Create integrations between HubSpot and IntelligenceBank to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect HubSpot and IntelligenceBank 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.
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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.
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
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.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.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.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 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.Note
Note
Contact EmailRequired
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 foundDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPlatform URLRequired
Email AddressRequired
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TargetRequired
File NameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File NameRequired
Remote File NameRequired
Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Record _idRequired
Update Record As DraftRequired
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource Name
Resource IdRequired
File - TypeRequired
File - Tmp FilenameRequired
File - SizeRequired
File - New NameRequired
Create New VersionRequired
New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder _id
Search Sub-Folders
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
Search Keywords
Search Scope
File Extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appParent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
Destination Folder _idRequired
Folder NameRequired
Folder Description
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 ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier 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.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier 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
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
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.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.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 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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
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 foundResolved
Source TypeRequired
Source
Parent MarkUp Comment
MarkUp Comment Creator
Keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Create Record As Draft
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File - TypeRequired
File - Tmp NameRequired
File - SizeRequired
File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource URLRequired
Resource NameRequired
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase _idRequired
Sort by Field. Left blank to sort by relevance.Required
Sort orderRequired
Max Results (1-100)Required
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
Template Group _idRequired
Group NameRequired
Group Description
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