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Set up your first integration
Quickly connect HubSpot to Urable with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Urable - 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 "Update/Create Customer" in Urable.
You’re connected!
Zapier seamlessly connects HubSpot and Urable, 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 Urable 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.
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Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Urable integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Urable
What do I need to integrate HubSpot with Urable?
To integrate HubSpot with Urable, you need active accounts on both platforms. Additionally, permissions to create Zaps in our interface are essential to set up the desired workflows.
How do I create a trigger in HubSpot for new contacts?
In our platform, you can set up a Zap where HubSpot acts as the trigger. Choose the 'New Contact' trigger event to capture new contacts from your account and then specify the actions you'd like Urable to perform.
Can I update Urable records when a deal stage changes in HubSpot?
Yes, you can configure a Zap where the trigger is 'Deal Stage Changed' in HubSpot. For actions, select updates in Urable such as modifying existing records or creating new entries based on deal stage changes.
Is it possible to automate follow-up tasks in Urable based on HubSpot email engagements?
Absolutely! Set up triggers like 'Email Opened' or 'Email Clicked' within HubSpot. Once these are detected, you can define actions in our platform to create follow-up tasks in Urable automatically.
How can we sync contact information between HubSpot and Urable efficiently?
You can establish a two-way sync by setting up Zaps with corresponding triggers and actions. For instance, use 'New Contact’ as a trigger in both systems and map fields accordingly so that any new contact info is updated on both platforms without manual intervention.
What types of custom fields can be mapped between Urable and HubSpot?
You can map various custom fields, including text fields, dates, numbers, and dropdown selections. During Zap setup, ensure that each custom field from HubSpot corresponds accurately with the appropriate custom field in Urable for seamless integration.
Do we need technical expertise to set up this integration?
No advanced technical skills are required. Our user-friendly interface guides you through each step of creating Zaps between HubSpot and Urable. Detailed instructions are provided for every trigger and action setup.
