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Set up your first integration
Quickly connect Connecteam to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Connecteam 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 "Clock In" from Connecteam.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Connecteam 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.
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Practical ways you can use Connecteam and HubSpot
Track new employee shifts in HubSpot.
When a new shift is created in Connecteam, Zapier logs it in HubSpot as a note on the associated employee's profile. This ensures business owners have a centralized way to track shifts and connect their operations. By automating this task, managers can save hours and reduce manual logging errors.
Business Owner
Sync user updates to HubSpot.
When a user is updated in Connecteam, Zapier updates their contact information in HubSpot automatically. This keeps your IT and CRM systems aligned, minimizing the risks of data inconsistencies and eliminating the need for manual updates, boosting accuracy across platforms.
ITLog completed tasks in HubSpot deals.
Every time a task is completed in Connecteam, Zapier logs it within the associated deal record in HubSpot. This automation gives the marketing team better visibility into project progress, helping improve coordination and ensuring campaigns stay on track.
Marketing & Marketing OpsLearn how to automate Connecteam on the Zapier blog
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Connecteam + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Connecteam and HubSpot
How can I integrate Connecteam with HubSpot?
You can integrate Connecteam with HubSpot using our integration platform by setting up triggers and actions. For example, a new hire added to Connecteam can automatically create a contact in HubSpot.
What are some examples of triggers for the Connecteam and HubSpot integration?
Some common triggers include 'New Task created in Connecteam' or 'New Employee added in Connecteam', which can prompt actions like creating new contacts or updating existing records in HubSpot.
What actions can be automated when connecting Connecteam with HubSpot?
Actions that can be automated include adding new contacts, updating existing contact details, or logging communications in HubSpot when certain events occur in Connecteam, like an employee completing a training module.
Can I customize the data fields when integrating Connecteam with HubSpot?
Yes, you can customize which data fields are mapped between Connecteam and HubSpot, allowing you to ensure all relevant information is transferred between platforms.
Is it possible to trigger automatic notifications in either system during integration?
Absolutely. You can set up notifications so that your team is alerted via email or mobile app when specific actions occur. For instance, a new task creation in Connecteam might send a notification through HubSpot's communication channels.
Are there any prerequisites before integrating Connecteam with HubSpot?
You'll need active accounts on both platforms and appropriate administrative permissions. It's also essential to have defined workflows so we know which actions should follow which triggers.
How secure is the integration between Connecteam and HubSpot?
The integration maintains high-security standards by using encrypted connections for data transfer and adhering to both platforms' security protocols to keep your information safe.
