Connect Halo Service Solutions and HubSpot to unlock the power of automation

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Quickly connect Halo Service Solutions to HubSpot with a Zapier template.

Our most popular template

Create Halo Service Solutions users from new HubSpot form submissions
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HubSpot + Halo Service Solutions
Create tickets in Halo Service Solutions for new form submissions in HubSpot
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HubSpot + Halo Service Solutions
Create customers in Halo Service Solutions when new contact properties change in HubSpot
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HubSpot + Halo Service Solutions
Create new Halo Service Solutions customers from new HubSpot companies
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HubSpot + Halo Service Solutions
Update deals in HubSpot when tickets are updated in Halo Service Solutions
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Halo Service Solutions + HubSpot

Create Halo Service Solutions users from new HubSpot form submissions

Details

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HubSpot + Halo Service Solutions

Create tickets in Halo Service Solutions for new form submissions in HubSpot

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Try it

HubSpot + Halo Service Solutions

Create customers in Halo Service Solutions when new contact properties change in HubSpot

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HubSpot + Halo Service Solutions

Create new Halo Service Solutions customers from new HubSpot companies

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HubSpot + Halo Service Solutions

Update deals in HubSpot when tickets are updated in Halo Service Solutions

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Halo Service Solutions + HubSpot

How Zapier works

Zapier makes it easy to integrate Halo Service Solutions with HubSpot - no code necessary. See how you can get setup in minutes.

Select a trigger from Halo Service Solutions

A trigger is an event that starts your Zap and runs the workflow. For example, with Halo Service Solutions, a trigger could be "New Ticket."

A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Halo Service Solutions to HubSpot

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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.

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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.

Connect Halo Service Solutions and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Description
  Required
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- Name
  Required
- Top Level
- Important Customer
- Site Name
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Email Address
  Required
- Ticket Type
- Summary
- Details
- Priority
Action
Write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It

- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Instant
Try It

Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Scheduled
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Article State
  Required
- Blog Post URL
  Required
- Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
Action
Write
- Note
- Note
- Contact's Email
  Required
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

- Description
  Required
- Customer
- Site
- End User
- Ticket Type
- Status
- Service Level Agreement
- Priority
- Team
- Agent
Trigger
Instant
Try It
- Name
  Required
- Customer Name
  Required
- Main Site
  Required
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Postcode
- Contact Name
- Contact Email Address
Action
Write
- Name
  Required
- Customer Name
  Required
- Site Name
  Required
- Email Address
- Network Login
- Phone Number
- Mobile Phone Number
Action
Write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact's Email
  Required
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- 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
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message Content
  Required
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write