Integrate HubSpot CRM with Yodiz

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

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Create tasks in Yodiz as tasks are initiated in HubSpot CRM

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Yodiz 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 the selected user story in Yodiz.
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Create tasks in Yodiz as tasks are initiated in HubSpot CRM

HubSpot CRM + Yodiz

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Supported triggers and actions

Integrate HubSpot CRM and Yodiz using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Email created

Triggers when a new email is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Meeting created

Triggers when a new meeting is created

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Task created

Triggers when a new task is created in a user story

Issue created

Triggers when a new issue is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Create deal

Creates a new deal

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

Fetch ticket pipeline stage - By name

Fetches the details of an existing stages of pipeline in the ticket by name

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

Fetches the details of an existing pipeline in the ticket by name

Fetch company - By name

Fetches the details of an existing company by name

Create task

Creates a new task in the selected user story

Create issue

Creates a new issue

Create user story

Creates a new user story

Update user story

Updates the details of an existing user story

Create epic

Creates a new epic

Update epic

Updates the details of an existing epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing 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.

Similar apps

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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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

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Technical Engineer, Master Liveaboards

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