Integrate HubSpot CRM with Insightful
Send information between HubSpot CRM and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
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
Employee updated
Triggers when the details of an existing employee are updated
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Project created
Triggers when a new project is created
Team created
Triggers when a new team is created
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 task
Creates a new task
Create team
Creates a new team
Create project
Creates a new project
Create employee
Creates a new employee
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Update team
Updates the details of an existing team
Deactivate employee
Deactivates an existing employee
Update task
Updates the details of an existing task
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 task
Fetches the details of an existing task using ID
Fetch project
Fetches the details of an existing project using ID
Fetch employee
Fetches the details of an existing employee using ID
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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