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How Zapier works
Zapier makes it easy to integrate HubSpot with OmniFocus - 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 Task" in OmniFocus.
You’re connected!
Zapier seamlessly connects HubSpot and OmniFocus, 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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Practical ways you can use HubSpot and OmniFocus
Add new HubSpot contacts as OmniFocus tasks
When a new contact is added in HubSpot, Zapier creates a task in OmniFocus, allowing the business owner to ensure personalized follow-up or complete necessary next steps. This automation keeps priority tasks organized and actioned promptly.
Business OwnerTrack HubSpot deals as OmniFocus tasks
When a new deal is created in HubSpot, Zapier automatically generates a task in OmniFocus. Project managers can use this to provide oversight on project deliverables associated with the deal, ensuring smoother coordination with sales.
Project ManagementLog follow-up tasks for updated HubSpot deals
When a deal is updated in HubSpot, Zapier instantly creates a follow-up task in OmniFocus. This automation ensures that sales ops professionals stay aligned with deal progress and prioritize tasks to avoid bottlenecks.
Sales Ops