Integrate HubSpot CRM with Easy Projects
Send information between HubSpot CRM and Easy Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Easy Projects for every deal won in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Easy Projects for every deal won in your HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Easy Projects.
Create a new project in Easy Projects for every deal won in HubSpot CRM
HubSpot CRM + Easy Projects
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Supported triggers and actions
Integrate HubSpot CRM and Easy Projects 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
New project message
Triggers when a new message is posted in the selected project
New project
Triggers when a new project is created
Updated time log
Triggers when an existing time log is updated
New activity
Triggers when a new activity is created
Updated activity
Triggers when an existing activity is updated
New customer
Triggers when a new customer is created
New project activity
Triggers when a new activity is created in the selected project
New user
Triggers when a new user is created
Updated project
Triggers when an existing project is updated
New activity message
Triggers when a new message is posted in the selected activity
New time log
Triggers when a time log is created
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
Update customer
Updates the details of an existing customer
Post project message
Posts a new message in a project
Create project
Creates a new project
Create User
Creates a new user
Update user
Updates the details of an existing user
Post activity message
Posts a new message in an activity
Create activity
Creates a new activity
Create customer
Creates a new customer
Create time log
Creates a new time log
Update time log
Updates an existing time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Fetch project
Fetches an existing project by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique 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.
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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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