Autotask + HubSpot

Create opportunities in Autotask from new deals in HubSpot

Increase your efficiency with this time-saving workflow. When a new deal is added in HubSpot, a corresponding opportunity is instantly generated in Autotask. This process eliminates the need for data duplication and ensures all potential business ventures are quickly and effectively addressed.

Increase your efficiency with this time-saving workflow. When a new deal is added in HubSpot, a corresponding opportunity is instantly generated in Autotask. This process eliminates the need for data duplication and ensures all potential business ventures are quickly and effectively addressed.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    Triggers when a new Deal is created.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Opportunity

    Triggers when a new opportunity is found.

    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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