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Set up your first integration
Quickly connect Convoso to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Convoso 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 "Campaign Event" from Convoso.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Convoso 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.
- Campaign Event
Triggers when a new convoso campaign workflow event is created.
Try ItTriggerInstant - Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItTriggerInstant - Queue Event
Triggers when a new Convoso queue workflow event is created.
Try ItTriggerInstant - User IDRequired
ActionWrite
- Email Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItTriggerInstant - List Event
Triggers when a new convoso list workflow event is created.
Try ItTriggerInstant - Phone NumberRequired
- Country CodeRequired
- Campaign IDRequired
ActionWrite- Campaign ID
- Queue ID
- User ID
ActionWrite
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Connect Convoso 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.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Convoso + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Convoso and HubSpot
What is required to integrate Convoso with HubSpot?
To integrate Convoso with HubSpot, you'll need active accounts on both platforms. Our integration works by setting up triggers and actions through our platform that facilitate communication between Convoso and HubSpot.
How does the trigger-action mechanism work in the integration?
In our integration, a trigger in one app initiates an action in another. For instance, when a new lead is generated in Convoso, it can automatically create or update a contact in HubSpot.
Can I customize which data fields are synced between Convoso and HubSpot?
Yes, you can customize data mapping based on your needs during the setup process. This ensures that relevant information is accurately transferred between Convoso and HubSpot.
What actions can be automated through this integration?
You can automate several actions such as creating or updating contacts, logging calls or activities, and managing deals or tickets in HubSpot based on triggers from Convoso.
Does the integration support real-time data updates?
Yes, our integration supports real-time updates to ensure that any changes made in either system are instantly reflected in the other.
Are there pre-built templates available for this integration?
We offer pre-built templates to streamline the initial setup process for common use cases like syncing leads and managing contacts between Convoso and HubSpot.
How do I handle errors or issues during the integration process?
Our platform provides detailed error messages that help diagnose issues quickly. Ensure both apps have necessary permissions granted, and refer to our support documentation if needed.
