Business Pilot + HubSpot
Create new HubSpot deals whenever new contracts are added in Business Pilot
Streamline your sales pipeline by connecting Business Pilot with HubSpot. When a new contract is established in Business Pilot, this workflow will immediately trigger a new deal creation in HubSpot. This smooth integration saves you precious time transferring data manually and ensures your HubSpot deals are always up-to-date with the most recent contract information from Business Pilot.
Streamline your sales pipeline by connecting Business Pilot with HubSpot. When a new contract is established in Business Pilot, this workflow will immediately trigger a new deal creation in HubSpot. This smooth integration saves you precious time transferring data manually and ensures your HubSpot deals are always up-to-date with the most recent contract information from Business Pilot.
- When this happens...
New ContractTriggers when there's a new contract.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a Deal in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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New Contact
Triggers when there's a new contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Enquiry
Triggers when a new Enquiry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when there's a new lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order Invoice
Triggers when a new Purchase Order Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Service Call
Triggers when there's a new service call.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when there's an updated contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Enquiry
Triggers when an Enquiry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when there's an updated lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase Order Invoice
Triggers when a purchase order invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Service Call
Triggers when a service call is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IdRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
First Name
Last Name
Email
Phone
Address Line 1
Postal Code
Form Source
Lead Source
Product Interest
Project Type
Preferred Appointment Date
Preferred Appointment Time
Marketing Preferences
Message
Label
Branch
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IdRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Id
Purchase Order Number
ItemRequired
QuantityRequired
Net ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
Allowed Marketing TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
Marketing PreferencesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Added Before
Added After
Updated Before
Updated After
Contact Type
Show Only Trade
Show Only Retail
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Id
Contact Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Contact Type
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appContract Id
Contract Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Contract Type
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Id
Invoice Number
Invoice Type
Contract Id
Contract Number
Contract Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Show For Web
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Id
Purchase Order Number
Contract Id
Contract Name
Supplier Id
Supplier Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Invoice Query Id
Purchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Supplier Id
Supplier Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier Name
Added Before
Added After
Show Only Trade
Show Only Retail
ActionThis is an event a Zap performs.SearchFind existing data in your appEnquiry Id
Enquiry Name
Postal Code
Email
Phone Number
Is Archived?
Is Converted?
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Id
Lead Number
First Name
Last Name
Company Name
Email
Address Line 1
Postal Code
Phone
Lead Type
Sales Person
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Invoice Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appService Call Id
Contract Id
Contract Number
Contract Name
service Call Type
service Call Status
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contract
Triggers when there's a new contract.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new Invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new Purchase Order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order Invoice Query
Triggers when a new Purchase Order Invoice Query is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when there's a new supplier.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contract
Triggers when there's an updated contract.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase Order
Triggers when a Purchase Order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase Order Invoice Query
Triggers when a Purchase Order Invoice Query is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Supplier
Triggers when there's an updated supplier.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contract IdRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Id
Document Type Id
Document Type Name
File Name
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Id
Quote Value Net
Quote Reference
File Name
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Allowed Marketing TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Allowed Marketing TypesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PurchaseOrderId
Optionally use Purchase Order Number instead of id
Estimated Delivery Date
Confirmed Delivery Date
Supplier Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type Name
Active?
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Status
Pipeline
Date Added Before
Date Added After
Show Only Trade
Show Only Retail
Contract Type
Sales Person
Current Owner
ActionThis is an event a Zap performs.SearchFind existing data in your appEnquiry Id
Enquiry Name
Postal Code
Email
Phone Number
Is Archived?
Is Converted?
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Status
Pipeline
Date Added Before
Date Added After
Show Only Trade
Show Only Retail
Lead Type
Sales Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ShowForWeb
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Supplier Id
Supplier Name
Date Added Before
Date Added After
Date Updated Before
Date Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appRole Name
ActionThis is an event a Zap performs.SearchFind existing data in your appContract Name
Contract Number
Status
Service Call Type
Date Added Before
Date Added After
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Active
Email
Roles
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Id
Invoice Number
Invoice Type
Contract Id
Contract Number
Contract Name
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Id
Purchase Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order Invoice Query Id
Purchase Order Invoice Id
Purchase Order Id
Purchase Order Number
Query Reference
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Contact EmailRequired
Subscription TypesRequired
Legal Basis Explanation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Business Pilot
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