Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Contact in List

Activates when a contact is added to a specific list in HubSpot, allowing Rocketlane to initiate project onboarding tasks or notifications.
heading shape

New Deal Property Change

Triggers when a property of a deal in HubSpot is updated, enabling Rocketlane to track deal progression and update project milestones accordingly.
heading shape

Product Created or Updated

Fires when a product is newly created or updated in HubSpot, allowing Rocketlane to update product-related tasks or documentation.
heading shape

New Email Event

Activated by various email activities in HubSpot, such as opens, clicks, or bounces, helping Rocketlane monitor and respond to customer communications effectively.
heading shape

Add Contact to HubSpot List

Adds a contact to a specified list in HubSpot, enabling Rocketlane to segment contacts for project-related tasks or notifications.
heading shape

Create a Company in HubSpot

Allows creation of a new company record in HubSpot, triggered by actions like form submissions or sales interactions, enriching Rocketlane's database for project planning.
heading shape

Find Company

Searches for a company in HubSpot and retrieves details if found, providing Rocketlane with comprehensive company insights for project-related tasks and interactions.
heading shape

Find or Create Line_item

Looks for a specific line item in HubSpot; if not found, creates a new one, aiding Rocketlane in tracking product-related tasks or inventory management.
heading shape

Find or Create Ticket

Searches for a support ticket in HubSpot; if not found, creates a new ticket, ensuring timely resolution of customer inquiries and support management.

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

Sheet Director

Connect

Streamline data management and automate workflows by integrating Sheet Director with HubSpot, enabling you to sync data between Google Sheets and HubSpot effortlessly.

CRM Integration Logo

Jira

Connect

Streamline project management and collaboration by integrating Jira with HubSpot, enabling you to sync tasks, issues, and projects seamlessly between platforms.

CRM Integration Logo

Asana by ConnectIn

Connect

Simplify task management and improve project collaboration with Asana by ConnectIn integrated with HubSpot. Discover how our integration solutions can optimize your workflow.

CRM Integration Logo

PDF CreateMate

Connect

Simplify document management and improve workflow efficiency with PDF CreateMate integrated with HubSpot. Discover how our integration solutions can streamline processes.

CRM Integration Logo

Kiflo PRM

Connect

Optimize partner relationship management and drive channel sales by integrating Kiflo PRM with HubSpot, enabling you to onboard, manage, and track partner activities seamlessly within your CRM platform.

CRM Integration Logo

Contacts+

Connect

Enhance your contact management capabilities and improve relationships by integrating Contacts+ with HubSpot, enabling you to access enriched contact data and streamline communication.

CRM Integration Logo

PartnerStack

Connect

Optimize your partner management processes and drive channel growth by integrating PartnerStack with HubSpot, enabling you to manage partnerships, track referrals, and reward advocates effectively.

CRM Integration Logo

ApiX-Drive

Connect

Streamline document management and improve collaboration by integrating ApiX-Drive with HubSpot, enabling you to store, share, and access files securely within your CRM platform.

CRM Integration Logo

Equals

Connect

Streamline expense management and improve financial visibility by integrating Equals with HubSpot, enabling you to sync expenses, track budgets, and analyze spending patterns.

CRM Integration Logo

Nvoip

Connect

Enhance call management and improve customer interactions by integrating Nvoip with HubSpot, enabling you to track calls, capture leads, and streamline communication 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.

Rocketlane logo

Rocketlane + HubSpot

bullet icon

Simplify Project Onboarding

Integrate HubSpot with Rocketlane to simplify project onboarding processes, ensuring smooth transitions from lead to project kick-off.

bullet icon

Streamline Task Management

Streamline task management by syncing HubSpot contacts, deals, and activities with Rocketlane, providing a unified platform for project collaboration.

bullet icon

Accelerate Sales to Delivery Handoff

Accelerate the handoff from sales to delivery teams by automating workflows between HubSpot and Rocketlane, reducing manual handoffs and improving efficiency.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Rocketlane Integration simplify project onboarding?

This integration simplifies project onboarding by seamlessly transitioning leads from HubSpot to Rocketlane, ensuring smooth transitions and efficient kick-offs.

Can I streamline task management by integrating HubSpot with Rocketlane?

Yes, Rocketlane can sync HubSpot contacts, deals, and activities, providing a unified platform for task management and project collaboration.

How does this integration accelerate the sales to delivery handoff process?

By automating workflows between HubSpot and Rocketlane, this integration accelerates the handoff from sales to delivery teams, reducing manual handoffs and improving efficiency.

Can Rocketlane track project milestones based on updates in HubSpot deals?

Absolutely, Rocketlane can track project milestones based on updates in HubSpot deals, ensuring alignment between sales and project teams.

How can I ensure seamless communication between HubSpot and Rocketlane for project-related inquiries?

By logging form submissions from HubSpot in Rocketlane, businesses can capture project-related inquiries or requests for follow-up and action, ensuring seamless communication and response.

Is it possible to segment contacts for project-related tasks using HubSpot lists in Rocketlane?

Yes, contacts can be segmented for project-related tasks or notifications based on HubSpot lists, enabling targeted communication and task assignment within Rocketlane.

Can Rocketlane automate project-related tasks based on changes in HubSpot deal properties?

Yes, Rocketlane can trigger project-related tasks or notifications based on changes in HubSpot deal properties, ensuring timely updates and actions.

How can HubSpot's automation features be leveraged within Rocketlane?

HubSpot's automation features can be used to trigger actions in Rocketlane based on customer interactions or marketing activities, improving project management efficiency.

Can Rocketlane track product-related tasks based on updates in HubSpot products?

Absolutely, Rocketlane can track product-related tasks or documentation based on updates in HubSpot products, ensuring alignment between sales and project teams.

How can I leverage Rocketlane's collaboration features with HubSpot data?

By syncing HubSpot data with Rocketlane, businesses can leverage Rocketlane's collaboration features for efficient project planning and execution, ensuring alignment between teams.
This integration simplifies project onboarding by seamlessly transitioning leads from HubSpot to Rocketlane, ensuring smooth transitions and efficient kick-offs.
Yes, Rocketlane can sync HubSpot contacts, deals, and activities, providing a unified platform for task management and project collaboration.
By automating workflows between HubSpot and Rocketlane, this integration accelerates the handoff from sales to delivery teams, reducing manual handoffs and improving efficiency.
Absolutely, Rocketlane can track project milestones based on updates in HubSpot deals, ensuring alignment between sales and project teams.
By logging form submissions from HubSpot in Rocketlane, businesses can capture project-related inquiries or requests for follow-up and action, ensuring seamless communication and response.
Yes, contacts can be segmented for project-related tasks or notifications based on HubSpot lists, enabling targeted communication and task assignment within Rocketlane.
Yes, Rocketlane can trigger project-related tasks or notifications based on changes in HubSpot deal properties, ensuring timely updates and actions.
HubSpot's automation features can be used to trigger actions in Rocketlane based on customer interactions or marketing activities, improving project management efficiency.
Absolutely, Rocketlane can track product-related tasks or documentation based on updates in HubSpot products, ensuring alignment between sales and project teams.
By syncing HubSpot data with Rocketlane, businesses can leverage Rocketlane's collaboration features for efficient project planning and execution, ensuring alignment between teams.

Book a consultation call