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A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
An action happens after the trigger—such as "Create Project" in Kantata OX.
Zapier seamlessly connects HubSpot and Kantata OX, automating your workflow.
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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When a new deal is created in HubSpot, Zapier can automatically generate a corresponding task or deliverable in Kantata OX. This ensures alignment between your sales pipeline and ongoing project management in just a click.
ITWhen a new lead fills out a form in HubSpot, Zapier can create a task in Kantata OX to ensure the team follows up. This automation ensures no lead gets left behind and boosts follow-up efficacy.
Marketing & Marketing OpsNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Kantata OX
To set up the integration between HubSpot and Kantata OX, you'll need active accounts on both platforms. Ensure you have the necessary permissions to create and configure integrations on these accounts. Our integration supports various triggers and actions in both systems, so make sure to identify which workflows you aim to automate.
Yes, you can create custom triggers for your workflows between HubSpot and Kantata OX. You can set triggers like 'New Contact in HubSpot' or 'Project Creation in Kantata OX' to initiate specific actions across the platforms. These triggers help automate your workflow based on predefined conditions.
Data syncs automatically between HubSpot and Kantata OX using our integration interface. Actions such as creating or updating contacts, tasks, or projects in one platform will trigger corresponding updates in the other system, ensuring consistency across both applications.
While most data types can be transferred smoothly, certain custom fields or non-standard objects might require additional configuration. We recommend reviewing our documentation for any specific limitations related to data types during the integration process.
If an action fails during a triggered workflow, we provide error notifications detailing what went wrong. Our troubleshooting guide includes steps to resolve common issues such as permission errors or incorrect field mappings.
Automated processes run according to the specified triggers within your integration settings. Depending on the configuration, some automations may occur instantly (real-time), while others may follow a scheduled interval check.
Yes, you can disconnect HubSpot from Kantata OX at any time through our platform interface. Upon disconnection, automated workflows will cease immediately; however, historical data previously synced remains unaffected.
