Connect HubSpot and SOS Inventory to unlock the power of automation
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Set up your first integration
Quickly connect HubSpot to SOS Inventory with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with SOS Inventory - 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 Customer" in SOS Inventory.
You’re connected!
Zapier seamlessly connects HubSpot and SOS Inventory, 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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Practical ways you can use HubSpot and SOS Inventory
Track new deals as sales orders
When a new deal is marked as won in HubSpot, Zapier creates a matching sales order in SOS Inventory. This automation helps business owners track fulfilled deals seamlessly, saving time and reducing errors in the order management process.
Business OwnerSync form submissions with new customers in SOS Inventory
Streamline lead management by automatically creating a new customer in SOS Inventory whenever a form is submitted in HubSpot. Zapier ensures no new customer is overlooked, reducing manual entry and providing faster follow-ups for marketing campaigns.
Marketing & Marketing OpsCreate SOS Inventory customers from HubSpot contacts
Whenever a new contact is created in HubSpot, Zapier will automatically create a new customer in SOS Inventory. This saves your Sales Ops team time, reduces duplicate data entry, and keeps customer records consistent across platforms.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + SOS Inventory integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and SOS Inventory
How can I integrate HubSpot with SOS Inventory using our services?
You can integrate HubSpot with SOS Inventory by creating automated workflows using our platform. Through these integrations, you can set up triggers such as 'New Contact in HubSpot' to initiate actions like 'Create Customer in SOS Inventory.' Our platform provides a seamless way to automate data flow without manual entry.
Are there specific triggers available for the HubSpot and SOS Inventory integration?
Yes, in our integration setup, you have access to various triggers like 'New Deal Created' or 'Contact Property Change' from HubSpot. These can trigger actions in SOS Inventory such as updating customer details or creating new sales orders automatically.
What actions can be performed in SOS Inventory when integrated with HubSpot?
When integrating HubSpot with SOS Inventory through our platform, common actions include creating or updating customers, adding products to inventory, and generating sales orders. These actions are usually triggered by events occurring within your HubSpot CRM.
Do I need any programming skills to set up the integration between HubSpot and SOS Inventory?
No programming skills are required. Our user-friendly interface guides you through the process of setting up predefined triggers and actions. You simply select what trigger in HubSpot should cause an action in SOS Inventory, making the entire process intuitive.
Can I customize the data fields transferred between HubSpot and SOS Inventory?
Yes, during setup with our platform, you have the option to map data fields according to your requirements. This allows you to customize which data points from a HubSpot trigger are carried over into a corresponding action on SOS Inventory.
What should I do if my data isn’t syncing correctly between HubSpot and SOS Inventory?
If you're noticing issues with data sync between HubSpot and SOS Inventory, it's recommended to check the trigger and action configurations on our platform first. Ensure that conditions are correctly mapped and try testing the integration again. Our support team is also available for assistance.
Are there limits on how many integrations I can create between systems?
Our platform doesn’t limit the number of integrations you can create between systems like HubSpot and SOS Inventory. You can build multiple workflows to handle different processes such as client onboarding or inventory updates without restriction.
