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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Filevine.

Add your action

An action happens after the trigger—such as "Add Contact to List" in HubSpot.

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Zapier seamlessly connects Filevine 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.

    • Event
      Required
    • Load additional data?
    Trigger
    Instant
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    • FirstName
      Required
    • LastName
    • Phone Numbers
    • Email Addresses
    • Address line 1
    • Address line 2
    • City
    • State
    • Zip code
    • Label
    • Contact Types
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project Type
      Required
    • ProjectName
      Required
    • Contact
      Required
    • IncidentDate
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    • Collection
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write

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Practical ways you can use Filevine and HubSpot

Sync new Filevine projects to HubSpot contacts

When a new project is created in Filevine, Zapier automatically creates or updates the corresponding contact in HubSpot. This automation ensures that your marketing and sales teams remain aligned with the latest project developments, saving time and eliminating duplicate data entry.

Business Owner
Try it
Track form submissions from HubSpot to Filevine

Track important contact form submissions without manual effort. When a new form submission is received in HubSpot, Zapier creates a corresponding project in Filevine, ensuring all relevant data is centralized for further case or project management.

IT
Generate HubSpot leads for new Filevine contacts

When a new contact is added in Filevine, Zapier automatically creates a lead in HubSpot, ensuring marketing efforts are not delayed. This smooth handoff between case management and your CRM optimizes lead entry and improves campaign targeting.

Marketing & Marketing Ops

Learn how to automate HubSpot on the Zapier blog

Make work flow with AI

Level up your Filevine to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Filevine + HubSpot integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Filevine and HubSpot

Can I automatically create a contact in Filevine when a new contact is added in HubSpot?

Yes, you can set up a workflow that triggers when a new contact is added in HubSpot. This trigger will create a corresponding contact in Filevine, ensuring that your contact lists are always synchronized.

How can I update a Filevine project when a deal reaches a certain stage in HubSpot?

You can configure an action to update specific fields of a project in Filevine when a deal reaches your chosen stage in HubSpot. This involves setting the appropriate trigger conditions and mapping the fields accordingly.

Is it possible to automate task creation in Filevine based on emails received in HubSpot?

Indeed, you can automate task creation by setting an email-related trigger in HubSpot that leads to the action of creating tasks within Filevine. You can specify conditions like sender or subject to tailor this automation.

How do we ensure data security and integrity during integration between Filevine and HubSpot?

We use secure authentication methods and stringent data transfer protocols to maintain data security and integrity. Additionally, our integration logs all changes to help you track any modifications made during automated workflows.

Can I synchronize notes between HubSpot and Filevine?

While direct synchronization of notes isn't available as a standard feature, you can export notes from HubSpot as part of an action that updates corresponding information within your projects or contacts in Filevine.

What should we do if an integration fails due to connection issues?

First, check your API keys and ensure both platforms are properly connected. Our system provides error messages which guide troubleshooting. If problems persist, consider reaching out for support with detailed error logs for resolution.

Are there limitations on the number of records that can be processed during integration?

There might be limits based on the API constraints of both platforms. It's advisable to consult each platform's documentation on request limits per minute or day to avoid interruptions due to exceeding these thresholds.

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About Filevine
Filevine is a modern case management system for law firms.
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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