrate HubSpot CRM with Forecast
Send information between HubSpot CRM and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Forecast for every deal won in HubSpot CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Forecast 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 Forecast.
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Create a new project in Forecast for every deal won in HubSpot CRM
HubSpot CRM + Forecast
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Create tasks in Forecast as tasks are initiated in HubSpot CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Forecast 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 Forecast.
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Create tasks in Forecast as tasks are initiated in HubSpot CRM
HubSpot CRM + Forecast
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Build your own integrations between HubSpot CRM and Forecast
Connect HubSpot CRM and Forecast with over 850+ 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Task created
Triggers when a new task is created
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Deal updated
Triggers when a deal is updated
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Company created
Triggers when a new company is created
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Contact updated
Triggers when the details of an existing contact are updated
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Deal created
Triggers when a new deal is created
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Engagement created
Triggers when a new engagement is created
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Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
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Company updated
Triggers when the details of an existing company are updated
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Contact created
Triggers when a new contact is created
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New sprint
Triggers when a new sprint is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
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New person
Triggers when a new person is added
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create engagement
Creates a new engagement
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Create ticket
Creates a new ticket
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Create task
Creates a new task
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Create company
Creates a new company
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Create deal
Creates a new deal
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Update contact - By email
Updates the details of the contact associated with the specified email
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Associate CRM entities
Associates two existing CRM entities
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Create or update contact
Creates a new contact. Updates the contact details if it already exists
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Update contact - By VID
Updates the details of a contact associated with the specified VID
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Update company
Updates the details of an existing company
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Fetch company - By ID
Fetches the details of an existing company by ID
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Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
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Fetch company - By name
Fetches the details of an existing company by name
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Fetch contact
Fetches the details of an existing contact by VID or Email
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Fetch deal
Fetches the details of an existing deal by ID
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create project
Creates a new project
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Create subtask
Creates a new sub task/to-do
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Create milestone
Creates a new milestone in the selected project
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Create sprint
Creates a new sprint in the selected project
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Add person
Adds a new person
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Create client
Creates a new client
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Create label
Creates a new label
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Fetch label
Fetches an existing label by name
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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >