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Zapier makes it easy to integrate Halo Service Solutions with HubSpot - no code necessary. See how you can get setup in minutes.
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Halo Service Solutions
Halo Service Solutions
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Halo Service Solutions
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Ticket" from Halo Service Solutions.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Halo Service Solutions 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.
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates 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.
Create CRM Object
Creates a CRM object in HubSpot
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
Object Type
Required
Processing Type
Required
Folder ID
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.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact 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.
Deal 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.
Line_item 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.
Ticket 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.
Note
Blog URL
Required
Blog Author
Required
Publish This Post?
Required
Blog Post URL
Required
Blog Post Title
Required
Blog Post Content
Required
Meta Description
Required
Featured image URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates 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.
Remove Associations
Removes 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
Form
Required
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update 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.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update 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.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
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
Type of Custom Object
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
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
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 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
Name
Required
Note
Company
Contact
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 Halo Service Solutions and HubSpot with AI agents and code
Beyond Zap workflows. Call Halo Service Solutions 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 Halo Service Solutions and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Customer
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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Practical ways you can use Halo Service Solutions and HubSpot
Sync new tickets with customer details
When a new ticket is created in Halo Service Solutions, Zapier will automatically create or update a Contact in HubSpot using the ticket's customer details. This ensures that customer information in HubSpot is always up-to-date, providing better context for streamlined support workflows.
Whenever a ticket is updated in Halo Service Solutions, Zapier will automatically update the corresponding ticket in HubSpot. This reduces manual data entry and ensures that everyone has the most current information in the CRM for accurate follow-ups.
When a contact is updated in HubSpot with a specific property indicating a service-related inquiry, Zapier will automatically create a corresponding ticket in Halo Service Solutions. This helps the sales ops team track and resolve customer issues efficiently, ensuring faster resolution times and improved customer satisfaction.
Level up your Halo Service Solutions 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 Halo Service Solutions + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Halo Service Solutions and HubSpot
How do I integrate Halo Service Solutions with HubSpot using our platform?
To integrate Halo Service Solutions with HubSpot, use our platform to set up a Zap that will facilitate data exchange between the two systems. Begin by selecting Halo Service Solutions and HubSpot as your trigger and action apps, respectively. Follow the guided steps to authenticate your accounts and configure specific events that will trigger data flow between the applications.
What triggers are available for Halo Service Solutions when integrating with HubSpot?
When you integrate Halo Service Solutions with HubSpot through our platform, you have access to several triggers including new ticket creation, ticket status updates, and ticket assignment changes. These triggers allow you to automate workflows based on key updates in your Halo Service account.
Can I create a new contact in HubSpot when a new customer is added in Halo Service Solutions?
Yes, by using our integration platform, you can create an automated workflow where adding a new customer in Halo Service Solutions can trigger the creation of a new contact in HubSpot. Set this up by selecting 'New Customer' as your trigger event and 'Create Contact' in HubSpot as the action.
How do we handle ticket status changes from Halo Service Solutions in HubSpot?
To handle ticket status changes from Halo Service Solutions within HubSpot, configure an automation that triggers whenever there is an update in ticket status. This can be set up to update corresponding records or create notifications within HubSpot based on changes detected in your service tickets.
Is it possible to update an existing deal in HubSpot when a customer request is resolved in Halo Service Solutions?
Yes, it's possible to configure our integration tool so that resolving a customer request in Halo Service Solutions updates an existing deal's information or stage within HubSpot. Set this up by specifying 'Customer Request Resolved' as the trigger and 'Update Deal' as the action.
What actions can be performed in HubSpot based on triggers from Halo Service Solutions?
Through integration via our platform, various actions can be executed within HubSpot such as updating contact or company details, creating tasks, sending follow-up emails or notifications triggered by events like new ticket creations, assignments or updates happening within Halo Service Solutions.
Can workflow automation be tested before going live?
Absolutely. We provide functionality that allows testing of any configured workflows between Halo Service Solutions and HubSpot before they go live. This ensures everything works as expected without impacting your actual data operations.
About Halo Service Solutions
Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.
