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How Zapier works
Zapier makes it easy to integrate Atera with HubSpot - 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 "AI Technician Comment Added" from Atera.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Atera 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.
- AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Try ItTriggerInstant - Alert Resolved
Triggers when alert resolved in Atera.
Try ItTriggerInstant - Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Try ItTriggerInstant - Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Try ItTriggerInstant
- New Alert Created
Triggers when a new alert is created.
Try ItTriggerInstant - Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Try ItTriggerInstant - Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Try ItTriggerInstant - Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Try ItTriggerInstant
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Connect Atera and HubSpot 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.
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Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Atera + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Atera and HubSpot
What is required to set up the Atera and HubSpot integration?
To set up the Atera and HubSpot integration, you'll need active accounts on both platforms. Ensure you have admin access to configure the necessary API keys and webhooks, which will allow seamless data flow between Atera and HubSpot.
Are there specific triggers available with the Atera to HubSpot integration?
Yes, when integrating Atera with HubSpot, you can utilize specific triggers such as new tickets in Atera, updated contacts, or completed tasks. These triggers can initiate automated workflows in HubSpot.
Can I create custom actions in HubSpot based on Atera events?
Absolutely! You can set up custom actions in HubSpot, such as creating a new contact or updating an existing deal whenever a new ticket is created or updated in your Atera account.
How do we handle errors during the data synchronization process?
Integration errors are logged for troubleshooting. We offer detailed logs that highlight the issue along with recommendations for resolving common problems such as authentication failures or missing fields.
Is it possible to filter data before it's sent from Atera to HubSpot?
Yes, you can create filters to ensure only relevant data is sent from Atera to HubSpot. For instance, you can filter tickets by status or priority level before they trigger any actions in your CRM system.
Can I automate follow-up emails through this integration?
Indeed, you can automate follow-up emails using this integration. For example, when a ticket status changes to resolved in Atera, an automated email can be triggered through HubSpot thanking the customer for their patience and providing any necessary information.
How often is data synchronized between Atera and HubSpot?
The frequency of data synchronization between Atera and HubSpot is configurable. You can set it according to your business needs, ranging from real-time updates to scheduled intervals like every 15 minutes.
