Integrate Upsales with HubSpot CRM

Send information between Upsales and HubSpot CRM automatically, without writing any code, using Zoho Flow.

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Add a new contact in Upsales whenever a new contact is added in HubSpot CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Upsales each time a new contact is created in HubSpot CRM.

How it works
  1. The flow triggers when a new contact is created in HubSpot CRM.
  2. Zoho Flow creates a new contact in Upsales.
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Add a new contact in Upsales whenever a new contact is added in HubSpot CRM

HubSpot CRM + Upsales

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Supported triggers and actions

Integrate Upsales and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

User created

Triggers when a new user is created

Event created

Triggers when a new event is created

Order placed

Triggers when a new order is placed

Activity created

Triggers when a new activity is created

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Appointment created

Triggers when a new appointment is created

Product created

Triggers when a new product is created

Contact created

Triggers when a new contact 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

Company created

Triggers when a new company is created

Email created

Triggers when a new email is created

Task created

Triggers when a new task is created

Deal created

Triggers when a new deal is created

Deal created or updated

Triggers when a deal is created or updated

All Actions - Actions are the automated tasks

Create appointment

Creates a new appointment

Create contact

Creates a new contact

Create company

Creates a new company

Create product

Creates a new product

Create activity

Creates a new activity

Create order

Creates a new order

Create deal

Creates a new deal

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create company

Creates a new company

Create task

Creates a new task

Create or update contact

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

Update contact - By VID

Updates the details of a contact associated with the specified VID

Associate CRM entities

Associates two existing CRM entities

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

Fetch company - By name

Fetches the details of an existing company by name

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 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

What is Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

CRM Marketing Automation

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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