Integrate HubSpot CRM with Coda

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

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Supported triggers and actions

Integrate HubSpot CRM and Coda using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Meeting created

Triggers when a new meeting is created

Row updated

Triggers when a row is updated in the selected table

Row added

Triggers when a new row is added to the selected table

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create task

Creates a new task

Create email

Creates a new email

Create meeting

Creates a new meeting

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

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

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

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

Fetch ticket pipeline stage - By name

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

Create row

Creates a new row in the selected table

Copy document

Copies an existing document in Coda

Create blank document

Creates a new blank Coda document

Insert or update row

Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows

Update page

Updates an existing page in the specified document

Publish document

Publishes the existing Coda document by document ID

Share document

Shares the existing Coda document to the specified email address or anyone on the web

Update row

Updates an existing row in the selected table

Find row

Searches for a Coda row in the selected table using a column match search

Fetch page

Fetches an existing page in given coda document by page name

Fetch document

Fetches an existing document by ID

Fetch row

Fetches an existing row by ID

Unpublish document

Unpublishes an already published Coda document using document ID

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

What is Coda?

Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.

Spreadsheet

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 >

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Technical Engineer, Master Liveaboards

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