Autotask + HubSpot

Create opportunities in Autotask for new or updated HubSpot companies

Efficiently manage your company's growth and sales pipeline with this HubSpot-Autotask workflow. When a company is recently created or updated in HubSpot, an opportunity will be created in Autotask, allowing you to effectively track potential leads and business endeavors. This streamlined process helps you stay organized and maintain a clear view of your sales opportunities.

Efficiently manage your company's growth and sales pipeline with this HubSpot-Autotask workflow. When a company is recently created or updated in HubSpot, an opportunity will be created in Autotask, allowing you to effectively track potential leads and business endeavors. This streamlined process helps you stay organized and maintain a clear view of your sales opportunities.

  1. When this happens...
    HubSpotHubSpot
    Company Recently Created or Updated

    Triggers when a company recently created or updated.

    TriggerScheduled
  2. automatically do this!
    AutotaskAutotask
    Create Opportunity

    Triggers when a new opportunity is found.

    ActionWrite
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Supported triggers and actions

What does this mean?
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autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Help

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  • CRM (Customer Relationship Management)

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hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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