Integrate HubSpot CRM with Roll

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

Explore prebuilt integration flows to get started

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Generate a new project in Roll for every deal successfully closed in HubSpot CRM

Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Roll 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 Roll.
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Generate a new project in Roll for every deal successfully closed in HubSpot CRM

HubSpot CRM + Roll

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Set up a new task in Roll whenever a new task is initiated in HubSpot CRM

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Roll whenever a new task is initiated 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 Roll.
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Set up a new task in Roll whenever a new task is initiated in HubSpot CRM

HubSpot CRM + Roll

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Set up a task in Roll every time a task is added in HubSpot CRM

Track the time spent on each task by creating a record in your project management app. This flow will create a task in Roll as soon as a 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 Roll.
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Set up a task in Roll every time a task is added in HubSpot CRM

HubSpot CRM + Roll

Build your own integrations between HubSpot CRM and Roll

Connect HubSpot CRM and Roll 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 Roll 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

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact 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 created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Time record created

Triggers when a new time record is created

Project created

Triggers when a new project is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create engagement

Creates a new engagement

Create company

Creates a new company

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create task

Creates a new task

Update contact - By email

Updates the details of the contact associated with the specified email

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact. Updates the contact details if it already exists

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 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 contact

Fetches the details of an existing contact by VID or Email

Create company

Creates a new company

Create project

Creates a new project

Create task

Creates a new task

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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