Integrate HubSpot CRM with Roll
Send information between HubSpot CRM and Roll automatically, without writing any code, using Zoho Flow.
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Generate a new project in Roll for every deal successfully closed in HubSpot CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Roll for every deal successfully closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Roll.
Generate a new project in Roll for every deal successfully closed in HubSpot CRM
HubSpot CRM + Roll
Set up a new task in Roll whenever a new task is initiated in HubSpot CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Roll 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 Roll.
Set up a new task in Roll whenever a new task is initiated in HubSpot CRM
HubSpot CRM + Roll
Set up a task in Roll every time a task is added in HubSpot CRM
Track the time spent on each task by creating a record in your project management app. This flow will create a task in Roll as soon as a task is created 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 Roll.
Set up a task in Roll every time a task is added in HubSpot CRM
HubSpot CRM + Roll
Build your own integrations between HubSpot CRM and Roll
Connect HubSpot CRM and Roll with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate HubSpot CRM and Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Company created or updated
Triggers when a company is created or updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Email created
Triggers when a new email is created
Task created
Triggers when a new task is created
Deal created or updated
Triggers when a deal is created or updated
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create contact
Creates a new contact
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
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
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 company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Create company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
