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Dovetail
Dovetail
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Dovetail
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Project" from Dovetail.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dovetail 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.
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create CRM Object
Creates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Object Type
Required
Processing Type
Required
Folder ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line_item ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Associations
Removes associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Name
Required
Note
Company
Contact
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Dovetail and HubSpot with AI agents and code
Beyond Zap workflows. Call Dovetail and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Dovetail and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Data Point to Channel
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Dovetail and HubSpot
Track new projects' customer feedback.
When a new project is created in Dovetail, Zapier uploads the relevant data into HubSpot, providing an overview directly in your CRM. This centralizes customer insights, helping business owners make more informed decisions and improving efficiency.
When a new ticket is created in HubSpot, Zapier automatically adds relevant customer insights from Dovetail to help support teams provide more informed responses. This reduces resolution time and boosts customer satisfaction.
When a new insight is published in Dovetail, Zapier creates or updates a campaign in HubSpot to ensure your marketing campaigns always leverage the latest customer research. This keeps messaging relevant and consistent, improving engagement metrics.
Level up your Dovetail to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Dovetail + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dovetail and HubSpot
How do I set up the Dovetail and HubSpot integration?
To set up the integration between Dovetail and HubSpot, you need to create a new Zap in our platform. After choosing Dovetail as the trigger app, select an event such as 'New Insight Created'. Then choose HubSpot as the action app and define actions like 'Create or Update Contact' based on your workflow needs.
What triggers are available for Dovetail in this integration?
You can use various triggers such as 'New Insight Created', 'New Highlight Created', and 'Tag Applied to Note' when integrating with HubSpot.
What kind of actions can I automate in HubSpot using this integration?
In HubSpot, you can automate actions such as creating or updating contacts, adding notes, or creating tasks based on activities in Dovetail.
Is coding knowledge required to integrate Dovetail with HubSpot?
No coding knowledge is necessary to integrate Dovetail with HubSpot. Our platform uses a user-friendly interface where you can set up triggers and actions within minutes without writing any code.
Can I update an existing contact in HubSpot when a new insight is added in Dovetail?
Yes, by setting the trigger event in Dovetail to 'New Insight Created', you can update existing contacts in HubSpot through specified action settings.
Are there limits on how many Zaps I can connect with my Dovetail and HubSpot accounts?
The number of Zaps you can connect depends on your subscription plan. Review your plan details to understand how many simultaneous integrations are permitted.
How do I ensure data accuracy between Dovetail and HubSpot?
We recommend setting up error notifications within your Zaps so that you're alerted if anything goes amiss during data transfer between Dovetail and HubSpot.
About Dovetail
Dovetail is a Customer Intelligence Platform for every team, turning fragmented feedback from sales, support, and research into evidence-backed insight.
