Connect Dovetail and HubSpot to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Dovetail to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dovetail 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 Published Insight" from Dovetail.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dovetail 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.
- Project
Try ItTriggerPolling- Updated Project
Triggers when a project is updated.
Try ItTriggerPolling - ProjectRequired
- Title
- Content
- Published
- Append content if insight exists
ActionWrite- Name
ActionWrite
- New Project
Triggers when a new project is created
Try ItTriggerPolling - ChannelRequired
- TextRequired
- TimestampRequired
- Source Title
- Source URL
- Custom fields
ActionWrite- ProjectRequired
- Title
- Content
- Append content if data exists
ActionWrite- Note
- Additional properties to retrieve
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Dovetail and HubSpot
Track new projects' customer feedback.
When a new project is created in Dovetail, Zapier uploads the relevant data into HubSpot, providing an overview directly in your CRM. This centralizes customer insights, helping business owners make more informed decisions and improving efficiency.
Business OwnerSync customer insights with tickets.
When a new ticket is created in HubSpot, Zapier automatically adds relevant customer insights from Dovetail to help support teams provide more informed responses. This reduces resolution time and boosts customer satisfaction.
Customer Support OpsLog published insights to campaigns.
When a new insight is published in Dovetail, Zapier creates or updates a campaign in HubSpot to ensure your marketing campaigns always leverage the latest customer research. This keeps messaging relevant and consistent, improving engagement metrics.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Dovetail + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dovetail and HubSpot
How do I set up the Dovetail and HubSpot integration?
To set up the integration between Dovetail and HubSpot, you need to create a new Zap in our platform. After choosing Dovetail as the trigger app, select an event such as 'New Insight Created'. Then choose HubSpot as the action app and define actions like 'Create or Update Contact' based on your workflow needs.
What triggers are available for Dovetail in this integration?
You can use various triggers such as 'New Insight Created', 'New Highlight Created', and 'Tag Applied to Note' when integrating with HubSpot.
What kind of actions can I automate in HubSpot using this integration?
In HubSpot, you can automate actions such as creating or updating contacts, adding notes, or creating tasks based on activities in Dovetail.
Is coding knowledge required to integrate Dovetail with HubSpot?
No coding knowledge is necessary to integrate Dovetail with HubSpot. Our platform uses a user-friendly interface where you can set up triggers and actions within minutes without writing any code.
Can I update an existing contact in HubSpot when a new insight is added in Dovetail?
Yes, by setting the trigger event in Dovetail to 'New Insight Created', you can update existing contacts in HubSpot through specified action settings.
Are there limits on how many Zaps I can connect with my Dovetail and HubSpot accounts?
The number of Zaps you can connect depends on your subscription plan. Review your plan details to understand how many simultaneous integrations are permitted.
How do I ensure data accuracy between Dovetail and HubSpot?
We recommend setting up error notifications within your Zaps so that you're alerted if anything goes amiss during data transfer between Dovetail and HubSpot.
