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Choose a Trigger

Choose an Action

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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 "Associate Client With Vendor" in Relavate.

You’re connected!

Zapier seamlessly connects HubSpot and Relavate, 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
Polling
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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
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Polling
Try It
- 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
- 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 Email
  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
- 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 Affiliate Campaign
Triggers when a new affiliate campaign is created.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Deal Attachment
Triggers when a new deal attachment is added in any deal.
Trigger
Polling
Try It
New Implementation
Triggers when a new implementation is created.
Trigger
Polling
Try It
New Implementation Attachment
Triggers when a new implementation attachment is created.
Trigger
Polling
Try It
New Partner
Triggers when a new partner is created. Available for Vendors only.
Trigger
Polling
Try It
New Referral Activity
Triggers when a new referral activity is created on any referral.
Trigger
Polling
Try It
Updated Affiliate Campaign
Triggers when an affiliate campaign is updated.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
Updated Implementation
Triggers when an implementation is updated.
Trigger
Polling
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Polling
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- Client ID
  Required
- Vendor ID
  Required
Action
Write
- Partner ID
  Required
- Vendor ID
  Required
- Campaign ID
  Required
- Lead Status
  Required
- Annual Revenue
- Client Name
  Required
- IP Address
- Browser
- Device
Action
Write
- Partner ID
  Required
- Vendor ID
  Required
- Status ID
  Required
- Product ID
  Required
- Client ID
  Required
- Company
  Required
- Deal Revenue
  Required
- Billing Frequency
  Required
- Date Added
- Expected Close
- Comments
Action
Write
- Implementation ID
  Required
- Activity
  Required
- Activity Date Time
Action
Write
- Partner ID
  Required
- Vendor ID
  Required
- Client ID
  Required
- Company
  Required
- Revenue
- Billing Frequency
- Date Added
- Comments
Action
Write
- Partner Company
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Invite to Resell?
- Invite to Refer?
- Invite to Affiliate?
- Invite to Implement?
Action
Write
- Client ID
  Required
- First Name
- Last Name
- Email
- Client Phone Number
- Client Company Name
Action
Write
- Task ID
  Required
- Deal Stage
- Task Complete?
- Task
- Due Date
Action
Write
- Task ID
  Required
- Task Complete?
- Task
- Due Date
Action
Write

- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- Form
  Required
Trigger
Instant
Try It
- 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
Try It
- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List Name
  Required
- Contact Email
  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
- 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
New Affiliate Lead
Triggers when a new affiliate lead is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
New Deal Task
Triggers when a new deal task is created in any deal.
Trigger
Polling
Try It
New Implementation Activity
Triggers when a new implementation activity is created.
Trigger
Polling
Try It
New Implementation Task
Triggers when a new implementation task is created.
Trigger
Polling
Try It
New Referral
Triggers when a new referral is created.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor partner is created. Available for Partners only.
Trigger
Polling
Try It
Updated Affiliate Lead
Triggers when an affiliate lead is updated.
Trigger
Polling
Try It
Updated Deal
Triggers when a deal is updated.
Trigger
Polling
Try It
Updated Partner
Triggers when a partner is updated.
Trigger
Polling
Try It
Updated Vendor
Triggers when a vendor is updated.
Trigger
Polling
Try It
- Deal ID
  Required
- Deal Stage
  Required
- Task Complete?
  Required
- Task
  Required
- Due Date
Action
Write
- First Name
- Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Client Company Name
- Vendor ID
  Required
Action
Write
- Partner ID
  Required
- Client ID
  Required
- Deal ID
- Company
  Required
- Fee
- Target Date
- Comments
Action
Write
- Implementation ID
  Required
- Task Complete?
- Task
  Required
- Due Date
Action
Write
- Referral ID
  Required
- Activity Detail
  Required
- Date Time of Activity
Action
Write
- Lead ID
  Required
- Lead Status
- Annual Revenue
- Client
- IP Address
- Browser
- Device
- Lost ID
Action
Write
- Deal ID
  Required
- Status ID
- Product ID
- Client ID
- Company
- Deal Revenue
- Billing Frequency
- Date Added
- Expected Close
- Comments
- Lost Deal Reason ID
Action
Write
- Implementation ID
  Required
- Status
- Client ID
- Company
- Fee
- Target Date
- Actual Completion
- Comments
- Declined Reason ID
Action
Write
- Referral ID
  Required
- Client ID
- Company
- Revenue
- Billing Frequency
- Date Added
- Comments
- Referral Status
- Lost ID
Action
Write

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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About HubSpot

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