Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Contact in List

This trigger occurs when a contact is added to a specific list in HubSpot. It can be used to initiate workflows based on list membership changes.
heading shape

New Deal Property Change

Activated when a property of a deal in HubSpot is updated. This is useful for tracking changes in deal stages or other custom deal properties.
heading shape

Product Created or Updated

This trigger fires when a product is either newly created or updated in HubSpot. It's useful for inventory management and sales tracking.
heading shape

New Email Event

Triggered by various email activities in HubSpot, such as when an email is opened, clicked, or bounced. This helps in monitoring email campaign effectiveness.
heading shape

Add Contact to HubSpot List

This action adds a contact to a specified list in HubSpot, useful for segmenting contacts for targeted marketing campaigns.
heading shape

Create a Company in HubSpot

Allows you to create a new company record in HubSpot. This can be triggered by various actions, like a new user registration on ClientPoint indicating a potential business.
heading shape

Find Company

Searches for a company in HubSpot. If the company exists, it retrieves details; otherwise, it can trigger other actions like creating a new company record.
heading shape

Find or Create Line Item

This action looks for a specific line item in HubSpot. If it doesn't exist, it creates a new one. This is particularly useful in e-commerce integrations.
heading shape

Find or Create Ticket

Searches for a support ticket in HubSpot. If not found, it creates a new ticket, ensuring customer inquiries or issues are promptly addressed.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

SharpSpring

Connect

Boost your marketing automation with the SharpSpring and HubSpot integration. Drive conversions with connected insights.

CRM Integration Logo

SalesRabbit

Connect

Enhance field sales operations with the SalesRabbit and HubSpot integration. Sync data for better sales outcomes.

CRM Integration Logo

Juro

Connect

Streamline contract workflows with the Juro and HubSpot integration. Improve efficiency with connected CRM data.

CRM Integration Logo

Signeasy

Connect

Simplify document signing with the Signeasy and HubSpot integration. Boost productivity with seamless workflows.

CRM Integration Logo

SendForensics

Connect

Improve email performance with the SendForensics and HubSpot integration. Ensure high deliverability rates effortlessly.

CRM Integration Logo

SureTriggers

Connect

Unlock automation potential with the SureTriggers and HubSpot integration. Simplify tasks and improve efficiency.

CRM Integration Logo

Single Sign-On

Connect

Enhance security and ease of access with the Single Sign-On and HubSpot integration. Manage identities seamlessly.

CRM Integration Logo

Design Wizard

Connect

Elevate your content with the Design Wizard and HubSpot integration. Simplify graphic design and boost engagement.

CRM Integration Logo

LinePilot

Connect

Streamline team communication with the LinePilot and HubSpot integration. Enhance collaboration and workflows.

CRM Integration Logo

Apideck

Connect

Simplify API management with APIDeck integrated with HubSpot. Enhance data integration capabilities and streamline workflows effectively.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

ClientPoint logo

ClientPoint + HubSpot

bullet icon

Streamline Lead Management

Effortlessly capture and manage ClientPoint leads and customer data in HubSpot.

bullet icon

Create Personalized User Experience

Utilize HubSpot data to tailor communication and engagement strategies for ClientPoint users.

bullet icon

Automate Marketing Workflows

Trigger actions in HubSpot based on ClientPoint interactions and activities.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot ClientPoint Integration enhance lead management?

The integration allows you to centralize lead data from ClientPoint into HubSpot, enabling comprehensive lead management and streamlined follow-up processes.

Can I track and analyze ClientPoint interactions in HubSpot?

Yes, interactions made through ClientPoint are automatically tracked and recorded in HubSpot, facilitating analysis and reporting for optimization.

Is it possible to personalize communication based on HubSpot data within ClientPoint?

While direct personalization within ClientPoint using HubSpot data isn't native, you can leverage HubSpot insights to guide personalized communication strategies in ClientPoint campaigns.

How does the HubSpot integration support marketing efforts for ClientPoint users?

HubSpot's integration with ClientPoint enables accurate tracking of user interactions, lead generation, and campaign effectiveness, providing valuable insights for marketing optimization.

Can I automate marketing workflows between HubSpot and ClientPoint?

Absolutely, you can set up automated workflows in HubSpot triggered by ClientPoint interactions and activities, enabling personalized marketing campaigns and follow-ups.

How does HubSpot integration impact user experience for ClientPoint users?

Integrating HubSpot with ClientPoint allows for enhanced user experiences through personalized communication and streamlined processes, potentially improving user engagement and satisfaction.

Is data synchronization between HubSpot and ClientPoint seamless?

Yes, the integration ensures seamless synchronization of data between HubSpot and ClientPoint, ensuring that your customer data is consistent and up-to-date across both platforms.

Can I use HubSpot's analytics to track user behavior on ClientPoint?

HubSpot's analytics tools provide insights into user behavior on ClientPoint, empowering data-driven decision-making and optimization of marketing strategies.

How does HubSpot integration facilitate lead nurturing for ClientPoint users?

By capturing leads directly into HubSpot from ClientPoint, you can immediately engage them with nurturing campaigns using HubSpot's email and automation tools, guiding them through the customer journey.

Are there specific benefits of using HubSpot CTAs in ClientPoint campaigns?

Using HubSpot CTAs in ClientPoint campaigns enhances tracking and performance analysis, as well as the ability to personalize CTA content for different audience segments.
The integration allows you to centralize lead data from ClientPoint into HubSpot, enabling comprehensive lead management and streamlined follow-up processes.
Yes, interactions made through ClientPoint are automatically tracked and recorded in HubSpot, facilitating analysis and reporting for optimization.
While direct personalization within ClientPoint using HubSpot data isn't native, you can leverage HubSpot insights to guide personalized communication strategies in ClientPoint campaigns.
HubSpot's integration with ClientPoint enables accurate tracking of user interactions, lead generation, and campaign effectiveness, providing valuable insights for marketing optimization.
Absolutely, you can set up automated workflows in HubSpot triggered by ClientPoint interactions and activities, enabling personalized marketing campaigns and follow-ups.
Integrating HubSpot with ClientPoint allows for enhanced user experiences through personalized communication and streamlined processes, potentially improving user engagement and satisfaction.
Yes, the integration ensures seamless synchronization of data between HubSpot and ClientPoint, ensuring that your customer data is consistent and up-to-date across both platforms.
HubSpot's analytics tools provide insights into user behavior on ClientPoint, empowering data-driven decision-making and optimization of marketing strategies.
By capturing leads directly into HubSpot from ClientPoint, you can immediately engage them with nurturing campaigns using HubSpot's email and automation tools, guiding them through the customer journey.
Using HubSpot CTAs in ClientPoint campaigns enhances tracking and performance analysis, as well as the ability to personalize CTA content for different audience segments.

Book a consultation call