Integrate HubSpot CRM with Yodiz
Send information between HubSpot CRM and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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 or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update company
Updates the details of an existing company
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
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
Create epic
Creates a new epic
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update task
Updates the details of an existing task
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.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
