Autotask + HubSpot

Create deals in HubSpot for new opportunities in Autotask

This workflow aids in efficiently managing new opportunities in Autotask by creating a corresponding deal in HubSpot. It utilizes an event in Autotask to initiate a task in HubSpot, streamlining your sales process and ensuring every lead is promptly addressed. Enhance your productivity and never miss an opportunity with this automated process.

This workflow aids in efficiently managing new opportunities in Autotask by creating a corresponding deal in HubSpot. It utilizes an event in Autotask to initiate a task in HubSpot, streamlining your sales process and ensuring every lead is promptly addressed. Enhance your productivity and never miss an opportunity with this automated process.

  1. When this happens...
    AutotaskAutotask
    New Opportunity

    Triggers when a new opportunity is found.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create Deal

    Creates a Deal in HubSpot.

    ActionWrite
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Supported triggers and actions

autotask logo
autotask logo

About Autotask

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

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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