Integrate HubSpot CRM with WorkMarket

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Generate a new project in WorkMarket for every deal successfully closed in HubSpot CRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in WorkMarket for every deal won in your HubSpot CRM.

How it works
  1. The flow triggers when a deal is updated in HubSpot CRM.
  2. Zoho Flow creates a new project for the selected client in WorkMarket.
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Generate a new project in WorkMarket for every deal successfully closed in HubSpot CRM

HubSpot CRM + WorkMarket

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Supported triggers and actions

Integrate HubSpot CRM and WorkMarket using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created or updated

Triggers when a deal is created or updated

Email created

Triggers when a new email is created

Contact created

Triggers when a new contact is created

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Task created

Triggers when a new task is created

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Meeting created

Triggers when a new meeting is created

New assignment

Triggers when a new assignment is created

New client

Triggers when a new client is created

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create ticket

Creates a new ticket

Create contact

Creates a new contact

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

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

Fetch ticket pipeline stage - By name

Fetches the details of an existing stages of pipeline in the ticket 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 deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

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

Fetch company - By name

Fetches the details of an existing company by name

Check-out of assignment

Checks out of an assignment on behalf of an assigned worker

Check-in to assignment

Checks in to an assignment on behalf of an assigned worker

Create assignment

Creates a new assigment

Create project

Creates a new project for the selected client

Create client

Creates a new client

Add note

Adds a note to the selected assignment

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 WorkMarket?

WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.

Project Management

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