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HubSpot + PitBullTax Software

Create clients/prospects in PitBullTax Software from new contacts in HubSpot lists

Seamlessly grow your client and prospect database by connecting HubSpot and PitBullTax Software. With this workflow, every time a new contact is added to a list in HubSpot, their details are instantly used to create or update a client or prospect record in PitBullTax Software. Spend less time on manual import tasks and more on expanding your business opportunities through efficient automation.

When this happens...
New Contact in ListTriggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).
TriggerInstant
automatically do this!
New or Update Client / ProspectCreating a new client or updating an existing one
ActionWrite

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More things you can do with HubSpot and PitBullTax Software

Discover other triggers and actions you can use with HubSpot and PitBullTax Software

- Note
- Additional properties to retrieve
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- Object Type
  Required
- Properties to Retrieve
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- Note
- Additional properties to retrieve
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- Note
- Additional properties to retrieve
Trigger
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- Event Type
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- Type
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Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
Write
- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
Delete CRM Object
Deletes a CRM object from HubSpot
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Product ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
Write
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
Updated Case Status
Updated Case Status From PitBullTax Applications.
Trigger
Polling
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- Folder
  Required
Trigger
Polling
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New or Updated Client Activity Note
New or Updated Client Activity Note From PitBullTax Applications.
Trigger
Polling
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Updated Clients
Updated Clients From PitBullTax Applications.
Trigger
Polling
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- Client Type
Action
Write
- Client Type
- Update By
  Required
Action
Write

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
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- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
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- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Publish This Post?
  Required
- Blog Post URL
  Required
- Blog Post Title
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
New Client / Prospect
New Client From PitBullTax Applications.
Trigger
Polling
Try It
New or Updated Case
Triggers when a case is created or updated in PitBullTax.
Trigger
Polling
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Created or Updated Client
Created or Updated Client From PitBullTax Applications.
Trigger
Polling
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- Client Type
- Update By
Action
Write
- Case_name
  Required
- Date Created
- Client_id
  Required
- Client_name
  Required
- Priority
- Case_status
- Case_manager
- Sales_representative
- Estimated_hours
- Estimated_delivery_date
- Estimated_fee
- Actual_hours
- Actual_delivery_date
- Actual_fee
Action
Write
- File
  Required
- Folder
  Required
- File Name
  Required
- File Extension
Action
Write

About HubSpot

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

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About PitBullTax Software

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

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Related Zap Templates

Create or update clients / prospects in PitBullTax Software from new companies in HubSpot

Create or update PitBullTax Software clients / prospects when HubSpot companies are recently created or updated