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Zapier makes it easy to integrate HubSpot with Scoro - 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 or Update Bill" in Scoro.
You’re connected!
Zapier seamlessly connects HubSpot and Scoro, 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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Frequently Asked Questions about HubSpot + Scoro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Scoro
How can I trigger an action in Scoro when a new contact is added in HubSpot?
To trigger an action in Scoro when a new contact is added in HubSpot, you can set up an automation that listens for the 'New Contact' event in HubSpot. Once this trigger is activated, you can define an action in Scoro, such as creating a task, updating a project, or adding the contact to your CRM system within Scoro.
What are the available actions in Scoro when a deal is won in HubSpot?
When a deal is won in HubSpot, you can set up specific actions to occur automatically within Scoro. These actions might include creating or updating client records, generating invoices based on the deal details, scheduling follow-up tasks for your team, or adjusting project budgets to reflect the new sale.
Can we automate creation of projects in Scoro from tasks assigned in HubSpot?
Yes, you can automate the creation of projects in Scoro from tasks assigned in HubSpot. By setting up an integration that uses the 'Task Assigned' trigger from HubSpot, you can automatically create corresponding projects or update existing ones within Scoro based on task details and specifications.
How do updates made to company information in HubSpot reflect in Scoro?
Updates made to company information in HubSpot can automatically be reflected in Scoro by using triggers such as 'Company Updated.' When such updates occur, linked company profiles or client records within Scoro are updated accordingly, ensuring consistency across platforms without manual input.
Is it possible to log communications from HubSpot into Scoro's CRM?
Absolutely. You can log communications recorded within HubSpot into Scoro's CRM by setting up integrations that capture communication events like emails sent or meetings scheduled and log these activities automatically into related records within your Scoro CRM platform.
How can we synchronize team availability between HubSpot and Scoro calendars?
Synchronizing team availability between HubSpot and Scoro calendars involves using triggers related to calendar events such as 'New Meeting' or 'Event Scheduled' from either system. This ensures that both platforms reflect current availability and scheduled commitments accurately for all users involved.
What issues might arise during data synchronization between these two systems?
Common issues during data synchronization between HubSpot and Scoro include mismatched fields where information does not map directly from one system to another, potential duplicates if data entries are not correctly managed during integration setup, or latency issues that may cause delays for real-time updates.