Integrate HubSpot CRM with Yodiz
Send information between HubSpot CRM and Yodiz automatically, without writing any code, using Zoho Flow.
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Create tasks in Yodiz as tasks are initiated in HubSpot CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Yodiz whenever a new task is initiated in HubSpot CRM.
How it works
- The flow triggers when a new task is created in HubSpot CRM.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in HubSpot CRM
HubSpot CRM + Yodiz
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Supported triggers and actions
Integrate HubSpot CRM and Yodiz 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
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic 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
Create epic
Creates a new epic
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update task
Updates the details of an existing task
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.
Similar apps
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
