Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Created

Triggered when a new contact is created in HubSpot. Use this to create a new lead or contact in Close, ensuring that all prospect information is captured and tracked efficiently.
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Contact Updated

Activated when a contact is updated or modified in HubSpot. Use this to synchronize contact details between HubSpot and Close, maintaining consistency across both platforms.
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New Deal Created

Triggered when a new deal is created in HubSpot. Use this to create a corresponding opportunity or deal in Close, allowing for effective sales pipeline management.
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Deal Updated

Activated when a deal is updated or modified in HubSpot. Use this to sync deal stages, updates, and notes between HubSpot and Close, ensuring accurate deal tracking and management.
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New Task Created

Triggered when a new task is created in HubSpot. Use this to create a task or reminder in Close, helping sales teams stay organized and on top of their follow-up activities.
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Task Completed

Activated when a task is completed in HubSpot. Use this to update task statuses or trigger follow-up actions in Close, ensuring that tasks are completed efficiently and on time.
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New Email Sent

Triggered when an email is sent from HubSpot. Use this to log email interactions and communication history in Close, providing visibility into email engagement and correspondence for better sales follow-up.
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Email Opened

Activated when an email is opened by a recipient in HubSpot. Use this to track email engagement and gauge prospect interest, allowing sales teams to prioritize follow-up efforts effectively.
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Email Clicked

Triggered when a recipient clicks on a link within an email in HubSpot. Use this to identify engaged prospects and trigger relevant follow-up actions in Close to move them further along the sales pipeline.

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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.

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Streamlined Sales Pipeline Management

Efficiently manage your sales pipeline by integrating Close with HubSpot. Sync contacts, deals, and activities between platforms to ensure a seamless sales process.

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Enhanced Lead Tracking

Track leads effectively from initial contact to conversion by leveraging Close's robust lead tracking capabilities within HubSpot. Gain insights into lead behavior and engagement to drive sales success.

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Automated Follow-Up Actions

Automate follow-up actions based on lead interactions and sales activities. Utilize Close's automation features integrated with HubSpot to streamline follow-up processes and improve sales efficiency.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Close Integration optimize sales processes?

The integration optimizes sales processes by synchronizing contacts, deals, and activities between HubSpot and Close, ensuring a seamless sales pipeline management experience.

Can I track leads effectively throughout the sales process with Close Integration?

Yes, you can. Close Integration allows you to track leads from initial contact to conversion, leveraging Close's robust lead tracking capabilities within HubSpot for better sales insights.

How does the integration automate follow-up actions?

The integration automates follow-up actions based on lead interactions and sales activities, utilizing Close's automation features integrated with HubSpot to streamline follow-up processes and improve sales efficiency.

What types of triggers and actions are available with the HubSpot Close Integration?

Triggers and actions include events such as new contact creation, contact updates, deal creation and updates, task management, email interactions, and note additions, allowing for comprehensive sales pipeline management and follow-up automation.

Can I synchronize contact details and deal stages between HubSpot and Close?

Yes, you can. The integration allows for synchronization of contact details, deal stages, updates, and notes between HubSpot and Close, ensuring accurate and consistent data across both platforms.

How does the integration improve sales team organization and productivity?

By automating task creation, updating task statuses, and logging email interactions and notes, the integration helps sales teams stay organized, prioritize follow-up activities, and improve productivity throughout the sales process.

Can I track email engagement and correspondence within Close?

Yes, you can. Email interactions, including opens and clicks, are logged in Close, providing visibility into email engagement and correspondence history for better sales follow-up and prospect engagement.

How does the integration help in identifying engaged prospects?

By tracking email opens and clicks, the integration helps in identifying engaged prospects, allowing sales teams to prioritize follow-up efforts and tailor communication to move prospects further along the sales pipeline.

Are there options available for customizing follow-up actions based on prospect interactions?

Yes, there are. Close Integration allows for customizable follow-up actions based on prospect interactions, ensuring that sales teams can effectively nurture leads and capitalize on engagement opportunities.

What are the key benefits of leveraging the HubSpot Close Integration for sales pipeline management?

The key benefits include streamlined sales pipeline management, enhanced lead tracking capabilities, automated follow-up actions, synchronized contact and deal data, improved sales team organization and productivity, comprehensive tracking of prospect interactions, and better insights for sales decision-making and strategy refinement.
The integration optimizes sales processes by synchronizing contacts, deals, and activities between HubSpot and Close, ensuring a seamless sales pipeline management experience.
Yes, you can. Close Integration allows you to track leads from initial contact to conversion, leveraging Close's robust lead tracking capabilities within HubSpot for better sales insights.
The integration automates follow-up actions based on lead interactions and sales activities, utilizing Close's automation features integrated with HubSpot to streamline follow-up processes and improve sales efficiency.
Triggers and actions include events such as new contact creation, contact updates, deal creation and updates, task management, email interactions, and note additions, allowing for comprehensive sales pipeline management and follow-up automation.
Yes, you can. The integration allows for synchronization of contact details, deal stages, updates, and notes between HubSpot and Close, ensuring accurate and consistent data across both platforms.
By automating task creation, updating task statuses, and logging email interactions and notes, the integration helps sales teams stay organized, prioritize follow-up activities, and improve productivity throughout the sales process.
Yes, you can. Email interactions, including opens and clicks, are logged in Close, providing visibility into email engagement and correspondence history for better sales follow-up and prospect engagement.
By tracking email opens and clicks, the integration helps in identifying engaged prospects, allowing sales teams to prioritize follow-up efforts and tailor communication to move prospects further along the sales pipeline.
Yes, there are. Close Integration allows for customizable follow-up actions based on prospect interactions, ensuring that sales teams can effectively nurture leads and capitalize on engagement opportunities.
The key benefits include streamlined sales pipeline management, enhanced lead tracking capabilities, automated follow-up actions, synchronized contact and deal data, improved sales team organization and productivity, comprehensive tracking of prospect interactions, and better insights for sales decision-making and strategy refinement.

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