Close + HubSpot

Create or update HubSpot contacts for new Close opportunities

Stay organized and streamline your sales process with this efficient workflow between Close and HubSpot. When a new opportunity arises in Close, this automation instantly creates or updates the corresponding contact in HubSpot, ensuring your customer database remains up-to-date and making it effortless to follow up with potential clients. Save time and improve lead management by connecting the Close app and HubSpot app seamlessly.

Stay organized and streamline your sales process with this efficient workflow between Close and HubSpot. When a new opportunity arises in Close, this automation instantly creates or updates the corresponding contact in HubSpot, ensuring your customer database remains up-to-date and making it effortless to follow up with potential clients. Save time and improve lead management by connecting the Close app and HubSpot app seamlessly.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Update Contact

    Update a Contact in HubSpot.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    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 more

Related categories

  • 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 more

Related categories

  • Marketing Automation

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