Close + HubSpot

Create new HubSpot engagements when there are new calls in Close

With this workflow, every time you have a new call in Close, an engagement gets created in HubSpot instantly. This efficient automation aids in tracking your communication, enriching your customer profile, and maintaining up-to-date records in HubSpot. The seamless link between Close and HubSpot helps to manage your customer interactions effectively and in a timely manner.

With this workflow, every time you have a new call in Close, an engagement gets created in HubSpot instantly. This efficient automation aids in tracking your communication, enriching your customer profile, and maintaining up-to-date records in HubSpot. The seamless link between Close and HubSpot helps to manage your customer interactions effectively and in a timely manner.

  1. When this happens...
    CloseClose
    New Call

    Triggers when a new Call is created or completed.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for 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

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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