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How Zapier works
Zapier makes it easy to integrate Dispatch 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 Event" from Dispatch.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dispatch 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 Event
Triggers when an update is made to Dispatch.
Try ItTriggerInstant - Appointment
- External Appointment ID
- External ID Match Behavior
- Job
- Appointment Time
- Duration
- Status
- Field Worker
- Strategy
ActionWrite- Product/Service
- Title
- Type
- Description
- Organization
- Price
- Taxable
- External Item ID
- Active
ActionWrite- Customer
- External Customer ID
- Organization
- First Name
- Last Name
- Description
- Company Name
- Email
- Phone Number
- Phone Type
- Primary Phone
- Street 1
- Street 2
- City
- State
- Postal Code
- Street 1
- Street 2
- City
- State
- Postal Code
ActionWrite
- FieldsRequired
- Record Type
ActionWrite- Billing Document
- Invoice/Estimate External ID
- Job
- Job External ID
- Type
- Status
- Flat Rate
- Percent
- Product/Service
- Product/Service External ID
- Quantity
- Amount
- Taxable
- Type
- Description
ActionWrite- Event
- Title
- Start Time
- Duration
- Field Worker
- Description
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
ActionWrite- OrganizationRequired
- Job OfferRequired
- StatusRequired
ActionWrite
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Connect Dispatch and HubSpot 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.
Automate your lead management and improve conversions
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Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Dispatch + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dispatch and HubSpot
What are the prerequisites for integrating Dispatch with HubSpot?
Before integrating Dispatch with HubSpot, you need to have active accounts for both services. Additionally, ensure you have the necessary permissions in HubSpot to create and manage integrations. Familiarize yourself with triggers and actions within our platform, as they form the backbone of the integration process.
Can I use Dispatch to trigger actions in HubSpot based on specific events?
Yes, you can configure Dispatch to trigger specific actions in HubSpot based on defined events. For instance, when a new lead is created in Dispatch, it can automatically trigger a follow-up email in HubSpot. Our platform syncs seamlessly with HubSpot's API to make this possible.
How do I map fields between Dispatch and HubSpot during the integration setup?
During setup, our platform provides a field mapping interface where you can specify how data from Dispatch should correspond to fields in HubSpot. This ensures that the information flows accurately between both systems without discrepancies.
Is it possible to customize which data points are shared between Dispatch and HubSpot?
Yes, you have full control over which data points are synchronized between Dispatch and HubSpot. By setting up custom triggers and actions, you can decide exactly what information is shared and when during an integration workflow.
Are there any limitations on the number of records or frequency of syncs in the integration?
The integration doesn't impose strict limits on records or frequency; however, keep in mind that excessive syncing could impact performance. We recommend optimizing your triggers and actions for efficiency to maintain smooth operations across both platforms.
How often does the system update data between Dispatch and HubSpot?
The frequency of data updates depends entirely on how triggers are set up within your account. You could configure real-time updates or schedule them at intervals that suit your business needs through scheduled triggers available on our platform.
Can I set up error notifications if something goes wrong with my integration?
Yes, we allow configuration of error notifications so you're immediately informed if an issue arises with any part of your integration workflow. This helps ensure quick resolution before any significant disruption occurs.
