HubSpot + Motion.io

Create projects in Motion.io when new deal stages are updated in HubSpot

Instead of manually creating projects and inviting customers to Motion.io portals when a deal stage is updated in HubSpot (for example, deal stage = closed/won), this Zap automates the process. Whenever a new deal stage is updated in HubSpot, this Zap will find the contact associated with the deal. Then, in the final step of this workflow, Zapier will create a project in Motion.io (either from scratch or one of your templates) and invite the client to their portal using the contact information pulled in from HubSpot.

Instead of manually creating projects and inviting customers to Motion.io portals when a deal stage is updated in HubSpot (for example, deal stage = closed/won), this Zap automates the process. Whenever a new deal stage is updated in HubSpot, this Zap will find the contact associated with the deal. Then, in the final step of this workflow, Zapier will create a project in Motion.io (either from scratch or one of your templates) and invite the client to their portal using the contact information pulled in from HubSpot.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerPolling
  2. automatically do this...
    HubSpotHubSpot
    Get Contact

    Gets an existing contact by ID.

    ActionWrite
  3. then do this!
    Motion.ioMotion.io
    Create Project

    Creates a new project in Motion.io (optionally using a defined template).

    ActionWrite
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Supported triggers and actions

    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Polling
    Try It
    • Event Type

    Trigger
    Polling
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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About Motion.io

Motion.io is a client onboarding platform that helps you get what you need from clients to keep your projects moving.
Learn more

Related categories

  • Project Management