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Create business workflows for HubSpot CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular HubSpot CRM workflows

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Create Hubspot tasks for new Eventbrite events

The onset of a huge event means that it's task time for your CRM team. Use this flow to automatically inform the team by creating a new task in Hubspot for every event that you schedule in Eventbrite.

How it works

1. A new event is created in Eventbrite.

2. Zoho Flow adds a new task in Hubspot.

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Create Hubspot tasks for new Eventbrite events

Eventbrite + HubSpot CRM

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Create Mixpanel profiles for new contacts in Hubspot

This flow creates a new profile in Mixpanel each time a contact is added in Hubspot so you can easily keep up with your contacts preferences and engage with them accordingly.

How it works

1. A new contact is added in Hubspot.

2. Zoho Flow creates a profile for the contact in Mixpanel.

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Create Mixpanel profiles for new contacts in Hubspot

HubSpot CRM + Mixpanel

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Create Hubspot contacts for new Typeform entries

When a new entry is received in Typeform, this flow automatically creates a contact in Hubspot. This way, you never miss out on capturing a lead, no matter how busy you are.

How it works

1. A new entry is received in Typeform.

2. Zoho Flow adds a corresponding contact in Hubspot.

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Create Hubspot contacts for new Typeform entries

Typeform + HubSpot CRM

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Create a new contact in HubSpot CRM when a new customer is added in WooCommerce

Automate the process of syncing your customer details with your marketing database, so you don't miss out any customers during your marketing campaigns. This flow will create a new contact in HubSpot CRM when a new customer is created in WooCommerce.

How it works

1) A customer is added in WooCommerce.

2) Zoho Flow will create a new contact in HubSpot CRM.

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Create a new contact in HubSpot CRM when a new customer is added in WooCommerce

WooCommerce + HubSpot CRM

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Create Hubspot CRM contacts for new Wufoo entries

Each time a new response is submitted in Wufoo, this flow automatically creates a contact in Hubspot CRM. This way you can automatically capture new leads that enter your business through online form submissions.

How it works

1. A new form entry is submitted in Wufoo.

2. Zoho Flow adds a contact in Hubspot CRM.

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Create Hubspot CRM contacts for new Wufoo entries

Wufoo + HubSpot CRM

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Add new company created in HubSpot CRM to bexio

Add new companies created in your CRM to your accounting app automatically. This flow adds new companies created in HubSpot CRM to bexio.

How it works

1) A new company is created in HubSpot CRM.

2) Zoho Flow adds the company to bexio.

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Add new company created in HubSpot CRM to bexio

Bexio + HubSpot CRM

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Add new subscribers in BigMarker as contacts in HubSpot CRM

Add new subscribers in your marketing automation system as contacts in your CRM. This flow adds new subscribers in BigMarker as contacts in HubSpot CRM.

How it works

1) A new subscriber is added to BigMarker.

2) Zoho Flow adds the subsciber as a contact in HubSpot CRM.

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Add new subscribers in BigMarker as contacts in HubSpot CRM

BigMarker + HubSpot CRM

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Add visitors from your recent live chat conversations in Chatra as contacts in HubSpot CRM

Automatically add the visitor you just had a conversation with on your live chat app as a contact in your CRM. This flow adds the visitor you just had a conversation with on Chatra as a contact in HubSpot CRM.

How it works

1) A conversation takes place in Chatra.

2) Zoho Flow adds the visitor with whom you had a conversation with as a contact in HubSpot CRM.

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Add visitors from your recent live chat conversations in Chatra as contacts in HubSpot CRM

Chatra + HubSpot CRM

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Add new survey respondents in Delighted as contacts in HubSpot CRM.

Add new survey respondents as contacts in your CRM. This flow adds new survey respondents in Delighted as contacts in HubSpot CRM.

How it works

1) A new survey respondent submits a response to a survey.

2) Zoho Flow adds the respondent to HubSpot CRM.

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Add new survey respondents in Delighted as contacts in HubSpot CRM.

Delighted + HubSpot CRM

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Create contacts in Act 365 when new contacts are created in HubSpot CRM

Add new CRM contacts to your marketing application automatically. This flow adds new HubSpot CRM contacts to Act! 365.

How it works

1. A new contact is created in HubSpot CRM.

2. Zoho Flow adds the contact to HubSpot CRM.

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Create contacts in Act 365 when new contacts are created in HubSpot CRM

HubSpot CRM + Act! 365

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Create a company in HubSpot CRM for new companies in Bexio

Add new companies from your accounting app to your CRM. This flow adds new companies from Bexio to HubSpot CRM.

How it works

1) A new company is added to Bexio.

2) Zoho Flow adds the company to HubSpot CRM.

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Create a company in HubSpot CRM for new companies in Bexio

HubSpot CRM + Bexio

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Search businesses in GoPinLeads when a new company is created in HubSpot CRM

Find leads via GoPinLeads when a new company is added to your CRM. This flow searches for business details through GoPinLeads when a new company is created in HubSpot CRM.

How it works

1. A new company is created in HubSpot CRM.

2. Zoho Flow searches for business details through GoPinLeads.

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Search businesses in GoPinLeads when a new company is created in HubSpot CRM

HubSpot CRM + GoPinLeads

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Create invoice in ProcessOut when new deal is created in HubSpot CRM

Generate an invoice automatically when a new deal is created in your CRM. This flow creates an invoice in ProcessOut when a new deal is created in HubSpot CRM.

How it works

1. A new deal is created in HubSpot CRM.

2. Zoho Flow creates an invoice in ProcessOut.

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Create invoice in ProcessOut when new deal is created in HubSpot CRM

HubSpot CRM + ProcessOut

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Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM

Personalized emails are a good way to reach out when users sign up for a new service. This flow will create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM.

How it works

1) A new contact is created in HubSpot CRM.

2) Zoho Flow will create a mail merge document in Zoho Writer.

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Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM

HubSpot CRM + Zoho Writer

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Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM

Automating the process of creating deal documents will help your sales team serve prospects better. This flow will create a merge document in Zoho Writer when a deal is created in HubSpot CRM.

How it works

1) A deal is created in HubSpot CRM.

2) Zoho Flow will create a merge sign document in Zoho Writer.

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Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM

HubSpot CRM + Zoho Writer

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Send Slack messages for new Hubspot deals

If your sales team is focused on getting new deals for your business, this flow can help them report their efforts automatically. It sends you a message in Slack whenever a new deal is added in Hubspot.

How it works

1. A new deal is added in Hubspot.

2. Zoho Flow sends a channel message in Slack.

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Send Slack messages for new Hubspot deals

HubSpot CRM + Slack

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Add new subscribers in MailerLite as Hubspot contacts

If a lead is interested in what you write, they are most likely interested in what you sell too. Use this flow to create a contact in Hubspot for each new subscriber that is added to MailerLite.

How it works

1. A new contact is created in Hubspot.

2. Zoho Flow adds a new subscriber in MailerLite.

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Add new subscribers in MailerLite as Hubspot contacts

MailerLite Classic + HubSpot CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

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

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company created

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create engagement

Creates a new engagement

Create contact

Creates a new contact

Create company

Creates a new company

Create ticket

Creates a new ticket

Create task

Creates a new task

Update contact - By email

Updates the details of the contact associated with the specified email

Create or update contact

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

Associate CRM entities

Associates two existing CRM entities

Update company

Updates the details of an existing company

Update contact - By VID

Updates the details of a contact associated with the specified VID

Fetch deal

Fetches the details of an existing deal by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Fetch company - By name

Fetches the details of an existing company by name

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By ID

Fetches the details of an existing company by ID

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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.

Categories : Popular CRM

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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.

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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 >

Network with us

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know 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. Know more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals