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HubSpot
HubSpot
1. Choose trigger event
FYI
FYI
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create or Update Client" in FYI.
You’re connected!
Zapier seamlessly connects HubSpot and FYI, 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.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates 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.
Create Associations
Creates 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
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company 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.
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.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product 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.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
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
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates 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.
Update Contact
Update 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.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update 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.
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.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
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
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
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
Note
Additional properties to retrieve
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 or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
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
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
Create client if it doesn’t exist yet
Required
Export to xero if connected
Required
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create group if it doesn’t exist yet
Required
New Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Web Link
Required
Source
Client Email
User Email
Client Code
Export Code
XPM ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subject
Required
Start Date
Required
Due Date
Required
Create task if it doesn’t exist yet
Required
Client Email
Client Name
Task Code
Assignee Email
Delegator Email
Message
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client
Find across group
Type
Job Number
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use HubSpot and FYI with AI agents and code
Beyond Zap workflows. Call HubSpot and FYI 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 HubSpot and FYI actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Create or Update Client
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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Customers have created over 25 million Zaps on the platform
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Practical ways you can use HubSpot and FYI
Log client interactions for better tracking.
When a client record is updated in HubSpot, Zapier creates or updates a document in FYI for tracking purposes. This ensures a comprehensive and organized log for IT service interactions, minimizing errors and improving accessibility.
Archive lead follow-up emails based on HubSpot forms
When a form is submitted in HubSpot by a prospective lead, Zapier creates a corresponding file note in FYI for record-keeping. This automation ensures all lead communication is systematically archived, improving organization and enhancing follow-up efficiency.
Level up your HubSpot to FYI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + FYI integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and FYI
How can I integrate HubSpot with FYI using your platform?
To integrate HubSpot with FYI, you would typically use triggers and actions. For example, a trigger in HubSpot could be a new contact added, which then triggers an action in FYI, such as organizing the document storage related to that contact. Our platform facilitates this seamless connection without requiring any coding.
What specific triggers from HubSpot can be used to start actions in FYI?
Some common triggers from HubSpot include when a new contact is created, a deal stage is updated, or an email is opened. These events can initiate actions within FYI, like archiving emails or updating document repositories.
Is it possible to track email opens in HubSpot and reflect this in FYI automatically?
Yes, if you set up email open as a trigger in HubSpot through our platform, you can have this event automatically update records or documents related to that client within FYI.
Can we automate file organization in FYI based on activities or deals managed in HubSpot?
Absolutely! For instance, when a deal moves stages in HubSpot, our integration allows for automatic categorization and organization of files related to that deal within FYI. This enables better document management without manual effort.
Do I need any technical skills to connect HubSpot with FYI on your platform?
No technical skills are required. We've designed the integration process to be user-friendly and intuitive. You just need an account for both applications and follow our step-by-step guide for setting up the desired triggers and actions.
What are some practical examples of using this integration day-to-day?
A practical example would be automatically syncing new client information from HubSpot to FYI's document management system so sales teams always have access to the latest documents whenever a client record is updated in HubSpot.
Are there limitations on what data can be transferred between HubSpot and FYI through your integration?
While most data types are supported such as contacts, deals, and emails for triggers and file management actions - certain custom fields might require additional configuration. However, most standard needs are covered by our existing capabilities.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
