Integrate Autotask with HubSpot to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Autotask with HubSpot - no code necessary. See how you can get setup in minutes.

Select a trigger from Autotask

A trigger is an event that starts your Zap and runs the workflow. For example, with Autotask, a trigger could be "New Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Autotask to HubSpot

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Autotask to HubSpot with a Zapier template.

Our most popular template

Create Autotask companies for new HubSpot companies
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HubSpot + Autotask
Create HubSpot contacts from new Autotask contacts for seamless organization
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Autotask + HubSpot
Create opportunities in Autotask for new contacts in HubSpot
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HubSpot + Autotask
Create opportunities in Autotask for new or updated HubSpot companies
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HubSpot + Autotask
Create new Autotask companies for updated HubSpot contacts
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HubSpot + Autotask
Create and update Autotask companies when new HubSpot companies are added
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HubSpot + Autotask

Create Autotask companies for new HubSpot companies

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HubSpot + Autotask

Create HubSpot contacts from new Autotask contacts for seamless organization

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Autotask + HubSpot

Create opportunities in Autotask for new contacts in HubSpot

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HubSpot + Autotask

Create opportunities in Autotask for new or updated HubSpot companies

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HubSpot + Autotask

Create new Autotask companies for updated HubSpot contacts

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HubSpot + Autotask

Create and update Autotask companies when new HubSpot companies are added

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HubSpot + Autotask

Create new Autotask contacts from newly added HubSpot contacts
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HubSpot + Autotask
Create Autotask companies from newly created or updated HubSpot companies
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HubSpot + Autotask

Make work flow with AI

Level up your Autotask to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Autotask + HubSpot integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and HubSpot

What is needed to set up an integration between Autotask and HubSpot?

To set up an integration between Autotask and HubSpot, you'll need to have active accounts on both platforms with the appropriate permissions. Our system allows you to connect the two by authenticating your credentials and setting specific triggers and actions, such as creating or updating contacts in HubSpot when there's a new ticket in Autotask.

Can I create a deal in HubSpot when an opportunity is created in Autotask?

Yes, you can configure a trigger-action pair where the creation of an opportunity in Autotask automatically creates a corresponding deal in HubSpot. You'll need to customize this trigger-action configuration according to your workflow requirements.

How often does data sync between Autotask and HubSpot?

The frequency of data synchronization between Autotask and HubSpot depends on how you configure the integration. Triggers can be set for real-time updates or scheduled at specific intervals, ensuring your data stays up-to-date as per your integration needs.

Is it possible to update a contact in HubSpot when their information changes in Autotask?

Absolutely. By setting the appropriate trigger-action rule, changes made to contact information in Autotask can automatically update the corresponding contact details within HubSpot without manual intervention.

What types of fields can be mapped between Autotask and HubSpot?

We support mapping of standard fields such as name, email, company details, phone number, address, etc., as well as custom fields that you have set up within both Autotask and HubSpot. This flexibility ensures that all relevant data transfers correctly during integration events.

Are there any limitations on triggers or actions when integrating these two platforms?

While most standard triggers and actions are supported when integrating with our service, some custom operations may require additional configurations or might not be directly supported. Reviewing our documentation will help identify any such limitations specific to your use case.

How do I troubleshoot if my integration isn't working as expected?

If you're facing issues with your integration, start by checking the configuration for correct trigger-action setups. Ensure that both platforms are properly authenticated. It might also help to review error logs available in our system for diagnostics or consult our support FAQ section for common troubleshooting steps.

Connect Autotask and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

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Connect Autotask and HubSpot to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
Try It

New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It

- Help_text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
Action
Write
- Company
Action
Write
- Opportunity
Action
Write
- Task
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- Contract ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- Quote
  Required
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Scheduled
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Body
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Email Address
Action
Write
- Contract ID
- Note
- Additional properties to retrieve
Action
Write
- Contract ID
- Note
- Additional properties to retrieve
Action
Write
- Contract ID
- Note
- Additional properties to retrieve
Action
Write
- Contract ID
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Article State
  Required
- Blog Post URL
  Required
- Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email Address
Action
Write
- Note
- Note
- Email Address
Action
Write
- Note
- Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Scheduled
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
Action
Write
- Project
  Required
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Contract ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company
Action
Search or write
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Event Type
Trigger
Scheduled
Try It
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Contract ID
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Contract ID
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Email Address
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Learn how to automate Autotask on the Zapier blog

Learn how to automate HubSpot on the Zapier blog

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

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CRM (Customer Relationship Management)

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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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Integrate Autotask with HubSpot to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.