Connect HubSpot and Kantata OX to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings HubSpot and Kantata OX together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Kantata OX - no code necessary. See how you can get setup in minutes.
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 Project" in Kantata OX.
You’re connected!
Zapier seamlessly connects HubSpot and Kantata OX, 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.
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Practical ways you can use HubSpot and Kantata OX
Create project tasks from HubSpot deals.
When a new deal is created in HubSpot, Zapier can automatically generate a corresponding task or deliverable in Kantata OX. This ensures alignment between your sales pipeline and ongoing project management in just a click.
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Sync leads to project management.
When a new lead fills out a form in HubSpot, Zapier can create a task in Kantata OX to ensure the team follows up. This automation ensures no lead gets left behind and boosts follow-up efficacy.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Kantata OX integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Kantata OX
What is required to set up the initial integration between HubSpot and Kantata OX?
To set up the integration between HubSpot and Kantata OX, you'll need active accounts on both platforms. Ensure you have the necessary permissions to create and configure integrations on these accounts. Our integration supports various triggers and actions in both systems, so make sure to identify which workflows you aim to automate.
Can I create custom triggers for my workflows when integrating these platforms?
Yes, you can create custom triggers for your workflows between HubSpot and Kantata OX. You can set triggers like 'New Contact in HubSpot' or 'Project Creation in Kantata OX' to initiate specific actions across the platforms. These triggers help automate your workflow based on predefined conditions.
How does data sync between HubSpot and Kantata OX work once integrated?
Data syncs automatically between HubSpot and Kantata OX using our integration interface. Actions such as creating or updating contacts, tasks, or projects in one platform will trigger corresponding updates in the other system, ensuring consistency across both applications.
Are there any limitations on the type of data that can be transferred between these systems?
While most data types can be transferred smoothly, certain custom fields or non-standard objects might require additional configuration. We recommend reviewing our documentation for any specific limitations related to data types during the integration process.
What happens if an action fails during a triggered workflow?
If an action fails during a triggered workflow, we provide error notifications detailing what went wrong. Our troubleshooting guide includes steps to resolve common issues such as permission errors or incorrect field mappings.
How often do automated processes run once an integration is live?
Automated processes run according to the specified triggers within your integration settings. Depending on the configuration, some automations may occur instantly (real-time), while others may follow a scheduled interval check.
Is it possible to disconnect HubSpot from Kantata OX after setting up the integration, and what will happen then?
Yes, you can disconnect HubSpot from Kantata OX at any time through our platform interface. Upon disconnection, automated workflows will cease immediately; however, historical data previously synced remains unaffected.
