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Set up your first integration
Quickly connect BoondManager to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate BoondManager 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 "New Company" from BoondManager.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects BoondManager 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.
- New Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerInstant - Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerInstant - Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerInstant - New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerInstant
- Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerInstant - Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerInstant - New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerInstant - New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerInstant
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Practical ways you can use BoondManager and HubSpot
Sync new opportunities to HubSpot.
When a new opportunity is created in BoondManager, Zapier can automatically create a corresponding deal in HubSpot. This integration aligns your sales pipeline and ERP system, ensuring that all new opportunities are offered consistent follow-ups, improving conversion rates and operational transparency.
Business OwnerNotify support team about project updates.
When a project is updated in BoondManager, Zapier sends a notification to the support team's channel in Slack. This ensures the team stays informed on any changes, improving responsiveness and customer satisfaction.
Customer Support Ops
Log project updates in HubSpot.
When a project is updated in BoondManager, Zapier will automatically update the corresponding record in HubSpot. This workflow reduces the manual effort required to keep systems synced, minimizing errors and ensuring the IT team has streamlined oversight of project progress.
ITLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about BoondManager + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BoondManager and HubSpot
How can I integrate BoondManager with HubSpot?
You can integrate BoondManager with HubSpot by using our platform to create automated workflows, known as Zaps. These are triggered by events, such as the creation of a new contact in HubSpot or an update in a project status within BoondManager.
What types of triggers are available for BoondManager and HubSpot integration?
Available triggers for this integration include the creation or update of contacts, companies, and deals in HubSpot, as well as task creation or updates in BoondManager.
Can actions be automated between BoondManager and HubSpot?
Yes, actions such as creating or updating contacts, deals, tasks, and notes can be automated. For instance, updating a deal stage in HubSpot can trigger an update on associated projects in BoondManager.
Is it possible to sync contacts between both platforms automatically?
Indeed, you can automatically sync contacts by setting up a trigger when a contact is created or updated in one platform. This will prompt an action in the other platform to ensure data consistency.
How do I handle data mapping during the integration process?
During the setup of your integrations, you'll have options to customize how data fields are mapped from one app to another. We recommend carefully mapping these fields according to your organization's requirements to ensure seamless data transfer.
Are there any limitations I should be aware of when integrating these platforms?
While we strive to offer comprehensive integration capabilities, it's important to recognize that certain complex workflows might require additional custom configuration. Contact our support team if you encounter any challenges.
What should I do if I encounter issues with my Zap setup between BoondManager and HubSpot?
If you experience issues with your integration setup, reviewing connection settings between apps is recommended. You may also consult our troubleshooting guides or reach out directly for more personalized assistance.
