HubSpot Integration

Use the HubSpot integration to supercharge your CRM workflows.

Updated this week

Overview

Improve your customer management process using HubSpot automation. By connecting HubSpot with your workflow, you can update contacts, trigger emails, create sales tasks, or simply delegate the work to one of your custom AI agents.

You can use Taskade's HubSpot integration in several ways.

Add HubSpot to Agent Tools

Connecting your Custom AI Agents with HubSpot gives them the ability to send emails, manage contacts, and automate marketing activities.

πŸ’‘ Note: Visit our guide to AI Agent Tools to learn more.

Build HubSpot Automations

Using a Google Sheets connector as part of your automation flows enables you to streamline data handling and streamline your workflows.

πŸ’‘ Note: Visit our Automation Guide to learn more.

HubSpot Triggers & Actions

Here are the triggers & actions you can use in your workflows:

(TRIGGER) New Deal

Triggers when a new deal is found.

(TRIGGER) New Contact

Triggers when a new contact is found.

(TRIGGER) Deal Stage Reached

Triggers when a deal enters a set stage.

(ACTION) Create New Contact

Creates a new contact in HubSpot CRM.

(ACTION) Create New Deal

Creates a new deal in HubSpot CRM.

HubSpot Automation Settings

Connector options give you full control over the HubSpot automation:

Field

Description

PIPELINE

The sequence of stages a deal goes through in the sales process, from prospecting to closing.

DEAL STAGE

The specific step in the pipeline that a deal is currently in, reflecting its progress towards completion.

DEAL NAME

The title or identifier for the deal, typically summarizing the opportunity or client.

DEAL OWNER

The person or team member responsible for managing and moving the deal forward within the pipeline.

DEAL TYPE

The category or classification of the deal, which could be based on factors like new business, renewal, upsell, etc.

AMOUNT

The value of the deal, often projected revenue or contract size, that is being negotiated or closed.

PRIORITY

The level of importance or urgency assigned to a deal, helping to focus on high-value opportunities.

CLOSE DATE

The estimated or scheduled date when the deal is expected to be finalized.

FIRST NAME

The contact's first name, essential for personalizing communication and building a personal connection.

LAST NAME

The contact's last name, important for proper identification and record-keeping within the CRM system.

EMAIL

The primary email address for the contact, used as a key point of contact for marketing campaigns and correspondence.

CONTACT OWNER

The HubSpot user assigned to manage and nurture the relationship with this specific contact.

JOB TITLE

The contact's position within their organization, which provides insight into decision-making authority and needs.

LIFECYCLE STAGE

The current phase of the contact within the customer journey, from initial awareness to loyal customer, informing targeted marketing efforts.

LEAD STATUS

The status indicating the contact's level of qualification and readiness to proceed through the sales funnel, guiding sales engagement strategies.

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