Close + HubSpot

Create HubSpot deals for new Close leads

Effortlessly keep your sales pipeline up-to-date with this automation. When a new lead is added in Close, this workflow will fetch the corresponding deal in HubSpot, ensuring your team has the latest information on potential clients. Streamline your sales process and let this automation help you maintain accurate records while you focus on winning deals.

Effortlessly keep your sales pipeline up-to-date with this automation. When a new lead is added in Close, this workflow will fetch the corresponding deal in HubSpot, ensuring your team has the latest information on potential clients. Streamline your sales process and let this automation help you maintain accurate records while you focus on winning deals.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Get Deal

    Gets an existing deal by ID.

    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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