Integrate Clientjoy with HubSpot to automate your work
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How Zapier works
Zapier makes it easy to integrate Clientjoy with HubSpot - no code necessary. See how you can get setup in minutes.
Select a trigger from Clientjoy
Setup an action from HubSpot
That’s it! You just connected Clientjoy to HubSpot
Connect Clientjoy 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
Connect Clientjoy and HubSpot to unlock the power of automation
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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.
- WorkspaceRequired
- StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Lead Email (optional)
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Client's Title or Designation
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Lead Id (optional)
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Company
- Client's Title or Designation
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- Choose CurrencyRequired
- Deal Size
- Conversion Probablity (1-100)
- Client Website
- PrivacyRequired
- Last Contact Date
- Address
- City
- State
- Country
- Zip
- Choose Tags
- Internal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Field To Search ByRequired
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact ListRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ChannelRequired
- StageRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Contact ListRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- ChannelRequired
- Message ContentRequired
- When
- Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- NameRequired
- Client's Company
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Workflow NameRequired
- Lead Email (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Blog URLRequired
- Blog AuthorRequired
- State
- Blog Post URLRequired
- Activity Name
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Contact ListRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Lead Email (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Note
- Lead Email (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- WorkspaceRequired
- Lead Email (optional)
- Clientjoy ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose CurrencyRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- PrivacyRequired
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Customer IdRequired
- Activity Name
- Lead Email (optional)
- Client's Title or Designation
- Client's phone number
- Client's Company
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Choose Tags
- Internal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Field To Search ByRequired
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose CurrencyRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- PrivacyRequired
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Choose Activity TypeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Property NameRequired
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note
- Note
- Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Note
- Activity Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Halt task if any associations error occurred
- Choose Activity TypeRequired
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- Lead Email (optional)
- Event IDRequired
- Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Message ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Type of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Team member's email or Full nameRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Owner IdRequired
- Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note
- Activity Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- NameRequired
- Note
- Client's Company
- Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note
- Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found