Integrate HubSpot CRM with Workstack
Send information between HubSpot CRM and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Workstack for every accomplished deal in HubSpot CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Workstack for every deal successfully closed in HubSpot CRM.
How it works
- The flow triggers when a deal is updated in HubSpot CRM.
- Zoho Flow creates a new project in Workstack.
Create a project within Workstack for every accomplished deal in HubSpot CRM
HubSpot CRM + Workstack
Set up tasks in Workstack when new tasks are initiated in HubSpot CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Workstack every time a new task is added 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 the selected todo in Workstack.
Set up tasks in Workstack when new tasks are initiated in HubSpot CRM
HubSpot CRM + Workstack
Build your own integrations between HubSpot CRM and Workstack
Connect HubSpot CRM and Workstack 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 Workstack 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
New todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
New project
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 todo
Creates a new todo in the selected project
Create project
Creates a new project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected 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.
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What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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