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How Zapier works

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

Select a trigger from Filevine

A trigger is an event that starts your Zap and runs the workflow. For example, with Filevine, a trigger could be "New Event."
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 Filevine to HubSpot

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Filevine to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Filevine + HubSpot integrations

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

Can I automatically create a contact in Filevine when a new contact is added in HubSpot?

Yes, you can set up a workflow that triggers when a new contact is added in HubSpot. This trigger will create a corresponding contact in Filevine, ensuring that your contact lists are always synchronized.

How can I update a Filevine project when a deal reaches a certain stage in HubSpot?

You can configure an action to update specific fields of a project in Filevine when a deal reaches your chosen stage in HubSpot. This involves setting the appropriate trigger conditions and mapping the fields accordingly.

Is it possible to automate task creation in Filevine based on emails received in HubSpot?

Indeed, you can automate task creation by setting an email-related trigger in HubSpot that leads to the action of creating tasks within Filevine. You can specify conditions like sender or subject to tailor this automation.

How do we ensure data security and integrity during integration between Filevine and HubSpot?

We use secure authentication methods and stringent data transfer protocols to maintain data security and integrity. Additionally, our integration logs all changes to help you track any modifications made during automated workflows.

Can I synchronize notes between HubSpot and Filevine?

While direct synchronization of notes isn't available as a standard feature, you can export notes from HubSpot as part of an action that updates corresponding information within your projects or contacts in Filevine.

What should we do if an integration fails due to connection issues?

First, check your API keys and ensure both platforms are properly connected. Our system provides error messages which guide troubleshooting. If problems persist, consider reaching out for support with detailed error logs for resolution.

Are there limitations on the number of records that can be processed during integration?

There might be limits based on the API constraints of both platforms. It's advisable to consult each platform's documentation on request limits per minute or day to avoid interruptions due to exceeding these thresholds.

Connect Filevine 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Event
      Required
    • Load additional data?
    Trigger
    Instant
    Try It
    • FirstName
      Required
    • LastName
    • Phone Numbers
    • Email Addresses
    • Address line 1
    • Address line 2
    • City
    • State
    • Zip code
    • Label
    • Contact Types
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project Type
      Required
    • ProjectName
      Required
    • Contact
      Required
    • IncidentDate
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    • Collection
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write
    • Project
      Required
    • Project Type
      Required
    Action
    Write

Learn how to automate HubSpot on the Zapier blog

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About Filevine
Filevine is a modern case management system for law firms.
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Related categories
Project 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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Marketing Automation
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