Integrate Ziflow with HubSpot CRM
Send information between Ziflow and HubSpot CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Ziflow and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proof created
Triggers when a new proof is created
Review completed
Triggers when a proof review is completed
Proof updated
Triggers when the details of an existing proof are updated
Comment added or updated
Triggers when a new comment is added or when an existing comment is updated
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
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Complete review or make decision
Makes a decision or marks the specified review as complete based on the reviewer's proof role
Create proof
Creates a new proof
Add reviewer
Adds a reviewer to the specified stage on the proof
Create guest
Creates a new guest
Create comment
Creates a new comment in the specified proof
Update proof
Updates the details of an existing proof
Like comment
Likes a comment in the specified proof
Update user
Updates the details of an existing user
Update guest
Updates the details of an existing guest
Update folder
Updates the details of an existing folder
Update reviewer
Updates the details of an existing reviewer
Fetch proof
Fetches the details of an existing proof using its ID
Fetch reviewer
Fetches the details of an existing reviewer using ID or email address
Fetch guest or user
Fetches the details of an existing contact (guest or user) using their email address or ID
Fetch user
Fetches the details of an existing user using their email address or ID
Fetch comment
Fetches a comment in an existing proof using its ID
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
What is Ziflow?
Ziflow is a creative collaboration and online proofing solution that lets you create approval workflows and review all your creative content from a single platform.
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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