Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Created

This trigger activates when a new contact is created in HubSpot, allowing Insightly to create a corresponding contact record or update existing records in the Insightly CRM.
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Contact Updated

Activated when a contact is updated or modified in HubSpot, enabling Insightly to synchronize the changes with corresponding contact records in Insightly to ensure data consistency.
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New Deal Created

Triggered when a new deal is created in HubSpot, allowing Insightly to create a deal record or update existing deals in Insightly to reflect deal progression and status changes.
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Deal Stage Updated

This trigger activates when the stage of a deal is updated in HubSpot, enabling Insightly to update deal stages or trigger follow-up tasks in Insightly based on deal movements captured in HubSpot.
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New Form Submission

Triggered when a new form submission is recorded in HubSpot, allowing Insightly to capture form data and create or update corresponding lead or contact records in Insightly CRM.
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Email Clicked

This trigger activates when a contact clicks on a link in an email in HubSpot, allowing Insightly to track email engagement data and trigger follow-up tasks or reminders in Insightly CRM.
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Email Opened

Triggered when a contact opens an email in HubSpot, enabling Insightly to track email engagement metrics and update contact statuses or trigger automated responses in Insightly CRM.
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New Blog Post Published

Triggered when a new blog post is published in HubSpot, allowing Insightly to share blog content or updates with relevant contacts or leads in Insightly CRM through email or notifications.
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New Social Media Post Published

Triggered when a new social media post is published in HubSpot, allowing Insightly to capture social media interactions and update contact records or trigger follow-up tasks in Insightly CRM.

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

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Syncari

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Centralize data management and ensure data consistency by integrating Syncari with HubSpot, enabling you to synchronize data across systems, cleanse and enrich data, and drive better decision-making.

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NativeForms

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Streamline form management and capture leads effectively by integrating NativeForms with HubSpot, enabling you to create customizable forms, collect data, and automate lead generation.

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Cvent

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Simplify event management and drive attendance by integrating Cvent with HubSpot, enabling you to create and manage events, capture registrations, and nurture leads seamlessly.

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RevOps

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Optimize deal management and streamline quoting processes by integrating RevOps Deal Desk & CPQ with HubSpot, enabling you to create accurate quotes, negotiate deals, and close contracts efficiently.

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Project Buddy

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Simplify project management with HubSpot Project Buddy integration. Learn how this integration can help you centralize project data, track tasks, and collaborate with team members effectively.

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Scoro

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Seamlessly integrate HubSpot with Scoro to streamline business management processes. Learn how this integration can help you centralize project management, track time, and manage invoices effortlessly.

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Actionstep

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Streamline legal practice management by integrating Actionstep with HubSpot, improving client communication and efficiency.

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Harvestr

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Align product management and marketing efforts by integrating Harvestr with HubSpot, improving product launch strategies and customer communication.

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Unleashed

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Streamline inventory operations with Unleashed integrated seamlessly with HubSpot. Improve accuracy and efficiency effortlessly.

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Marketo

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Streamline marketing automation and lead management processes by integrating Marketo with HubSpot, improving efficiency and ROI.

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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.

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Seamless CRM Integration

Integrate HubSpot with Insightly for seamless CRM integration, enabling businesses to centralize customer data, streamline workflows, and improve collaboration across teams.

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Unified Contact Management

Utilize Insightly's unified contact management features to synchronize contact records between HubSpot and Insightly, ensuring consistent and up-to-date customer information across both platforms.

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Automated Lead Nurturing

Leverage Insightly's automated lead nurturing capabilities to trigger personalized follow-up sequences and tasks based on lead interactions captured in HubSpot, enhancing lead engagement and conversion.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Insightly Integration improve CRM capabilities?

The integration improves CRM capabilities by enabling seamless data synchronization between HubSpot and Insightly, centralizing customer data, and streamlining workflows for better collaboration and customer management.

Can I synchronize contact records between HubSpot and Insightly?

Yes, you can synchronize contact records between HubSpot and Insightly using the integration, ensuring consistent and up-to-date customer information across both platforms for improved engagement and relationship management.

Does Insightly support automated lead nurturing?

Yes, Insightly supports automated lead nurturing capabilities, allowing you to trigger personalized follow-up sequences and tasks based on lead interactions captured in HubSpot, enhancing lead engagement and conversion.

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

Triggers and actions include contact and deal management, form submissions, email engagements, blog and social media posts, workflow automation, enabling comprehensive integration and automation of CRM processes between HubSpot and Insightly.

Can I automate deal updates and follow-up tasks in Insightly?

Yes, you can automate deal updates and follow-up tasks in Insightly using the integration, ensuring timely actions and reminders based on deal movements captured in HubSpot for efficient deal management.

How accurate and reliable is the data synchronization process with Insightly?

The data synchronization process with Insightly is highly accurate and reliable, ensuring seamless transfer of information between HubSpot and Insightly CRM, minimizing data discrepancies and errors.

Can I track email engagement and social media interactions in Insightly?

Yes, you can track email engagement and social media interactions in Insightly using the integration, allowing you to capture valuable insights and update contact records or trigger follow-up tasks based on customer interactions.

Are there any limitations or considerations when using the HubSpot Insightly Integration?

While the integration offers powerful CRM capabilities, it's important to ensure proper configuration and training to maximize its benefits and address any potential limitations or compatibility issues between HubSpot and Insightly.

How customizable are the workflows and tasks in Insightly?

The workflows and tasks in Insightly are highly customizable, allowing you to define and automate processes based on your specific business requirements and objectives for optimal efficiency and productivity.

Can I monitor and track CRM activities and performance in Insightly?

Yes, you can monitor and track CRM activities and performance in Insightly, providing visibility into customer interactions, pipeline progress, and team productivity for better decision-making and performance optimization.
The integration improves CRM capabilities by enabling seamless data synchronization between HubSpot and Insightly, centralizing customer data, and streamlining workflows for better collaboration and customer management.
Yes, you can synchronize contact records between HubSpot and Insightly using the integration, ensuring consistent and up-to-date customer information across both platforms for improved engagement and relationship management.
Yes, Insightly supports automated lead nurturing capabilities, allowing you to trigger personalized follow-up sequences and tasks based on lead interactions captured in HubSpot, enhancing lead engagement and conversion.
Triggers and actions include contact and deal management, form submissions, email engagements, blog and social media posts, workflow automation, enabling comprehensive integration and automation of CRM processes between HubSpot and Insightly.
Yes, you can automate deal updates and follow-up tasks in Insightly using the integration, ensuring timely actions and reminders based on deal movements captured in HubSpot for efficient deal management.
The data synchronization process with Insightly is highly accurate and reliable, ensuring seamless transfer of information between HubSpot and Insightly CRM, minimizing data discrepancies and errors.
Yes, you can track email engagement and social media interactions in Insightly using the integration, allowing you to capture valuable insights and update contact records or trigger follow-up tasks based on customer interactions.
While the integration offers powerful CRM capabilities, it's important to ensure proper configuration and training to maximize its benefits and address any potential limitations or compatibility issues between HubSpot and Insightly.
The workflows and tasks in Insightly are highly customizable, allowing you to define and automate processes based on your specific business requirements and objectives for optimal efficiency and productivity.
Yes, you can monitor and track CRM activities and performance in Insightly, providing visibility into customer interactions, pipeline progress, and team productivity for better decision-making and performance optimization.

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