Autotask + HubSpot

Create tasks in Autotask for new deals in HubSpot

Improve your efficiency with this workflow that connects HubSpot and Autotask. When a new deal is initiated in your HubSpot, a corresponding task is immediately established in Autotask. This seamless process ensures no deals fall through the cracks, allowing your team to promptly act on every opportunity.

Improve your efficiency with this workflow that connects HubSpot and Autotask. When a new deal is initiated in your HubSpot, a corresponding task is immediately established in Autotask. This seamless process ensures no deals fall through the cracks, allowing your team to promptly act on every opportunity.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerScheduled
  2. automatically do this!
    AutotaskAutotask
    Create Task

    Triggers when a new Task is found.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
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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