Homebot + HubSpot
Create new Homebot clients from new contacts in your HubSpot list
Begin a seamless automation process with this workflow. Every time you add a new contact to your list in HubSpot, it triggers the creation of a new client in Homebot. It’s a streamlined way to ensure your contacts are consistently updated across both platforms. It not only saves valuable time, but also increases efficiency in managing your customer database.
Begin a seamless automation process with this workflow. Every time you add a new contact to your list in HubSpot, it triggers the creation of a new client in Homebot. It’s a streamlined way to ensure your contacts are consistently updated across both platforms. It not only saves valuable time, but also increases efficiency in managing your customer database.
- When this happens...
New Contact in ListTriggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientCreating a new client
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planObject TypeRequired
Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create CRM Object
Creates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete CRM Object
Deletes a CRM object from HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get CRM Object
Gets a CRM object from HubSpot by ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient IDRequired
Saved Search NameRequired
Minimum PriceRequired
Maximum PriceRequired
CityRequired
State AbbreviationRequired
Zip CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Maximum Loan AmountRequired
Down Payment AmountRequired
Maximum Home PriceRequired
Loan Type
Loan Term
Expiration Date
Pre-appoval
Prospective Property Address
Prospective Property Zip Code
Compliance AcknowledgementRequired
Estimated Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Home ID
Include clientsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Home IDRequired
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood insurance monthly
Hazard insurance company
Hazard insurance monthly
HOA dues
Lot size
Occupancy status
Sold date
Sold price
Title insurance company
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Treat As Prospect
Close Date
Date of birth
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient IDRequired
Treat As Prospect
Close Date
Date of birth
EmailRequired
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planObject TypeRequired
Properties to Retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update CRM Object
Updates a CRM object in HubSpot
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find CRM Object
Finds CRM objects by searching with filters
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTreat As Prospect
Close Date
Date of birth
EmailRequired
First NameRequired
Last NameRequired
Locale
Mobile
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Home IDRequired
AmountRequired
DateRequired
Company loan IDRequired
Adjustable
APR
ARM first period change
ARM index
ARM life cap
ARM margin
ARM rate cap
ARM years initial
Escrow monthly
FHA mi monthly
Finance type
First payment due date
Lien position
LO NMLS
Loan program
Loan type
MI downpayment
MLC NMLS
PMI monthly
Rate
refi
Refi purpose
Term years
Total monthly payment
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Webhook URLRequired
Event sources whitelist
Username
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Buyers access
Buying close date
Date of birth
Email
First name
Last name
Preferred languge
Phone number
Borrower Type
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Amount
Date
Adjustable
APR
ARM first period change
ARM index
ARM life cap
ARM margin
ARM rate cap
ARM years initial
Company loan ID
Escrow monthly
FHA MI monthly
Finance type
First payment due date
Lien position
LO NMLS
Loan program
Loan type
MI downpayment
MLC NMLS
PMI Monthly
Rate
Refi
Refi Purpose
Term Years
Total Monthly Payment
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StreetRequired
Unit
Zip codeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStreetRequired
Unit
Zip codeRequired
Client IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundClient IDRequired
Address (street)Required
Address (zip)Required
Address (unit)
Appraised date
Appraised value
Bathrooms
Bedrooms
Expenses total
Finished sq ft
Flood Insurance
Hazard Insurance Company
Hazard insurance cost
HOA dues
Lot size
Occupancy status
Sold date
Sold Price
Title insurance
Total rooms
Year built
First external mapping source
First external mapping ID
Second external mapping source
Second external mapping ID
Third external mapping source
Third external mapping ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Homebot
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