Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Dovetail with HubSpot - no code necessary. See how you can get setup in minutes.
100%
Help
Dovetail
Dovetail
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Dovetail
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Published Insight" from Dovetail.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dovetail and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Dovetail and HubSpot with AI agents and code
Beyond Zap workflows. Call Dovetail and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Dovetail and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Data Point to Channel
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Dovetail and HubSpot
Track new projects' customer feedback.
When a new project is created in Dovetail, Zapier uploads the relevant data into HubSpot, providing an overview directly in your CRM. This centralizes customer insights, helping business owners make more informed decisions and improving efficiency.
When a new ticket is created in HubSpot, Zapier automatically adds relevant customer insights from Dovetail to help support teams provide more informed responses. This reduces resolution time and boosts customer satisfaction.
When a new insight is published in Dovetail, Zapier creates or updates a campaign in HubSpot to ensure your marketing campaigns always leverage the latest customer research. This keeps messaging relevant and consistent, improving engagement metrics.
Level up your Dovetail to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Dovetail + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dovetail and HubSpot
How do I set up the Dovetail and HubSpot integration?
To set up the integration between Dovetail and HubSpot, you need to create a new Zap in our platform. After choosing Dovetail as the trigger app, select an event such as 'New Insight Created'. Then choose HubSpot as the action app and define actions like 'Create or Update Contact' based on your workflow needs.
What triggers are available for Dovetail in this integration?
You can use various triggers such as 'New Insight Created', 'New Highlight Created', and 'Tag Applied to Note' when integrating with HubSpot.
What kind of actions can I automate in HubSpot using this integration?
In HubSpot, you can automate actions such as creating or updating contacts, adding notes, or creating tasks based on activities in Dovetail.
Is coding knowledge required to integrate Dovetail with HubSpot?
No coding knowledge is necessary to integrate Dovetail with HubSpot. Our platform uses a user-friendly interface where you can set up triggers and actions within minutes without writing any code.
Can I update an existing contact in HubSpot when a new insight is added in Dovetail?
Yes, by setting the trigger event in Dovetail to 'New Insight Created', you can update existing contacts in HubSpot through specified action settings.
Are there limits on how many Zaps I can connect with my Dovetail and HubSpot accounts?
The number of Zaps you can connect depends on your subscription plan. Review your plan details to understand how many simultaneous integrations are permitted.
How do I ensure data accuracy between Dovetail and HubSpot?
We recommend setting up error notifications within your Zaps so that you're alerted if anything goes amiss during data transfer between Dovetail and HubSpot.
About Dovetail
Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source of truth for customer knowledge.
