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Set up your first integration
Quickly connect HubSpot to Workamajig with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Workamajig - 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 Activity" in Workamajig.
You’re connected!
Zapier seamlessly connects HubSpot and Workamajig, 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 HubSpot and Workamajig
Monitor company updates across platforms
Keep company information consistent with Zapier. When a company is updated in Workamajig, Zapier updates the corresponding information in HubSpot. This automation helps maintain accurate business records, saving time and ensuring data uniformity.
Business OwnerSync new leads from forms to CRM
When a new form is submitted in HubSpot, Zapier automatically adds the contact as a lead in Workamajig. This ensures marketing teams have lead data promptly in their system without any manual input, improving lead tracking and accelerating response times.
Marketing & Marketing OpsTrack updated opportunities in CRM
Zapier streamlines your sales process by ensuring that whenever an opportunity is updated in Workamajig, the details are also updated in HubSpot. This ensures your sales team has up-to-date information for better strategy and reduces time spent on cross-checking databases.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Workamajig integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Workamajig
What triggers can be used when integrating HubSpot with Workamajig?
When integrating HubSpot with Workamajig, triggers such as 'New Contact' or 'New Deal' in HubSpot can initiate actions in Workamajig. These might involve creating new projects, updating financial entries, or adding new contacts in the Workamajig system.
What actions can be performed in Workamajig when connecting it to HubSpot?
Upon successfully connecting HubSpot to Workamajig, you can perform actions such as creating or updating projects, managing contacts, and logging activities. For example, whenever a deal is closed in HubSpot, a new project can be automatically created in Workamajig.
Can I use custom fields from HubSpot during the integration process?
Yes, custom fields from HubSpot can be mapped and utilized within Workamajig. This allows for more tailored project management needs and helps manage data specific to your organization's requirements.
How often do data sync between HubSpot and Workamajig occur?
The frequency of data syncing between HubSpot and Workamajig depends on the triggers set during the integration setup. We ensure that updates occur promptly based on the defined workflow setup.
Do I need any coding skills to integrate HubSpot with Workamajig?
No coding skills are required to integrate these platforms. Our user-friendly interface guides you through setting up connections with simple click-through steps.
What should I do if the integration between HubSpot and Workamajig fails?
If you experience an issue with your integration between HubSpot and Workamajig, check the trigger settings first. Ensuring all credentials are up-to-date often resolves connectivity issues. Feel free to contact our support for further assistance if needed.
Is it possible to automate specific marketing workflows using this integration?
Yes, automations are a key feature when integrating these platforms. You can develop marketing workflows such as nurturing leads by automatically triggering campaigns based on changes in client statuses recorded in either system.
