AdvisorEngine CRM + HubSpot

AdvisorEngine CRM + HubSpot integrations

Create new HubSpot deals when opportunities are created in AdvisorEngine CRM

Streamline your sales process with this easy-to-use workflow. Whenever a new opportunity is created in your AdvisorEngine CRM, a corresponding deal is instantly generated in HubSpot. This ensures that your entire team stays updated on the latest prospects, enhancing efficiency, and eliminating the need to manually input data. The seamless flow of information between your CRM and HubSpot streamlines lead management, saving valuable time for your sales team.

When this happens...
Opportunity CreatedTriggers when a new opportunity is created.
TriggerPolling
automatically do this!
Create DealCreates a Deal in HubSpot.
ActionWrite

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More things you can do with AdvisorEngine CRM and HubSpot

Discover other triggers and actions you can use with AdvisorEngine CRM and HubSpot

Household Created
Triggers when a new household is created.
Trigger
Polling
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Polling
Try It
- HouseholdHeader
- Household Id
  Required
- OpportunityHeader
- Source Name
  Required
- External Id
  Required
- Opportunity Description
  Required
- Opportunity Type
- Sub Type
- Urgency
- Owner
  Required
- Office
  Required
- Identified By
  Required
- Date Identified
  Required
- Status
  Required
- Comments
- Next Step
- Projected Recurring Revenue
- Projected Non-Recurring Revenue
- Projected Asset Value
- Temperature
- Probability (%)
- Projected Close Date
- Source Channel
- Source Channel Detail
- Current Custodian or Provider
- Competition
Action
Write
- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
Action
Search
- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
Action
Search

- First Name
- Last Name
- Primary Phone
- Primary Email
- Source Name
- External ID
- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Polling
Try It

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Opportunity Created
Triggers when a new opportunity is created.
Trigger
Polling
Try It
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Write
- Source Name
  Required
- External Id
  Required
- First name
  Required
- Last name
  Required
- Mailing Address State
- Mailing Address City
- Mailing Address Street
- Mailing Address Zip
- Primary Phone
- Primary Email
- Country of Citizenship
- State of Residence
- Date of Birth
- Age
- Retirement Date
- Gender
- Marital Status
- Employer Name
- Job Title
- Hobbies
- Note
Action
Write
- Household ID
- Opportunity Description
- Opportunity Status
- Date Range - Created After
- Date Range - Created Before
- Source Name
- External ID
- Sort By Recency
Action
Search
- Search Household Name
- Search Household Id
- Search Client First Name
- Search Client Last Name
- Search Primary Phone
- Search Primary Email
- Search Source Name
- Search External Id
- Source Name
  Required
- External Id
  Required
- First Name
  Required
- Last Name
  Required
- Address Dear
- Address Street
- Address City
- Address Zip
- Address State
- Address Country
- Phone Number
- Email Address
- Additional Email
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact Email
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About AdvisorEngine CRM

AdvisorEngine CRM is a platform for financial advisors- automating workflows,dashboards and practice tools so you can focus more on clients and less on admin.

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Related categories

CRM (Customer Relationship Management)

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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Create HubSpot deals from new AdvisorEngine CRM opportunities