Integrate HubSpot CRM with Atera
Send information between HubSpot CRM and Atera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate HubSpot CRM and Atera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Email created
Triggers when a new email 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
Meeting created
Triggers when a new meeting is created
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Ticket resolved
Triggers when an existing ticket is resolved or closed
Alert created
Triggers when a new alert is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Create email
Creates a new email
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create meeting
Creates a new meeting
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
Associate CRM entities
Associates two existing CRM entities
Update deal
Updates the details of an existing deal using its ID
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
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 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 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
Add customer
Creates a new customer
Add contact
Creates a new contact
Create ticket
Creates a new ticket
Create alert
Creates a new alert
Update customer
Updates the details of an existing customer
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch customer
Fetches the details of an existing customer using customer 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 Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
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.
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