Integrate HubSpot CRM with Forecast
Send information between HubSpot CRM and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new project in Forecast for every deal won in HubSpot CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Forecast 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 Forecast.
Create a new project in Forecast for every deal won in HubSpot CRM
HubSpot CRM + Forecast
Create tasks in Forecast as tasks are initiated in HubSpot CRM
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Forecast each time 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 Forecast.
Create tasks in Forecast as tasks are initiated in HubSpot CRM
HubSpot CRM + Forecast
Build your own integrations between HubSpot CRM and Forecast
Connect HubSpot CRM and Forecast with over 950+ 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create task
Creates a new task
Create company
Creates a new company
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Associate CRM entities
Associates two existing CRM entities
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Create project
Creates a new project
Create time registration
Creates a new time registration
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
Create client
Creates a new client
Create task
Creates a new task
Create label
Creates a new label
Fetch label
Fetches an existing label by name
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 Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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