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How Zapier works

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

Select a trigger from HubSpot

A trigger is an event that starts your Zap and runs the workflow. For example, with HubSpot, a trigger could be "New Company."
A trigger is the event that kicks off your automated workflow.

Setup an action from IRIS CRM

An action is what takes place after the automation is triggered. For example, with IRIS CRM, the action could be "Add Comment to Ticket."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HubSpot to IRIS CRM

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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

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Frequently Asked Questions about HubSpot + IRIS CRM integrations

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

How can I integrate HubSpot with IRIS CRM using your platform?

You can integrate HubSpot with IRIS CRM by setting up automated workflows that link specific triggers and actions within both systems. Our platform allows you to create Zaps where a new contact in HubSpot can automatically trigger the creation of a new lead in IRIS CRM.

What triggers are available for HubSpot when integrating with IRIS CRM?

Our platform provides various triggers for HubSpot, such as 'New Contact', 'New Deal', and 'Contact Property Change'. These can be used to initiate actions in IRIS CRM, like creating or updating leads.

What actions can be performed in IRIS CRM through the integration?

When integrating with IRIS CRM, you can automate tasks like creating new leads, updating existing lead details, or even adding notes to a lead. These actions can be driven by triggers from your connected apps like HubSpot.

Is it possible to update existing records in HubSpot from IRIS CRM automatically?

Yes, it's possible to update existing records in HubSpot based on changes or updates within IRIS CRM. By using our Zaps, any updated lead information in IRIS CRM can trigger an update to the corresponding contact properties in HubSpot.

Can I customize which fields are synced between HubSpot and IRIS CRM?

We offer customization options for field mapping between HubSpot and IRIS CRM. You can select specific fields that need synchronization according to your workflow needs during the setup of the Zap.

Are there any limitations on data volume when synchronizing between these two platforms?

There could be limitations on data volume based on your subscription plan with us. While setting up Zaps, you'll need to adhere to any task usage limits that apply based on these plans.

How do I troubleshoot if my integration between HubSpot and IRIS CRM isn't working as expected?

To troubleshoot integration issues, ensure all Zap configurations are correct, check if the correct fields are mapped properly, and verify that API permissions are correctly set. Our support team is also available for assistance if needed.

Connect HubSpot and IRIS CRM 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.

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    • Property Name
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    • Event Type
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Learn how to automate HubSpot on the Zapier blog

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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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    About IRIS CRM
    IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.
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