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Dubsado
Dubsado
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Dubsado
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Contract Signed" from Dubsado.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dubsado 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 Dubsado and HubSpot with AI agents and code
Beyond Zap workflows. Call Dubsado 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 Dubsado and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Project
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.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Dubsado and HubSpot
Automatically add new Dubsado leads to HubSpot.
When a new lead is created in Dubsado, Zapier automatically adds the lead to HubSpot as a new contact. Ensures seamless syncing of potential clients between systems without manual input, improving data consistency and saving time.
When a form is submitted in HubSpot, automatically create a new lead in Dubsado with Zapier. This integration provides streamlined management of submissions, ensuring that marketing efforts are captured for follow-up with potential clients.
When a new deal is created in HubSpot, automatically set up a project in Dubsado with Zapier. This workflow minimizes manual handoffs between sales and project management, ensuring a faster and error-free start to projects. It improves response times and reduces data entry errors.
Level up your Dubsado 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 Dubsado + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dubsado and HubSpot
How do I set up a trigger for Dubsado in HubSpot?
To set up a trigger for Dubsado in HubSpot, you need to create a Zap using our platform. Start by selecting Dubsado as your trigger app and choose an event such as 'New Project' or 'Updated Lead'. Then, connect it with your HubSpot account to initiate actions like 'Create Contact' or 'Update Deal.'
Can I automatically create new contacts in HubSpot from Dubsado leads?
Yes, you can automatically create new contacts in HubSpot from Dubsado leads by setting up an automation through us. Use the 'New Lead' trigger in Dubsado and pair it with the 'Create Contact' action in HubSpot. This ensures every lead from Dubsado becomes a contact in your CRM effortlessly.
What are the limitations of integrating Dubsado with HubSpot?
When integrating Dubsado with HubSpot, consider that some complex data fields might not map directly between apps. Currently, we support key triggers and actions like creating contacts and updating deals, but always review supported features per integration.
Is it possible to update existing deals in HubSpot based on changes in Dubsado projects?
Absolutely! You can set this up by creating a workflow where changes in a Dubsado project trigger updates to existing deals in HubSpot. Use the 'Project Status Change' trigger paired with the 'Update Deal' action.
How often does data sync between Dubsado and HubSpot occur?
Data syncing between Dubsado and HubSpot via our platform usually occurs instantly as triggers are activated. However, specific workflows might experience slight delays depending on the complexity of automations.
Can we use custom fields from Dubsado when creating updates in HubSpot?
Yes, custom fields from Dubsado can be mapped when configuring your workflows with us. Ensure these fields are aligned during setup so that when triggers occur, they populate correctly into relevant sections within HubSpot.
What should I do if my integration between Dubasdo and Hubspot is not working properly?
First, verify all connection credentials for both apps are current. Check if the correct triggers and actions have been selected. If issues persist, reviewing detailed logs via our dashboard can help pinpoint errors or consult our support team for assistance.
About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
