HubSpot + Salesforce
Create new Salesforce leads from updated deal stages in HubSpot
Maintain an efficient and streamlined deal pipeline with this workflow. Once the stage of a deal is updated in HubSpot, this update is reflected in Salesforce, ensuring continuous consistency of data across both platforms. This provides effective time management and confirms that no status changes on important prospects are overlooked. Enhance your sales process synchronization and productivity with this workflow.
Maintain an efficient and streamlined deal pipeline with this workflow. Once the stage of a deal is updated in HubSpot, this update is reflected in Salesforce, ensuring continuous consistency of data across both platforms. This provides effective time management and confirms that no status changes on important prospects are overlooked. Enhance your sales process synchronization and productivity with this workflow.
- When this happens...
Updated Deal StageTriggers when a deal enters a specified stage.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Related Zap Templates
- Add Salesforce leads from new HubSpot form submissions
- Create Salesforce leads from new contacts added to a list on HubSpot
- Create leads in Salesforce from new or updated contacts in HubSpot
- Create or updated HubSpot contacts from new leads on Salesforce
- Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot
- Update Salesforce records with new HubSpot form submissions
- Create Salesforce opportunities from new HubSpot contacts in lists
- Send text message alerts via Esendex when new Salesforce leads are added following new HubSpot form submissions
- Create Salesforce opportunities and send SMS alerts via Esendex with new contact property changes in HubSpot
- Create Salesforce Leads from New HubSpot Form Submissions
- Create Salesforce leads from new contacts in HubSpot lists
- Create HubSpot contacts for updated Salesforce records
- Create Salesforce leads from new HubSpot contacts
- Create new HubSpot contacts for updated Salesforce records
- Create Salesforce records for new HubSpot companies
- Create Salesforce records for new HubSpot deals to streamline data management
- Create HubSpot contacts from new Salesforce outbound messages
- Add new Salesforce records to HubSpot contact lists
- Create Salesforce contacts from new HubSpot form submissions
- Update Salesforce records when new HubSpot deals are created
- Create Salesforce leads from new HubSpot companies and add them to campaigns
- Add new HubSpot contacts to Salesforce campaigns
- Create Salesforce records for newly created or updated HubSpot contacts
- Add new HubSpot contacts to Salesforce campaigns
- Update Salesforce contacts with new HubSpot form submissions
- Create Salesforce records when new HubSpot contact properties change
- Update HubSpot contacts when new records are created in Salesforce
- Update HubSpot contacts when Salesforce records are updated
- Update Salesforce records when new or updated contacts are detected in HubSpot
- Create Salesforce contacts from new HubSpot contacts
- Create Salesforce records when new deals occur in HubSpot
- Update HubSpot contacts whenever Salesforce records are updated
- Create new HubSpot deals from new outbound Salesforce messages
- Update records in Salesforce when new contact property changes in HubSpot
- Update Salesforce records to automatically remove email subscriptions in HubSpot
- Create Salesforce records when HubSpot deal stages are updated
- Create new HubSpot companies from new Salesforce records
- Create Salesforce leads from updated HubSpot contact property changes
- Create Salesforce records from new HubSpot contacts
- Create Salesforce contacts from new HubSpot contacts in list
- Create new HubSpot companies from Salesforce outbound messages
- Create Salesforce records when new tickets emerge in HubSpot
- Create custom objects in HubSpot for every new record in Salesforce
- Create or update HubSpot contacts when new leads are added in Salesforce
- Update HubSpot contacts list with updated Salesforce records
- Update HubSpot deals when fields on Salesforce records are updated
- Update HubSpot contacts whenever fields on Salesforce records change
- Add new Salesforce leads to a HubSpot workflow as contacts
- Create new HubSpot contacts from newly added Salesforce contacts
- Create new Salesforce leads from new HubSpot form submissions
Related Zap Templates
- Add Salesforce leads from new HubSpot form submissions
- Create or updated HubSpot contacts from new leads on Salesforce
- Create Salesforce opportunities from new HubSpot contacts in lists
- Create Salesforce Leads from New HubSpot Form Submissions
- Create Salesforce leads from new HubSpot contacts
- Create Salesforce records for new HubSpot deals to streamline data management
- Create Salesforce contacts from new HubSpot form submissions
- Add new HubSpot contacts to Salesforce campaigns
- Update Salesforce contacts with new HubSpot form submissions
- Update HubSpot contacts when Salesforce records are updated
- Create Salesforce records when new deals occur in HubSpot
- Update records in Salesforce when new contact property changes in HubSpot
- Create new HubSpot companies from new Salesforce records
- Create Salesforce contacts from new HubSpot contacts in list
- Create custom objects in HubSpot for every new record in Salesforce
- Update HubSpot deals when fields on Salesforce records are updated
- Create new HubSpot contacts from newly added Salesforce contacts
- Create Salesforce leads from new contacts added to a list on HubSpot
- Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot
- Send text message alerts via Esendex when new Salesforce leads are added following new HubSpot form submissions
- Create Salesforce leads from new contacts in HubSpot lists
- Create new HubSpot contacts for updated Salesforce records
- Create HubSpot contacts from new Salesforce outbound messages
- Update Salesforce records when new HubSpot deals are created
- Create Salesforce records for newly created or updated HubSpot contacts
- Create Salesforce records when new HubSpot contact properties change
- Update Salesforce records when new or updated contacts are detected in HubSpot
- Update HubSpot contacts whenever Salesforce records are updated
- Update Salesforce records to automatically remove email subscriptions in HubSpot
- Create Salesforce leads from updated HubSpot contact property changes
- Create new HubSpot companies from Salesforce outbound messages
- Create or update HubSpot contacts when new leads are added in Salesforce
- Update HubSpot contacts whenever fields on Salesforce records change
- Create new Salesforce leads from new HubSpot form submissions
- Create leads in Salesforce from new or updated contacts in HubSpot
- Update Salesforce records with new HubSpot form submissions
- Create Salesforce opportunities and send SMS alerts via Esendex with new contact property changes in HubSpot
- Create HubSpot contacts for updated Salesforce records
- Create Salesforce records for new HubSpot companies
- Add new Salesforce records to HubSpot contact lists
- Create Salesforce leads from new HubSpot companies and add them to campaigns
- Add new HubSpot contacts to Salesforce campaigns
- Update HubSpot contacts when new records are created in Salesforce
- Create Salesforce contacts from new HubSpot contacts
- Create new HubSpot deals from new outbound Salesforce messages
- Create Salesforce records when HubSpot deal stages are updated
- Create Salesforce records from new HubSpot contacts
- Create Salesforce records when new tickets emerge in HubSpot
- Update HubSpot contacts list with updated Salesforce records
- Add new Salesforce leads to a HubSpot workflow as contacts