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How Zapier works

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

Select a trigger from Float

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

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Float 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 Float + HubSpot integrations

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

How do I integrate Float with HubSpot using automation?

Integrating Float with HubSpot can be done via automation platforms like Zapier. You need to create 'Zaps' that link the two applications. Each Zap consists of a trigger and an action, where a change in one app (the trigger) causes an action in the other.

What are the common triggers available for the integration?

Common triggers for integrating Float with HubSpot include new contact creation, deal stage updates, or task completions in HubSpot. These triggers can initiate actions within Float like updating project timelines or allocating resources.

What actions can be performed in Float when integrating with HubSpot?

When integrating with HubSpot, actions in our platform may include creating new tasks, updating existing schedules, or adding notes to projects whenever there are specific updates in the HubSpot CRM system.

Is technical knowledge required to set up an integration between Float and HubSpot?

No significant technical knowledge is required to set up this integration. Our platform provides a straightforward interface where you can select triggers and actions without coding. However, understanding how both systems operate will enhance your setup process.

Can we customize data fields during the integration between Float and HubSpot?

Yes, during the setup of your automated workflows, you can customize which data fields are shared between Float and HubSpot. This allows you to tailor information transfer according to your business needs.

Are there any limitations on the number of Zaps we can create for integrating Float with HubSpot?

The number of Zaps you can create typically depends on your plan with an integration service provider like Zapier. There might be restrictions based on your subscription level concerning active Zaps or tasks per month.

What should I do if my integration stops working suddenly?

If your integration stops working unexpectedly, start by checking each Zap for connection issues or updates required on either platform's API settings. Also, ensure that all authentication details are correct and up-to-date.

Connect Float 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.

  • Float triggers, actions, and search
    New Department

    Triggers when a new department is added.

    Trigger
    Scheduled
    Try It
  • Float triggers, actions, and search
    New Person

    Triggers when a new person is added.

    Trigger
    Scheduled
    Try It
  • Float triggers, actions, and search
    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Person ID
    • Project ID
    Trigger
    Scheduled
    Try It

Learn how to automate Float on the Zapier blog

Learn how to automate HubSpot on the Zapier blog

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About Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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Related categories
  • Scheduling & Booking
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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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