BrightManager + HubSpot

BrightManager + HubSpot integrations

Update clients in BrightManager when deal stages are updated in HubSpot

Streamline your client management process using this workflow. Once a deal stage is updated in HubSpot, a new client is instantly created in BrightManager. This seamless communication between both apps ensures your records are up-to-date, saving you from performing tedious manual updates. It eradicates inconsistencies and enhances the efficiency of your operations.

When this happens...
Updated Deal StageTriggers when a deal enters a specified stage.
TriggerPolling
automatically do this!
Create ClientCreate a new Client within BrightManager
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with HubSpot and BrightManager

Discover other triggers and actions you can use with HubSpot and BrightManager

- 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
Client Created
Triggers when a Client is created within BrightManager.
Trigger
Instant
Try It
Client Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Trigger
Instant
Try It
- Client Name
  Required
- Legal Form
  Required
- Client Status
  Required
- Company Number
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Line 4
- Registered Address City
- Registered Address Region
- Registered Address Postcode
- Registered Address Country
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
- Middle Name
- Last Name
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Client Manager
- Client Partner
Action
Write
- Client ID
  Required
- Service Name
  Required
Action
Write
- Client_id
  Required
Action
Write
- Client_name
  Required
Action
Search

- 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
Client Deleted
Triggers when a Client is deleted within BrightManager.
Trigger
Instant
Try It
Client Updated
Triggers when a Client/Prospect is updated within BrightManager.
Trigger
Instant
Try It
- Client ID
  Required
- Service Name
  Required
Action
Write
- Client_id
  Required
Action
Write
- Client ID
  Required
- Client Name
- Legal Form
- Client Status
- Company Number
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Line 4
- Registered Address City
- Registered Address Region
- Registered Address Postcode
- Registered Address Country
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
- Middle name
- Last Name
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Title
- First Name
- Middle name
- Last Name
- Email Address
- Telephone Number
- Mobile Number
- Postal Address Line 1
- Postal Address Line 2
- Registered Address Line 3
- Postal Address Line 4
- Postal Address City
- Registered Address Region
- Postal Address Postcode
- Postal Address Country
- Client Manager
- Client Partner
Action
Write

About BrightManager

BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.

HelpHelp

Related categories

Accounting

About HubSpot

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

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Inbound Now

Marketing Automation, WordPress

Intercom

Customer Support

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new BrightManager clients to HubSpot

Create new HubSpot companies from newly created BrightManager clients