HubSpot + PortalCX

Create PortalCX portals from new HubSpot deals

When a new HubSpot deal is added, a customer portal will be created and sent to the customer automatically! Connecting these applications will enable PortalCX to take care of future notifications to the customer via email and text with a link to their customer portal. PortalCX can provide the where, the when, and the how to about the customer account or project.

When this happens...
New Deal
New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.
TriggerScheduled
automatically do this!
Create Project From Template
Creates a project portal based on the project template setup in your PortalCX account.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
- Property NameRequired
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It

- FormRequired
Trigger
Instant
Try It
- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It

- Type of Custom ObjectRequired
Trigger
Instant
Try It
- ChannelRequired
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property NameRequired
Trigger
Scheduled
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- Note
- List NameRequired
- Contact EmailRequired
- 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
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
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 Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write

HubSpot + PortalCX

Create PortalCX portals from new HubSpot deals

Supported triggers and actions

New Company

Company Recently Created or Updated

Line_item Recently Created or Updated

Deal Property Change

Email Subscriptions Timeline

New Form Submission

New Contact in List

New Custom Object

New Social Media Message

New Product

New Company Property Change

New Custom Object Property Change

Add Contact to List

Create Company

Create Associations

Create Social Media Message

Create Deal Deprecated

Add Contact to Workflow

Get Contact

Get Deal

Get Line_item

Get Ticket

Create COS Blog Post

Create Product

Remove Contact From List

Create Ticket

Update Contact

Update Line_item

Update Ticket

Remove Email Subscription

Create or Update Contact