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 client added to Redtail CRM 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

CircleLoop

Connect

Enhance communication efficiency and productivity by integrating CircleLoop with HubSpot, enabling you to make and receive calls directly from your CRM platform.

CRM Integration Logo

Threads

Connect

Streamline internal communication and collaboration by integrating Threads with HubSpot, enabling your team to share information, assign tasks, and track progress seamlessly.

CRM Integration Logo

WhatsApp Niswey

Connect

Elevate customer communication and engagement by integrating WhatsApp with HubSpot through Niswey's solution, enabling you to connect with customers on their preferred messaging platform and nurture relationships effectively.

CRM Integration Logo

Trengo

Connect

Centralize your communication channels and improve customer support by integrating Trengo with HubSpot, enabling you to manage emails, chats, and social media messages from one platform.

CRM Integration Logo

Front

Connect

Streamline communication and enhance productivity with Front integrated with HubSpot. Explore our integration solutions for efficient teamwork.

CRM Integration Logo

Call Loop

Connect

Enhance communication channels and improve customer engagement with Call Loop (SMS-Ringless-Voice) integrated with HubSpot. Explore our integration solutions for effective outreach.

CRM Integration Logo

Telavox

Connect

Improve communication efficiency and collaboration by integrating Telavox with HubSpot, enabling you to make calls, send messages, and manage contacts seamlessly within your CRM platform.

CRM Integration Logo

Drop Cowboy

Connect

Improve communication efficiency and engagement by integrating Drop Cowboy with HubSpot, enabling you to send personalized SMS messages and automate outreach campaigns seamlessly.

CRM Integration Logo

Crisp

Connect

Discover how to enhance customer interactions using Crisp-HubSpot integration. Learn more about features and benefits.

CRM Integration Logo

MessageBird

Connect

Enhance messaging communication and reach customers effectively by integrating MessageBird Sync by Ulgebra with HubSpot, enabling you to send personalized messages, automate workflows, and nurture leads seamlessly.

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.

Redtail CRM logo

Redtail CRM + HubSpot

bullet icon

Streamline Lead Management

Effortlessly capture and manage Redtail CRM leads and client data in HubSpot.

bullet icon

Create Personalized User Experience

Utilize HubSpot data to tailor communication and engagement strategies for Redtail CRM clients.

bullet icon

Automate Marketing Workflows

Trigger actions in HubSpot based on Redtail CRM client interactions and activities.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Redtail CRM Integration enhance client relationship management?

The integration enables seamless synchronization of Redtail CRM client data with HubSpot, allowing for comprehensive client relationship management.

Can I track and analyze Redtail CRM client interactions in HubSpot?

Yes, client interactions made through Redtail CRM are automatically tracked and recorded in HubSpot, facilitating analysis and reporting.

Is it possible to personalize communication with Redtail CRM clients using HubSpot data?

While direct personalization within Redtail CRM using HubSpot data isn't native, you can leverage HubSpot insights to tailor communication strategies and engagement.

How does the HubSpot integration support sales and revenue tracking for Redtail CRM clients?

HubSpot's integration with Redtail CRM enables accurate tracking of client interactions, deal progress, and revenue, providing valuable insights for sales optimization.

Can I automate marketing workflows between HubSpot and Redtail CRM?

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

How does HubSpot integration impact user experience for Redtail CRM clients?

Integrating HubSpot with Redtail CRM allows for enhanced user experiences through personalized communication and streamlined processes, potentially improving client satisfaction and retention.

Is client data synchronization between HubSpot and Redtail CRM seamless?

Yes, the integration ensures seamless synchronization of client data between HubSpot and Redtail CRM, maintaining data consistency across platforms.

Can I use HubSpot's analytics to track client behavior on Redtail CRM?

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

How does HubSpot integration facilitate client engagement and retention for Redtail CRM users?

By capturing Redtail CRM client data into HubSpot, you can nurture client relationships with targeted campaigns and personalized communications, driving engagement and fostering loyalty.

Are there specific benefits of using HubSpot CTAs in Redtail CRM campaigns?

Utilizing HubSpot CTAs in Redtail CRM campaigns enhances tracking and performance analysis, enabling tailored calls-to-action for different client segments.
The integration enables seamless synchronization of Redtail CRM client data with HubSpot, allowing for comprehensive client relationship management.
Yes, client interactions made through Redtail CRM are automatically tracked and recorded in HubSpot, facilitating analysis and reporting.
While direct personalization within Redtail CRM using HubSpot data isn't native, you can leverage HubSpot insights to tailor communication strategies and engagement.
HubSpot's integration with Redtail CRM enables accurate tracking of client interactions, deal progress, and revenue, providing valuable insights for sales optimization.
Absolutely, you can set up automated workflows in HubSpot triggered by Redtail CRM client interactions and activities, enabling personalized marketing campaigns and follow-ups.
Integrating HubSpot with Redtail CRM allows for enhanced user experiences through personalized communication and streamlined processes, potentially improving client satisfaction and retention.
Yes, the integration ensures seamless synchronization of client data between HubSpot and Redtail CRM, maintaining data consistency across platforms.
HubSpot's analytics tools provide insights into client behavior on Redtail CRM, empowering data-driven decision-making and optimization of marketing strategies.
By capturing Redtail CRM client data into HubSpot, you can nurture client relationships with targeted campaigns and personalized communications, driving engagement and fostering loyalty.
Utilizing HubSpot CTAs in Redtail CRM campaigns enhances tracking and performance analysis, enabling tailored calls-to-action for different client segments.

Book a consultation call