HubSpot + re:catch

Create new HubSpot deals from newly created meetings in re:catch

Create an efficient workflow that initiates when a new meeting is scheduled in re:catch, resulting in the formation of a fresh deal in HubSpot. This automation not only saves time but also ensures every meeting gets its corresponding deal in HubSpot seamlessly. Stay organized and proactive by streamlining your sales process with this efficient process.

When this happens...
Meeting Created
Triggers when a new meeting is booked.
TriggerInstant
automatically do this!
Create Deal
Creates a Deal in HubSpot.
ActionWrite

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Supported triggers and actions

- Workflow TitleRequired
Trigger
Instant
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- Meeting TitleRequired
Trigger
Instant
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- Meeting TitleRequired
Trigger
Instant
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Event Type
Trigger
Scheduled
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- Type
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Blog UrlRequired
- Article StateRequired
Trigger
Scheduled
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property NameRequired
- Properties to retrieveRequired
Trigger
Scheduled
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- Note
- Additional properties to retrieve
Trigger
Scheduled
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- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- 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 Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
Action
Write

HubSpot + re:catch

Create new HubSpot deals from newly created meetings in re:catch

Supported triggers and actions

Form Submitted

Meeting Cancelled

Meeting Rescheduled

New Contact

Contact Recently Created or Updated

Product Recently Created or Updated

New Email Event

New Engagement

New Line_item

New COS Blog Article

New Deal

New Ticket Property Change

New Ticket

New Contact Property Change

Updated Deal Stage

Create Company Deprecated

Create Contact

Create Engagement

Create Custom Object

Create Deal

Get Company

Get Custom Object

Get File Public URL

Get Product

Create Line_item

Create Enterprise Event

Remove Associations

Create Form Submission

Update Company

Update Deal

Update Product

Update Custom Object

Upload File