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Set up your first integration
Quickly connect Act! to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Act! with HubSpot - 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 Contact" from Act!.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Act! and HubSpot, 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.
- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerPolling - ContactRequired
- Note TextRequired
- Private
ActionWrite- Company
- ID/Status
- Referred By
- First Name
- Last Name
- Email
- Title
- Business Phone
- Mobile Phone
- Business Address Line 1
- Business Address Line 2
- Business Address City
- Business Address State
- Business Address Zip Code
- Business Country
- Website
- Last Results
ActionWrite
- Contact Updated
Triggers when a Contact is updated.
Try ItTriggerPolling - Activity TypeRequired
- Regarding
- Schedule WithRequired
- Start TimeRequired
- End TimeRequired
- Details
- Location
- Priority
- Is Private
ActionWrite- Name
- ContactRequired
- Estimated Close DateRequired
- Status
- Stage
- Probability
- Actual Close Date
- Competitor
- Referred By
- Reason
ActionWrite- TypeRequired
- ContactRequired
- Regarding
- Details
- Start TimeRequired
- End TimeRequired
- Private
ActionWrite
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Practical ways you can use Act! and HubSpot
Sync new HubSpot leads to Act! as contacts
When a new lead is available in HubSpot, Zapier can automatically create a contact in Act!. This ensures that sales team members have updated contact details in Act! to follow up on marketing-qualified leads without needing to manually copy data, allowing for quicker and more accurate lead follow-up.
Marketing & Marketing OpsTrack HubSpot deal progress in Act!
When a deal is moved to a specific stage in HubSpot, Zapier can add notes or activities in Act! related to the deal. This keeps project managers and team members updated on deal progress, ensuring alignment between sales and project execution activities.
Project ManagementLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Act! + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Act! and HubSpot
Is it possible to integrate Act! with HubSpot using an automation tool?
Yes, you can integrate Act! with HubSpot using our automation tool. This allows for smooth data exchange between the two platforms by setting up specific triggers and actions.
What kinds of triggers can I use to transfer data from Act! to HubSpot?
You can set triggers such as 'New Contact Created' or 'Contact Updated' in Act! to automate the transfer of data to HubSpot. When these events happen in Act!, they will automatically initiate an action in HubSpot.
How does the integration handle duplicate contacts between Act! and HubSpot?
Our integration tool can be configured to avoid creating duplicate contacts by checking for existing entries in HubSpot before adding new ones from Act!. This is managed through specific actions like 'Find Contact' before creating a new one.
Can I update existing records in HubSpot when changes occur in Act!?
Yes, when a contact's details are updated in Act!, our integration can trigger an update action for the corresponding contact's record in HubSpot, ensuring both systems remain in sync.
What happens if there's a failed data transfer between Act! and HubSpot?
If a data transfer fails, we offer error notifications and logging so you can quickly troubleshoot and address any issues that arise with your triggers or actions.
Are custom fields supported when syncing between Act! and HubSpot?
Yes, you can map custom fields during setup. When data changes occur involving those fields in Act!, they will trigger updates to the mapped custom fields within your HubSpot records.
Is there a limit on the number of records that can be synchronized daily between the two platforms?
While there's no strict limit on record synchronization using our service, it's important to consider your plan’s task limits, which could affect how many records are processed each day based on how many tasks are used by your configured triggers and actions.
