Integrate HubSpot CRM with Favro

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Create tasks in Favro as tasks are initiated in HubSpot CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Favro whenever a new task is initiated in HubSpot CRM.

How it works
  1. The flow triggers when a new task is created in HubSpot CRM.
  2. Zoho Flow creates a new task in a card in Favro.
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Create tasks in Favro as tasks are initiated in HubSpot CRM

HubSpot CRM + Favro

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Supported triggers and actions

Integrate HubSpot CRM and Favro using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Company created

Triggers when a new company is created

Meeting created

Triggers when a new meeting is created

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact 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

Triggers when a new deal is created

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Card updated

Triggers when any field (except comments) of a card is changed

Card created

Triggers when a card is created

Card committed

Triggers when a card is committed to another widget

Task created

Triggers when a new task is created in a card

Card moved

Triggers when a card is moved on a widget

All Actions - Actions are the automated tasks

Create meeting

Creates a new meeting

Create email

Creates a new email

Create company

Creates a new company

Create contact

Creates a new contact

Create task

Creates a new task

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update company

Updates the details of an existing company by ID

Update deal

Updates the details of an existing deal using its ID

Associate CRM entities

Associates two existing CRM entities

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 details of an existing contact

Fetch company - By name

Fetches the details of an existing company by name

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Create card

Creates a new card

Create task list

Create a new task list in card

Create task

Creates a new task in a card

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.

CRM

What is Favro?

Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.

Project Management

Build comprehensive workflows using

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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.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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