Integrate HubSpot CRM with Shortcut
Send information between HubSpot CRM and Shortcut automatically, without writing any code, using Zoho Flow.
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Create a new project in Shortcut for every deal won in HubSpot CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Shortcut for every accomplished deal in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Shortcut.
Create a new project in Shortcut for every deal won in HubSpot CRM
HubSpot CRM + Shortcut
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Supported triggers and actions
Integrate HubSpot CRM and Shortcut 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
Milestone created
Triggers when a new milestone is created
Comment added
Triggers when a new comment is added
Project created
Triggers when a new project is created
Story created
Triggers when a new story is created in a project
Epic created
Triggers when a new epic 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 story
Creates a new story in the selected project
Create iteration
Creates a new iteration
Create category
Creates a new category
Create label
Creates a new label
Create epic
Creates a new epic
Create team
Creates a new team
Create comment
Creates a new comment in a selected story
Create project
Creates a new project
Create milestone
Creates a new milestone
Update team
Update details of an existing team
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update epic
Updates the details of an existing epic
Update story
Updates the details of an existing story
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic 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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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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
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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
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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
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