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HubSpot + Insightly

Track newly created or updated HubSpot companies by creating records in Insightly

Stay organized and up-to-date by automatically creating Insightly records whenever there are newly created or updated companies in HubSpot. This workflow simplifies your task management, ensuring your CRM data stays accurate without having to do manual data entry or monitor changes in HubSpot constantly. Streamline your sales and marketing processes and save time with this seamless automation.

Stay organized and up-to-date by automatically creating Insightly records whenever there are newly created or updated companies in HubSpot. This workflow simplifies your task management, ensuring your CRM data stays accurate without having to do manual data entry or monitor changes in HubSpot constantly. Streamline your sales and marketing processes and save time with this seamless automation.

  1. When this happens...
    HubSpotHubSpot
    Company Recently Created or Updated

    Triggers when a company recently created or updated.

    TriggerScheduled
  2. automatically do this!
    InsightlyInsightly
    Create Record

    Creates a Record

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Type of Custom ObjectRequired

    Trigger
    Scheduled
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    • 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
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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