Dovetail + HubSpot

Create Dovetail notes for new HubSpot engagements

Boost your customer engagement tracking by connecting HubSpot and Dovetail with this seamless workflow. With every new engagement in HubSpot, a note will be created in Dovetail, making it easy to keep all your data up-to-date and accessible in one place. Stay organized and improve your customer relationship management with this simple yet powerful automation.

Boost your customer engagement tracking by connecting HubSpot and Dovetail with this seamless workflow. With every new engagement in HubSpot, a note will be created in Dovetail, making it easy to keep all your data up-to-date and accessible in one place. Stay organized and improve your customer relationship management with this simple yet powerful automation.

  1. When this happens...
    HubSpotHubSpot
    New Engagement

    Triggers when new engagement created.

    TriggerScheduled
  2. automatically do this!
    DovetailDovetail
    Create Note

    Creates a new note in a Dovetail project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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 NameRequired

    Trigger
    Instant
    Try It
    • 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
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About Dovetail

Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn more

Related categories

  • Project Management
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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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