Compass + HubSpot

Create new Compass leads from new HubSpot form submissions

Boost your sales pipeline efficiency with this seamless integration between HubSpot and Compass. Every time you receive a new form submission in HubSpot, this workflow automatically adds a lead in Compass. Simplify your sales process, eliminate redundant data entry tasks, and ensure that you never miss an opportunity to connect with potential clients. With this hassle-free workflow, convert your HubSpot form submissions into Compass leads swiftly.

When this happens...
New Form Submission
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create a New Lead
Create a new lead in your Compass CRM.
ActionWrite

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Supported triggers and actions

- 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 NameRequired
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It

- FormRequired
Trigger
Instant
Try It
- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It

- Type of Custom ObjectRequired
Trigger
Instant
Try It
- ChannelRequired
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property NameRequired
Trigger
Polling
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- Note
- Contact EmailRequired
- Subscription TypesRequired
- Legal Basis Explanation
Action
Write
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- 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 Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- 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

- 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
- Event Type
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog UrlRequired
- Article StateRequired
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property NameRequired
- Properties to retrieveRequired
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List NameRequired
- Contact EmailRequired
- 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
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
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 Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
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 ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- First Name
- Last Name
- Email Address
- Phone Number
- Tags
Action
Write

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

Learn more

Related categories

Marketing Automation

Similar apps

Related Zap Templates

Create new leads in Compass for recently created or updated companies in HubSpot

Create new Compass leads from newly added HubSpot companies

Create Compass leads from new HubSpot contacts

Compass + HubSpot

Create new Compass leads from new HubSpot form submissions

New Company

Company Recently Created or Updated

Line_item Recently Created or Updated

Deal Property Change

Email Subscriptions Timeline

New Form Submission

New Contact in List

New Custom Object

New Social Media Message

New Product

New Company Property Change

New Custom Object Property Change

Update Contact Subscription Preferences

Create Company Deprecated

Create Contact

Create Engagement

Create Custom Object

Create Deal

Get Company

Get Custom Object

Get File Public URL

Get Product

Create Line_item

Create Enterprise Event

Remove Associations

Create Form Submission

Update Company

Update Deal

Update Product

Update Custom Object

Upload File

API Request (Beta)

Find Company

Find Custom Object

Find Deal

Get Owner by Email

Get Owner by ID

Find Product

Find or Create Company

Find or Create Contact

Find or Create Deal

Find or Create Line_item

Find or Create Ticket

New Contact

Contact Recently Created or Updated

Product Recently Created or Updated

New Email Event

New Engagement

New Line_item

New COS Blog Article

New Deal

New Ticket Property Change

New Ticket

New Contact Property Change

Updated Deal Stage

Add Contact to List

Create Company

Create Associations

Create Social Media Message

Create Deal Deprecated

Add Contact to Workflow

Get Contact

Get Deal

Get Line_item

Get Ticket

Create COS Blog Post

Create Product

Remove Contact From List

Create Ticket

Update Contact

Update Line_item

Update Ticket

Remove Email Subscription

Create or Update Contact

Find Company Deprecated

Find Contact

Find Deal Deprecated

Find Associations