Integrate HubSpot CRM with Insightful
Send information between HubSpot CRM and Insightful automatically, without writing any code, using Zoho Flow.
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Create a new project in Insightful for every deal won in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Insightful for every deal won in your HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Insightful.
Create a new project in Insightful for every deal won in HubSpot CRM
HubSpot CRM + Insightful
Create a new task in Insightful each time a new task is created in HubSpot CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightful when a new 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 Insightful.
Create a new task in Insightful each time a new task is created in HubSpot CRM
HubSpot CRM + Insightful
Build your own integrations between HubSpot CRM and Insightful
Connect HubSpot CRM and Insightful with over 1000+ 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 Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
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
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
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
Employee updated
Triggers when the details of an existing employee are updated
Team created
Triggers when a new team is created
Project created
Triggers when a new project is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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 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
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
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
Create project
Creates a new project
Create team
Creates a new team
Create task
Creates a new task
Create employee
Creates a new employee
Update employee
Updates the details of an existing employee
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Deactivate employee
Deactivates an existing employee
Update team
Updates the details of an existing team
Fetch task
Fetches the details of an existing task using ID
Fetch team
Fetches the details of an existing team using ID
Fetch employee by email address or name
Fetch record by email address or name
Fetch employee
Fetches the details of an existing employee using ID
Fetch project
Fetches the details of an existing project using 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 Insightful?
Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.
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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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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Technical Engineer, Master Liveaboards
