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Close + HubSpot

Create opportunities in Close for newly created or updated companies in HubSpot

Keep track of new or updated companies in HubSpot and efficiently manage potential business deals by creating opportunities in Close. This workflow automatically creates an opportunity in Close whenever there's a recently created or updated company in HubSpot. Stay organized, save time, and nurture leads effectively with this seamless automation.

Keep track of new or updated companies in HubSpot and efficiently manage potential business deals by creating opportunities in Close. This workflow automatically creates an opportunity in Close whenever there's a recently created or updated company in HubSpot. Stay organized, save time, and nurture leads effectively with this seamless automation.

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

    Triggers when a company recently created or updated.

    TriggerScheduled
  2. automatically do this!
    CloseClose
    Create Opportunity

    Creates a new opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Type of Custom ObjectRequired

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo

About HubSpot

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

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