Connect HubSpot and Dex to unlock the power of automation
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Set up your first integration
Quickly connect HubSpot to Dex with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Dex - 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 HubSpot.
Add your action
An action happens after the trigger—such as "Create Reminder" in Dex.
You’re connected!
Zapier seamlessly connects HubSpot and Dex, 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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Connect HubSpot and Dex 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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Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Dex integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Dex
How do I set up the HubSpot and Dex integration?
Setting up the integration between HubSpot and Dex is straightforward. First, ensure you have an account with both platforms. Then, navigate to our app dashboard, select 'Create Zap', and choose HubSpot as your trigger app. You'll be prompted to select a specific trigger—such as 'New Contact in List' or 'Updated Deal Stage'. Next, select Dex as your action app and choose what action should occur when the trigger happens, like 'Create New Entry' or 'Update Contact Information'. Once both are configured, test the Zap to ensure it's working correctly.
What triggers are available for the HubSpot-Dex integration?
Our integration supports a variety of triggers that originate from HubSpot. Some key triggers include 'New Form Submission', 'Contact Property Change', and 'Deal Stage Change'. These triggers allow you to automate certain actions in Dex based on activities in HubSpot.
Can I update contacts in Dex automatically when there's a change in HubSpot?
Yes, you can set up an automation where any change in a contact's information within HubSpot (like updates to their email or phone number) will automatically update their corresponding entry in Dex. This is done by setting the relevant trigger in HubSpot (e.g., 'Contact Property Change') and linking it to an appropriate action in Dex (e.g., 'Update Contact Information').
Are there any actions specific to deals that can be automated between HubSpot and Dex?
Certainly! You can automate actions related specifically to deals. For instance, when a deal's stage changes in HubSpot (using a trigger like 'Deal Stage Change'), it can automatically create or update entries related to that deal in Dex.
Is it possible to sync form submissions from HubSpot into Dex?
Absolutely, whenever there's a new form submission on HubSpot, this information can be passed over into Dex automatically. You can use the 'New Form Submission' trigger on HubSpot and link it with an action such as 'Create New Entry' on Dex.
How do I troubleshoot if my integration between HubSpot and Dex isn't working properly?
First, verify that all credentials for both platforms are correct. Then check if you've selected the correct triggers and actions matching your automation goals. Ensure your Zap is turned on and try re-testing it using sample data available at each step within our system.
Can we delay certain actions from taking place immediately once a trigger happens? If yes, how?
Yes, there's an option within our system to introduce delays between the time a trigger occurs (like receiving a new contact) and when an action is executed (such as updating records). This can be set up by adding a delay step during the Zap configuration process.
