Integrate HubSpot CRM with Teambook
Send information between HubSpot CRM and Teambook automatically, without writing any code, using Zoho Flow.
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Create a new project in Teambook for every deal won in your HubSpot CRM
Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Teambook 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 Teambook.
Create a new project in Teambook for every deal won in your HubSpot CRM
HubSpot CRM + Teambook
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Supported triggers and actions
Integrate HubSpot CRM and Teambook 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
User added
Triggers when a new user is added
Client added
Triggers when a new client is added
Project created
Triggers when a new project 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 client
Creates a new client
Create booking
Creates a new booking
Create user
Creates a new user
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 Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
Similar apps
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Logic
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
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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CEO, Fabricroot
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
