Integrate HubSpot CRM with Workstack

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

Explore prebuilt integration flows to get started

[esc]

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
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project in Workstack.
+

Create a project within Workstack for every accomplished deal in HubSpot CRM

HubSpot CRM + Workstack

[esc]

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
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. 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 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 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 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 Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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 >

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY