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 capture contact data, update contact lists, and track lead generation activities within Whatagraph for comprehensive reporting and analysis.
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Contact Updated

Activated when a contact is updated or modified in HubSpot. Use this to maintain data consistency, synchronize contact details, and ensure accurate reporting across both HubSpot and Whatagraph platforms.
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New Deal Created

Triggered when a new deal is created in HubSpot. Use this to capture deal data, track deal progression, and analyze sales performance within Whatagraph for insightful pipeline reporting and forecasting.
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Deal Updated

Activated when a deal is updated or modified in HubSpot. Use this to monitor deal changes, update deal stages, and track deal activities within Whatagraph for real-time sales reporting and analysis.
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New Email Campaign Launched

Triggered when a new email campaign is launched in HubSpot. Use this to capture campaign metrics, track email performance, and analyze campaign effectiveness within Whatagraph for targeted marketing reporting and optimization.
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Email Campaign Updated

Activated when an email campaign is updated or modified in HubSpot. Use this to monitor campaign changes, adjust campaign parameters, and track campaign outcomes within Whatagraph for data-driven marketing insights and decision-making.
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New Form Submission

Triggered when a new form submission is received in HubSpot. Use this to capture form submission data, track lead acquisition, and analyze form performance within Whatagraph for comprehensive lead generation reporting and optimization.
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Form Submission Updated

Activated when a form submission is updated or modified in HubSpot. Use this to monitor form submission changes, update lead records, and track form engagement within Whatagraph for data-driven lead nurturing reporting and analysis.
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New Workflow Triggered

Triggered when a new workflow is triggered in HubSpot. Use this to capture workflow events, track workflow performance, and analyze workflow effectiveness within Whatagraph for automated marketing reporting and optimization.

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Sheet Director

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

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Jira

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

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Asana by ConnectIn

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

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PDF CreateMate

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

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Kiflo PRM

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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.

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Contacts+

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

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PartnerStack

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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.

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ApiX-Drive

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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.

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Equals

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

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Nvoip

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

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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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Whatagraph + HubSpot

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Comprehensive Reporting

Integrate Whatagraph with HubSpot to access comprehensive reporting capabilities. Consolidate data from various sources, visualize key metrics, and generate insightful reports within HubSpot for informed decision-making.

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Automated Report Generation

Utilize Whatagraph's automated report generation features to streamline reporting processes. Schedule regular reports, customize report templates, and share reports with stakeholders directly within HubSpot's CRM platform.

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Data-driven Insights

Harness the power of data-driven insights with Whatagraph integration. Analyze performance metrics, track campaign effectiveness, and identify growth opportunities, all from within HubSpot's centralized reporting environment.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Whatagraph Integration enhance reporting capabilities?

The integration enhances reporting capabilities by providing comprehensive reporting features within HubSpot. Consolidate data from various sources, automate report generation, and access data-driven insights for informed decision-making.

Can I schedule automated reports using Whatagraph integration?

Yes, you can. Utilize Whatagraph's automated report generation features to schedule regular reports, customize report templates, and share reports with stakeholders directly within HubSpot's CRM platform for streamlined reporting processes.

Does the integration support data visualization and analysis?

Absolutely. Harness the power of data-driven insights with Whatagraph integration. Analyze performance metrics, track campaign effectiveness, and identify growth opportunities, all from within HubSpot's centralized reporting environment.

How can I track lead generation activities within Whatagraph?

You can track lead generation activities by utilizing triggers from HubSpot events such as new contact creation and form submissions. Capture contact data, update lead lists, and analyze lead acquisition within Whatagraph for comprehensive lead generation reporting and analysis.

Are sales pipeline activities synchronized with Whatagraph's reporting features?

Yes, they are. Capture deal data, track deal progression, and analyze sales performance within Whatagraph for insightful pipeline reporting and forecasting, ensuring alignment between sales activities and reporting metrics.

Can I monitor marketing campaign performance within Whatagraph?

Yes, you can. Track email campaign metrics, form submission data, and workflow outcomes within Whatagraph for targeted marketing reporting and optimization, enabling data-driven marketing insights and decision-making.

Are there customizable reporting templates available within Whatagraph?

Yes, there are. Utilize Whatagraph's customizable reporting templates to create tailored reports, adjust report parameters, and visualize key metrics within HubSpot for personalized reporting experiences and enhanced data visualization.

Does the integration support real-time data synchronization between HubSpot and Whatagraph?

Yes, it does. The integration supports real-time data synchronization, ensuring that contact records, deal activities, and campaign metrics are always up-to-date and consistent across both platforms for accurate reporting and analysis.

How can I leverage data-driven insights for marketing optimization?

Leverage data-driven insights by analyzing performance metrics, tracking campaign effectiveness, and identifying growth opportunities within Whatagraph. Use actionable insights for targeted marketing optimization and informed decision-making.

What are the key benefits of leveraging the HubSpot Whatagraph Integration for reporting and analysis?

The key benefits include comprehensive reporting capabilities, automated report generation, data-driven insights, streamlined reporting processes, personalized reporting experiences, real-time data synchronization, enhanced efficiency, and overall improved reporting effectiveness and alignment.
The integration enhances reporting capabilities by providing comprehensive reporting features within HubSpot. Consolidate data from various sources, automate report generation, and access data-driven insights for informed decision-making.
Yes, you can. Utilize Whatagraph's automated report generation features to schedule regular reports, customize report templates, and share reports with stakeholders directly within HubSpot's CRM platform for streamlined reporting processes.
Absolutely. Harness the power of data-driven insights with Whatagraph integration. Analyze performance metrics, track campaign effectiveness, and identify growth opportunities, all from within HubSpot's centralized reporting environment.
You can track lead generation activities by utilizing triggers from HubSpot events such as new contact creation and form submissions. Capture contact data, update lead lists, and analyze lead acquisition within Whatagraph for comprehensive lead generation reporting and analysis.
Yes, they are. Capture deal data, track deal progression, and analyze sales performance within Whatagraph for insightful pipeline reporting and forecasting, ensuring alignment between sales activities and reporting metrics.
Yes, you can. Track email campaign metrics, form submission data, and workflow outcomes within Whatagraph for targeted marketing reporting and optimization, enabling data-driven marketing insights and decision-making.
Yes, there are. Utilize Whatagraph's customizable reporting templates to create tailored reports, adjust report parameters, and visualize key metrics within HubSpot for personalized reporting experiences and enhanced data visualization.
Yes, it does. The integration supports real-time data synchronization, ensuring that contact records, deal activities, and campaign metrics are always up-to-date and consistent across both platforms for accurate reporting and analysis.
Leverage data-driven insights by analyzing performance metrics, tracking campaign effectiveness, and identifying growth opportunities within Whatagraph. Use actionable insights for targeted marketing optimization and informed decision-making.
The key benefits include comprehensive reporting capabilities, automated report generation, data-driven insights, streamlined reporting processes, personalized reporting experiences, real-time data synchronization, enhanced efficiency, and overall improved reporting effectiveness and alignment.

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