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Set up your first integration
Quickly connect Filevine to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Filevine with HubSpot - no code necessary. See how you can get setup in minutes.
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.
You’re connected!
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.
- EventRequired
- Load additional data?
Try ItTriggerInstant- FirstNameRequired
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact TypesRequired
ActionWrite- ProjectRequired
- Project TypeRequired
ActionWrite- Project TypeRequired
- ProjectNameRequired
- ContactRequired
- IncidentDate
ActionWrite
- ProjectRequired
- Project TypeRequired
- CollectionRequired
ActionWrite- ProjectRequired
- Project TypeRequired
ActionWrite- ProjectRequired
- Project TypeRequired
ActionWrite- ProjectRequired
- Project TypeRequired
ActionWrite
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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
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.
ITGenerate 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 OpsLearn how to automate HubSpot on the Zapier blog
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.
