Integrate HubSpot CRM with Workstack
Send information between HubSpot CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Create a project within Workstack for every accomplished deal in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Workstack 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 Workstack.
Create a project within Workstack for every accomplished deal in HubSpot CRM
HubSpot CRM + Workstack
Set up tasks in Workstack when new tasks are initiated in HubSpot CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Workstack every time a new task is added 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 todo in Workstack.
Set up tasks in Workstack when new tasks are initiated in HubSpot CRM
HubSpot CRM + Workstack
Build your own integrations between HubSpot CRM and Workstack
Connect HubSpot CRM and Workstack 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 Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Company created
Triggers when a new company is created
Deal updated
Triggers when a deal is updated
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
Engagement created
Triggers when a new engagement is created
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company updated
Triggers when the details of an existing company are updated
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create engagement
Creates a new engagement
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create company
Creates a new company
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
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
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 task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo
Creates a new todo in the selected project
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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CEO, Lakeside CNC Group
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