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Autotask
Autotask
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Autotask
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from Autotask.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Autotask and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create CRM Object
Creates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Object Type
Required
Processing Type
Required
Folder ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line_item ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Associations
Removes associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Name
Required
Note
Company
Contact
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Autotask and HubSpot with AI agents and code
Beyond Zap workflows. Call Autotask and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Autotask and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Company
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Autotask and HubSpot
Sync new customers from HubSpot to Autotask.
When a new company is added in HubSpot, Zapier automatically creates the same company in Autotask. This saves time and ensures consistent customer records across both platforms, reducing manual entry errors and improving operational efficiency.
Create tickets in Autotask from HubSpot form submissions.
When a form is submitted in HubSpot for IT issues or requests, Zapier uses the details to create a new ticket in Autotask. This ensures no request is overlooked, speeding up response times and improving service management.
When a new contact is created in HubSpot, Zapier adds that contact to Autotask. This keeps sales and support teams aligned, ensuring leads are efficiently nurtured through the pipeline.
Level up your Autotask to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Autotask + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and HubSpot
What is needed to set up an integration between Autotask and HubSpot?
To set up an integration between Autotask and HubSpot, you'll need to have active accounts on both platforms with the appropriate permissions. Our system allows you to connect the two by authenticating your credentials and setting specific triggers and actions, such as creating or updating contacts in HubSpot when there's a new ticket in Autotask.
Can I create a deal in HubSpot when an opportunity is created in Autotask?
Yes, you can configure a trigger-action pair where the creation of an opportunity in Autotask automatically creates a corresponding deal in HubSpot. You'll need to customize this trigger-action configuration according to your workflow requirements.
How often does data sync between Autotask and HubSpot?
The frequency of data synchronization between Autotask and HubSpot depends on how you configure the integration. Triggers can be set for real-time updates or scheduled at specific intervals, ensuring your data stays up-to-date as per your integration needs.
Is it possible to update a contact in HubSpot when their information changes in Autotask?
Absolutely. By setting the appropriate trigger-action rule, changes made to contact information in Autotask can automatically update the corresponding contact details within HubSpot without manual intervention.
What types of fields can be mapped between Autotask and HubSpot?
We support mapping of standard fields such as name, email, company details, phone number, address, etc., as well as custom fields that you have set up within both Autotask and HubSpot. This flexibility ensures that all relevant data transfers correctly during integration events.
Are there any limitations on triggers or actions when integrating these two platforms?
While most standard triggers and actions are supported when integrating with our service, some custom operations may require additional configurations or might not be directly supported. Reviewing our documentation will help identify any such limitations specific to your use case.
How do I troubleshoot if my integration isn't working as expected?
If you're facing issues with your integration, start by checking the configuration for correct trigger-action setups. Ensure that both platforms are properly authenticated. It might also help to review error logs available in our system for diagnostics or consult our support FAQ section for common troubleshooting steps.
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
