Connect HubSpot and vPlan to power AI-driven automation

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Start with a template that brings HubSpot and vPlan together. Build enterprise-grade automation in minutes.

Our most popular template

Create new vPlan cards when deal stages are updated in HubSpot
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HubSpot + vPlan

Create new vPlan cards when deal stages are updated in HubSpot

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HubSpot + vPlan

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate HubSpot with vPlan - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 Activity" in vPlan.

You’re connected!

Zapier seamlessly connects HubSpot and vPlan, 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.

- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Properties to Retrieve
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- Additional properties to retrieve
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- Note
- Additional properties to retrieve
Trigger
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- Event Type
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- Type
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Blog Url
  Required
- Article State
  Required
Trigger
Polling
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New Deal
Triggers when a new Deal is created.
Trigger
Instant
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- Property Name
  Required
- Properties to retrieve
  Required
Trigger
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- Note
- Additional properties to retrieve
Trigger
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- Object Type
  Required
- Property Name
  Required
- Additional Properties to Retrieve
Trigger
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- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
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- Note
- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
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Create Associations
Creates associations between objects.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement Type
  Required
- Assigned To
Action
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- Note
- Social Media Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
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Delete CRM Object
Deletes a CRM object from HubSpot
Action
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- Company ID
  Required
- Note
- Additional properties to retrieve
Action
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- Type of Custom Object
  Required
Action
Write
- Note
Action
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- Product ID
  Required
- Note
- Additional properties to retrieve
Action
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Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email Address
  Required
- Event ID
  Required
- Contact Value
Action
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Get CRM Object
Gets a CRM object from HubSpot by ID
Action
Write
- Note
- List Name
  Required
- Contact
  Required
- Halt my task if contact wasn't a member of the list
  Required
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 Product
Update a Product in HubSpot.
Action
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- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
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 Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Created
- Updated
- Deleted
Trigger
Instant
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- Attached
- Detached
Trigger
Instant
Try It
- Created
- Updated
- Deleted
Trigger
Instant
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- Code
  Required
- Description
  Required
- Resource type
- Default duration
- External reference
Action
Write
- Name
  Required
- Description
- Due date
- Board
Action
Write

- Note
- Additional properties to retrieve
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Instant
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Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
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- Form
  Required
Trigger
Instant
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- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
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- Object Type
  Required
- Properties to Retrieve
Trigger
Polling
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- Property Name
  Required
Trigger
Polling
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- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact Email
  Required
- Subscription Types
  Required
- Legal Basis Explanation
Action
Write
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
Create CRM Object
Creates a CRM object in HubSpot
Action
Write
- Note
- List Name
  Required
- Object Type
  Required
- Processing Type
  Required
- Folder ID
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Note
- Workflow Name
  Required
- Contact's Email
  Required
Action
Write
- Contact ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Deal ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Line_item ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Ticket ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- 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
Write
Create Product
Creates a Product in HubSpot.
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- 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
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update CRM Object
Updates a CRM object in HubSpot
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
  Required
Action
Write
- Note
- Note
- Contact Email
  Required
Action
Write
Find CRM Object
Finds CRM objects by searching with filters
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- 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
- Attached
- Detached
Trigger
Instant
Try It
- Created
- Updated
- Deleted
Trigger
Instant
Try It
- Board
  Required
Trigger
Polling
Try It
- Name
  Required
- Description
- Board
  Required
- Start
  Required
- End
- Stage
  Required
Action
Write
- name
  Required
- Description
- Type
  Required
- Start date
- End date
- Avatar
- Color hex
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saterday
- Sunday
- External reference
Action
Write

For AI agents & developers

Use HubSpot and vPlan with AI agents and code

Beyond Zap workflows. Call HubSpot and vPlan 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 HubSpot and vPlan actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Update Contact Subscription Preferences
Create Activity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger HubSpot and vPlan actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* hubspot / vplan action */ });

Run the SDK docs

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

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect HubSpot and vPlan 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate HubSpot on the Zapier blog

Make work flow with AI

Level up your HubSpot to vPlan integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about HubSpot + vPlan integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and vPlan

Can HubSpot automate task creation in vPlan?

Yes, using our integration platform, you can set up an automated workflow so that when a new contact is created in HubSpot, a task can be automatically created in vPlan. You can customize triggers and actions to fit your specific needs.

Is it possible to update a vPlan task when a deal stage changes in HubSpot?

Absolutely. When setting up the integration, you can choose the trigger as 'Deal Stage Change' in HubSpot, and configure an action to update a corresponding task or plan in vPlan accordingly.

What triggers are available for HubSpot and vPlan integrations?

Our integration supports various triggers from HubSpot such as 'New Contact', 'Deal Stage Change', or 'Form Submission'. These triggers can initiate actions in vPlan like creating or updating tasks and plans automatically.

How do updates in vPlan reflect back into HubSpot?

Currently, our workflows primarily support triggering actions from HubSpot to execute changes within vPlan rather than the reverse. Therefore, updates made in vPlan won't reflect back into HubSpot directly through this integration at the moment.

Are there any limitations on data syncing between HubSpot and vPlan?

While our integration handles many data sync needs seamlessly between the two platforms using trigger-action workflows, certain advanced customizations may require conditional logic not supported natively at this stage.

Can I trigger complex workflow automation using these integrations?

You can craft complex automations by chaining multiple triggers and actions. For instance, an updated deal stage could create a series of linked tasks across multiple plans within vPlan automatically.

Do I need technical expertise to set up the integration between HubSpot and vPlan?

No technical expertise is necessary. Our user-friendly interface guides you step-by-step through setting up triggers and actions so that you can automate workflows without any coding knowledge.

About HubSpot

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

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About vPlan

vPlan is a planning tool to plan and track your work.

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Connect HubSpot and vPlan to power AI-driven automation

Launch your first automated workflow

Create new vPlan cards when deal stages are updated in HubSpot

Create new vPlan cards when deal stages are updated in HubSpot

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use HubSpot and vPlan with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect HubSpot and vPlan to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate HubSpot on the Zapier blog

How to integrate ChatGPT with HubSpot

How to use Zapier's HubSpot Salesforce integration

How to integrate Hubspot with Gmail

Make work flow with AI

Frequently Asked Questions about HubSpot + vPlan integrations

Connect HubSpot to vPlan on the world's largest no-code automation platform