HubSpot + Keeper

Create new Keeper clients from updated HubSpot deal stages

Streamline your customer management process with this HubSpot to Keeper workflow. When you progress to a new deal stage in HubSpot, a corresponding client record is instantly generated in Keeper, offering a seamless organization and easy access to your updated customer details. Benefit from an efficient way to ensure your customer records are always up-to-date.

Streamline your customer management process with this HubSpot to Keeper workflow. When you progress to a new deal stage in HubSpot, a corresponding client record is instantly generated in Keeper, offering a seamless organization and easy access to your updated customer details. Benefit from an efficient way to ensure your customer records are always up-to-date.

  1. When this happens...
    HubSpotHubSpot
    Updated Deal Stage

    Triggers when a deal enters a specified stage.

    TriggerScheduled
  2. automatically do this!
    KeeperKeeper
    Create Client

    Creates a new client in Keeper.

    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 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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About Keeper

Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.
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