Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Created in HubSpot

Triggered when a new contact is created in HubSpot. Use this to update contact lists or initiate project tasks in Smartsheet for customer-related activities.
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Contact Updated

Activated when contact details are updated in HubSpot. Use this to ensure contact information remains consistent across platforms and update corresponding records in Smartsheet.
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New Deal Created

Triggered when a new deal is created in HubSpot. Use this to initiate project tasks or update project statuses in Smartsheet based on deal progress.
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Deal Updated

Activated when deal details are updated in HubSpot. Use this to track deal progression and update project plans or timelines in Smartsheet accordingly.
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New Task Assigned

Triggered when a new task is assigned to a sales representative in HubSpot. Use this to create or update task lists in Smartsheet for project management purposes.
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Task Completed

Activated when a task is completed by a sales representative in HubSpot. Use this to update task statuses or trigger follow-up actions in Smartsheet based on task completion.
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New Note Added

Triggered when a new note is added to a contact or deal in HubSpot. Use this to update project documentation or trigger notifications in Smartsheet for relevant stakeholders.
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Note Updated

Activated when a note is updated in HubSpot. Use this to ensure project documentation remains up-to-date and reflect changes in project status or customer interactions.
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New Document Attached

Triggered when a new document is attached to a contact or deal in HubSpot. Use this to update project files or documentation in Smartsheet for centralized access and collaboration.

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Visible

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Enhance data visualization with Visible integrated with HubSpot. Gain insights and make data-driven decisions to drive business success.

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Heyflow

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Streamline workflow automation with Heyflow integrated with HubSpot. Improve efficiency and productivity across your organization.

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0CodeTools: Workflow Toolbox

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Simplify development processes with 0codeTools integrated with HubSpot. Enhance productivity and streamline code management effectively.

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Formidable Forms

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Capture leads effortlessly and streamline form submissions with Formidable Forms integrated with HubSpot. Discover how our integration solutions can optimize your lead generation process.

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Mailmodo

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Personalize your email campaigns and improve engagement with Mailmodo integrated with HubSpot. Explore our integration services for effective communication.

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Wave.video

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Elevate your video marketing strategy with Wave.video integrated with HubSpot. Learn how our integration solutions can help you create compelling content.

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Gleam

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Boost contest management and drive participation with Gleam integrated with HubSpot. Discover how our integration services can elevate your marketing efforts.

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Enhance user onboarding experiences and improve retention rates with Appcues integrated with HubSpot. Explore our integration solutions for seamless user engagement.

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Drive conversions and optimize your marketing efforts with Landingi integrated with HubSpot. Learn more about our integration services for effective lead generation.

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Show Line Items Association

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Manage billing efficiently with the Show Line Items and HubSpot integration. Simplify invoicing and improve financial tracking within your CRM.

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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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Smartsheet + HubSpot

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Streamline Data Management

Integrate Smartsheet with HubSpot to streamline data management processes, centralize information, and improve collaboration between sales and project teams.

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Enhance Project Visibility

Utilize HubSpot CRM data to enrich project management in Smartsheet, providing better visibility into customer interactions and project status for improved decision-making.

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Automate Workflows

Automate data syncing and workflow processes between HubSpot and Smartsheet, reducing manual data entry tasks and improving overall efficiency.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Smartsheet Integration streamline data management processes?

Integrating Smartsheet with HubSpot streamlines data management processes by centralizing information, improving collaboration, and reducing manual data entry tasks.

Can I enhance project visibility using HubSpot CRM data with Smartsheet?

Yes, leveraging HubSpot CRM data enriches project management in Smartsheet, providing better visibility into customer interactions and project status for improved decision-making.

Is it possible to automate workflows between HubSpot and Smartsheet?

Absolutely, you can automate data syncing and workflow processes between HubSpot and Smartsheet, reducing manual tasks and improving overall efficiency in project management.

How does the integration support collaboration between sales and project teams?

By syncing data between HubSpot and Smartsheet, the integration facilitates collaboration between sales and project teams, ensuring consistent information and streamlined processes.

Can I track project progress and customer interactions within HubSpot?

Yes, HubSpot provides visibility into project progress and customer interactions, allowing sales teams to track deal progression and project status for better customer management.

Does the integration ensure consistency and accuracy of data between HubSpot and Smartsheet?

Yes, the integration ensures seamless synchronization of data between HubSpot and Smartsheet, reducing errors and ensuring data integrity across platforms.

Can I use Smartsheet integration for project documentation and task management?

Absolutely, you can utilize Smartsheet for project documentation and task management, and integrate with HubSpot to update project files or documentation based on customer interactions.

How can I leverage HubSpot's automation features to streamline project workflows?

By setting up automation rules in HubSpot, you can trigger actions in Smartsheet based on predefined criteria or milestones, streamlining project workflows and improving efficiency.

What are the benefits of using HubSpot and Smartsheet together for data management and project collaboration?

Using HubSpot and Smartsheet together provides a comprehensive solution for data management and project collaboration, enabling centralized information, streamlined workflows, and improved team collaboration.

Can I integrate Smartsheet with other marketing and sales tools within HubSpot?

Yes, Smartsheet can be integrated with other marketing and sales tools within HubSpot, allowing for seamless data exchange and collaboration between different platforms for enhanced productivity.
Integrating Smartsheet with HubSpot streamlines data management processes by centralizing information, improving collaboration, and reducing manual data entry tasks.
Yes, leveraging HubSpot CRM data enriches project management in Smartsheet, providing better visibility into customer interactions and project status for improved decision-making.
Absolutely, you can automate data syncing and workflow processes between HubSpot and Smartsheet, reducing manual tasks and improving overall efficiency in project management.
By syncing data between HubSpot and Smartsheet, the integration facilitates collaboration between sales and project teams, ensuring consistent information and streamlined processes.
Yes, HubSpot provides visibility into project progress and customer interactions, allowing sales teams to track deal progression and project status for better customer management.
Yes, the integration ensures seamless synchronization of data between HubSpot and Smartsheet, reducing errors and ensuring data integrity across platforms.
Absolutely, you can utilize Smartsheet for project documentation and task management, and integrate with HubSpot to update project files or documentation based on customer interactions.
By setting up automation rules in HubSpot, you can trigger actions in Smartsheet based on predefined criteria or milestones, streamlining project workflows and improving efficiency.
Using HubSpot and Smartsheet together provides a comprehensive solution for data management and project collaboration, enabling centralized information, streamlined workflows, and improved team collaboration.
Yes, Smartsheet can be integrated with other marketing and sales tools within HubSpot, allowing for seamless data exchange and collaboration between different platforms for enhanced productivity.

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