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Set up your first integration
Quickly connect HubSpot to Upsales with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Upsales - 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 Appointment" in Upsales.
You’re connected!
Zapier seamlessly connects HubSpot and Upsales, 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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Connect HubSpot and Upsales to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Upsales integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Upsales
How can I set up an integration between HubSpot and Upsales?
You can set up an integration between HubSpot and Upsales using Zapier. Begin by selecting HubSpot as your trigger app and choose a specific trigger event, like 'New Contact in List'. Then, select Upsales as your action app and choose an action such as 'Create Client' or 'Add Note', completing the necessary fields to establish the connection.
What triggers from HubSpot can be used to initiate actions in Upsales?
Triggers such as 'New Contact in List', 'Contact Property Change', or 'New Deal' from HubSpot can initiate actions like creating new clients, updating client information, or adding notes in Upsales.
Are there any limitations when integrating HubSpot with Upsales using Zapier?
One limitation is that we currently can't support batch processing of data; each trigger will handle one contact or deal at a time. Additionally, certain advanced filter conditions might not be fully supported yet.
Which actions can be performed in Upsales when a trigger event occurs in HubSpot?
When a trigger event occurs in HubSpot, you can perform actions such as creating a new client, updating existing client details, adding notes to a client profile, or even creating tasks within Upsales.
Can I customize the data transferred between HubSpot and Upsales?
Yes, during the Zap setup process, you are allowed to map fields from HubSpot to corresponding fields in Upsales. This customization ensures that necessary information is accurately carried over as per your requirements.
What should I do if my Zap isn't working properly between HubSpot and Upsales?
Firstly, check if all the fields required for the trigger and action are filled correctly. Ensure that your accounts are connected properly on both ends. If issues persist, review any error messages provided by our platform for specific troubleshooting steps.
Is it possible to update records automatically in Upsales whenever there's a change in HubSpot?
Yes, by setting up a Zap with triggers like 'Contact Property Change' or 'Deal Stage Change' from HubSpot linked to update actions in Upsales, updates will automatically reflect changes made within your CRM systems.
