Connect HubSpot and InvestNext to power AI-driven automation

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

Our most popular template

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext
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InvestNext + HubSpot
Create or update HubSpot contacts from new InvestNext opportunities
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InvestNext + HubSpot
Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs
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InvestNext + HubSpot
Create new HubSpot contacts from InvestNext form submissions
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InvestNext + HubSpot
Create HubSpot deals from new InvestNext opportunities
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InvestNext + HubSpot
Create new HubSpot deals from newly funded opportunities in InvestNext
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InvestNext + HubSpot

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

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InvestNext + HubSpot

Create or update HubSpot contacts from new InvestNext opportunities

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InvestNext + HubSpot

Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

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InvestNext + HubSpot

Create new HubSpot contacts from InvestNext form submissions

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InvestNext + HubSpot

Create HubSpot deals from new InvestNext opportunities

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InvestNext + HubSpot

Create new HubSpot deals from newly funded opportunities in InvestNext

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InvestNext + HubSpot

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

How Zapier works

Zapier makes it easy to integrate HubSpot with InvestNext - no code necessary. See how you can get setup in minutes.

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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 CRM Contact" in InvestNext.

You’re connected!

Zapier seamlessly connects HubSpot and InvestNext, 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
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- Object Type
  Required
- Properties to Retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Event Type
Trigger
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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
Accreditation Created or Updated
Triggers when a new accreditation is created or updated on a given investing account.
Trigger
Instant
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Sponsor Countersigned a Given E-Signature Document
Triggers when the sponsor has electronically countersigned a given e-signature document
Trigger
Instant
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Deleted Opportuntiy
Triggers when a new opportunity gets deleted
Trigger
Instant
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Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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- Contact Id
  Required
Action
Write

- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
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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
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- 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
All Investors Have Signed a Given E-Signature Document
Triggers when all investors have electronically signed a given e-signature document
Trigger
Instant
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Deal Room Lead Trigger
Triggers when an investor visits a capital raise's dealroom
Trigger
Instant
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- Dynamic Fields
Trigger
Polling
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KYC Update
Triggers when a KYC request status changes
Trigger
Instant
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New Transaction
Triggers when a new transaction is created.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
- team ids
Action
Write
- Project Id
  Required
Action
Write

For AI agents & developers

Use HubSpot and InvestNext with AI agents and code

Beyond Zap workflows. Call HubSpot and InvestNext 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 InvestNext 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 CRM Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger HubSpot and InvestNext 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 / investnext 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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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use HubSpot and InvestNext

Track new investment opportunities in CRM.

Whenever a new opportunity is created in InvestNext, Zapier can log the details as a deal in HubSpot. This automation ensures you stay on top of potential investments, maintaining a centralized view of your opportunities.

Business Owner

Try it

Sync updated opportunity stages with CRM.

As soon as an opportunity's stage is updated in InvestNext, Zapier can adjust the corresponding deal in HubSpot. This integration helps maintain data consistency across tools, reducing errors and manual updates.

Try it

Log form submissions as new contacts in CRM.

When a potential investor completes a form on InvestNext, Zapier can automatically create a new contact in HubSpot. This workflow eliminates manual data entry, ensuring your CRM is up-to-date with the latest leads for effective follow-ups.

Marketing & Marketing Ops

Try it

Learn how to automate HubSpot on the Zapier blog

Make work flow with AI

Level up your HubSpot to InvestNext 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 + InvestNext integrations

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

What is required to integrate HubSpot with InvestNext?

To integrate HubSpot with InvestNext, you need access to both platforms with sufficient permissions. Our platform supports the integration, usually enabling synchronization through triggers and actions where HubSpot can automatically update InvestNext based on specific activities.

Can I customize the triggers and actions between HubSpot and InvestNext?

Yes, you can customize triggers in HubSpot such as new contacts or deal changes to initiate specific actions in InvestNext using our integration capabilities. This allows flexibility in automating workflow processes tailored to your needs.

How frequently does data sync between HubSpot and InvestNext?

Data syncing frequency depends on the setup of your triggers within HubSpot. Events triggering actions in InvestNext happen in real-time as defined by the parameters set in our integration framework.

Are there any limitations to data fields that can be synced between the platforms?

While most standard fields can be synced between HubSpot and InvestNext, there might be limitations on custom fields depending on API constraints. It's advisable to review specific field compatibility during setup.

What troubleshooting steps should I take if my integration isn't working properly?

Check that all API keys and permissions are correctly configured. Ensure that trigger events are suitably defined in HubSpot and corresponding actions are set up in InvestNext for them to execute properly.

How secure is the data transfer between HubSpot and InvestNext during integration?

We prioritize data security using encryption protocols during transfer. Both platforms comply with standard security practices ensuring that your data remains protected throughout its journey.

Do I need technical skills to set up the integration between HubSpot and InvestNext?

Basic understanding of both systems helps but isn't mandatory as our platform offers guided assistance. Pre-set templates for common triggers and actions simplify setup without needing extensive technical expertise.

About HubSpot

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

Learn moreLearn moreHelpHelp

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About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.

Learn moreLearn moreHelpHelp

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Connect HubSpot and InvestNext to power AI-driven automation

Launch your first automated workflow

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update HubSpot contacts from new InvestNext opportunities

Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

Create new HubSpot contacts from InvestNext form submissions

Create HubSpot deals from new InvestNext opportunities

Create new HubSpot deals from newly funded opportunities in InvestNext

Update deals in HubSpot when new initial funding for opportunities occur in InvestNext

Create or update HubSpot contacts from new InvestNext opportunities

Add new InvestNext opportunities to a HubSpot contact list when initial funding occurs

Create new HubSpot contacts from InvestNext form submissions

Create HubSpot deals from new InvestNext opportunities

Create new HubSpot deals from newly funded opportunities in InvestNext

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 InvestNext 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 InvestNext

Track new investment opportunities in CRM.

Sync updated opportunity stages with CRM.

Log form submissions as new contacts in CRM.

Learn how to automate HubSpot on the Zapier blog

How to integrate ChatGPT with HubSpot

How to use Zapier's HubSpot Salesforce integration

How to integrate Hubspot with Gmail

Make work flow with AI

Frequently Asked Questions about HubSpot + InvestNext integrations

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