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Start with a template that brings HubSpot and Workamajig together. Build enterprise-grade automation in minutes.

Our most popular template

Update HubSpot contacts whenever Workamajib contacts are updated
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Workamajig + HubSpot
Add new Workamajig contacts to a list HubSpot
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Workamajig + HubSpot
Add new Workamajig opportunities to HubSpot Deals
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Workamajig + HubSpot
Update company details in HubSpot for new company updates in Workamajig
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Workamajig + HubSpot
Update Workamajig contacts when new HubSpot companies are added
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HubSpot + Workamajig
Create opportunities in Workamajig for new HubSpot companies
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HubSpot + Workamajig

Update HubSpot contacts whenever Workamajib contacts are updated

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Workamajig + HubSpot

Add new Workamajig contacts to a list HubSpot

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Workamajig + HubSpot

Add new Workamajig opportunities to HubSpot Deals

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Workamajig + HubSpot

Update company details in HubSpot for new company updates in Workamajig

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Workamajig + HubSpot

Update Workamajig contacts when new HubSpot companies are added

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HubSpot + Workamajig

Create opportunities in Workamajig for new HubSpot companies

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HubSpot + Workamajig

Create Workamajig companies from newly created or updated HubSpot companies
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HubSpot + Workamajig
Create Workamajig contacts from new or updated HubSpot companies
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HubSpot + Workamajig

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 Activity" in Workamajig.

You’re connected!

Zapier seamlessly connects HubSpot and Workamajig, 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.

- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- 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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- Event Type
Trigger
Polling
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- Type
Trigger
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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
New Activity
Triggers when a new activity is created.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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- Subject
  Required
- Linked Contact
- Linked Lead
- Opportunity Key
- Completed
- Private
- Activity Date
- Linked Company
- Activity Type
- Notes
Action
Write
- Active
- Comments
- Update Existing
- Company Name
  Required
- Phone
- Fax
- Website
- Address1
- Address2
- City
- State
- Postal Code
- Country
- Primary Contact
- Company Owner
- Company Type
- Source
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Salutation
- Company Name
- Phone
- Cell
- Title
- Email
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Spouse Name
- Children
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- Lead Key
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Competitors
- Sale Amount
- Probability
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Comments
- Bid
- Contact Name
- Linked Company Name
- Status
- Stage
- Opportunity Owner
- Outcome
- Outcome Comment
- GL Company
- Project Type
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
Try It
- 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
Try It
- 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
Updated Company
Triggers when a company is updated.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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Update Lead
This trigger gets called when a lead is updated in Workamajig
Trigger
Instant
Try It
Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Email
  Required
- Group Name
- Group Key
Action
Write
- First Name
  Required
- Contact Owner
- Last Name
  Required
- Middle Name
- Salutation
- Phone
- Cell
- Title
- Email
- Company Name
- Linked Company Name
- Assistant
- Assistant Phone
- Assistant Email
- Birthday
- Children
- Spouse Name
- Anniversary
- Hobbies
- Twitter Id
- LinkedIn Url
- Comments
Action
Write
- First Name
- Last Name
- Company Name
- Title
- Phone
- Cell
- Email
- Birthday
- Business Address 1
- Business Address 2
- Business Address 3
- Comments
- GL Company
Action
Write
- Subject
  Required
- Contact Name
- Opportunity Owner
- Linked Company Name
- Status
- Stage
- Current Status
- Competitors
- Sale Amount
- Probability
- Comments
- Outside Gross Cost
- Outside Cost Percentage
- Media Gross
- Media Percentage
- Agi
- Sub Amount
- Margin
- Bid
- Bid Date
- Start Date
- Estimated Close Date
- Actual Close Date
- Company Key
- Outcome
- Outcome Comment
- GL Company
- Project Type
Action
Write
- Opportunity Company
  Required
- Opportunity Name
  Required
Action
Search

For AI agents & developers

Use HubSpot and Workamajig with AI agents and code

Beyond Zap workflows. Call HubSpot and Workamajig actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose HubSpot and Workamajig actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Update Contact Subscription Preferences
Create Activity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

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Typescript

Call from code with the Zapier SDK

Trigger HubSpot and Workamajig actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* hubspot / workamajig action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Practical ways you can use HubSpot and Workamajig

Monitor company updates across platforms

Keep company information consistent with Zapier. When a company is updated in Workamajig, Zapier updates the corresponding information in HubSpot. This automation helps maintain accurate business records, saving time and ensuring data uniformity.

Business Owner

Try it

Sync new leads from forms to CRM

When a new form is submitted in HubSpot, Zapier automatically adds the contact as a lead in Workamajig. This ensures marketing teams have lead data promptly in their system without any manual input, improving lead tracking and accelerating response times.

Marketing & Marketing Ops

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Track updated opportunities in CRM

Zapier streamlines your sales process by ensuring that whenever an opportunity is updated in Workamajig, the details are also updated in HubSpot. This ensures your sales team has up-to-date information for better strategy and reduces time spent on cross-checking databases.

Sales Ops

Try it

Learn how to automate HubSpot on the Zapier blog

Make work flow with AI

Level up your HubSpot to Workamajig integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about HubSpot + Workamajig integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Workamajig

What triggers can be used when integrating HubSpot with Workamajig?

When integrating HubSpot with Workamajig, triggers such as 'New Contact' or 'New Deal' in HubSpot can initiate actions in Workamajig. These might involve creating new projects, updating financial entries, or adding new contacts in the Workamajig system.

What actions can be performed in Workamajig when connecting it to HubSpot?

Upon successfully connecting HubSpot to Workamajig, you can perform actions such as creating or updating projects, managing contacts, and logging activities. For example, whenever a deal is closed in HubSpot, a new project can be automatically created in Workamajig.

Can I use custom fields from HubSpot during the integration process?

Yes, custom fields from HubSpot can be mapped and utilized within Workamajig. This allows for more tailored project management needs and helps manage data specific to your organization's requirements.

How often do data sync between HubSpot and Workamajig occur?

The frequency of data syncing between HubSpot and Workamajig depends on the triggers set during the integration setup. We ensure that updates occur promptly based on the defined workflow setup.

Do I need any coding skills to integrate HubSpot with Workamajig?

No coding skills are required to integrate these platforms. Our user-friendly interface guides you through setting up connections with simple click-through steps.

What should I do if the integration between HubSpot and Workamajig fails?

If you experience an issue with your integration between HubSpot and Workamajig, check the trigger settings first. Ensuring all credentials are up-to-date often resolves connectivity issues. Feel free to contact our support for further assistance if needed.

Is it possible to automate specific marketing workflows using this integration?

Yes, automations are a key feature when integrating these platforms. You can develop marketing workflows such as nurturing leads by automatically triggering campaigns based on changes in client statuses recorded in either system.

About HubSpot

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

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Connect HubSpot and Workamajig to power AI-driven automation

Launch your first automated workflow

Update HubSpot contacts whenever Workamajib contacts are updated

Add new Workamajig contacts to a list HubSpot

Add new Workamajig opportunities to HubSpot Deals

Update company details in HubSpot for new company updates in Workamajig

Update Workamajig contacts when new HubSpot companies are added

Create opportunities in Workamajig for new HubSpot companies

Update HubSpot contacts whenever Workamajib contacts are updated

Add new Workamajig contacts to a list HubSpot

Add new Workamajig opportunities to HubSpot Deals

Update company details in HubSpot for new company updates in Workamajig

Update Workamajig contacts when new HubSpot companies are added

Create opportunities in Workamajig for new HubSpot companies

Create Workamajig companies from newly created or updated HubSpot companies

Create Workamajig contacts from new or updated HubSpot companies

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use HubSpot and Workamajig with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use HubSpot and Workamajig

Monitor company updates across platforms

Sync new leads from forms to CRM

Track updated opportunities in CRM

Learn how to automate HubSpot on the Zapier blog

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How to use Zapier's HubSpot Salesforce integration

How to integrate Hubspot with Gmail

Make work flow with AI

Frequently Asked Questions about HubSpot + Workamajig integrations

Connect HubSpot to Workamajig on the world's largest no-code automation platform