Integrate HubSpot with Sunsama to automate your work

Google Logo Start with Google for free
SunsamaSunsama
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate HubSpot with Sunsama - 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 Sunsama

An action is what takes place after the automation is triggered. For example, with Sunsama, the action could be "Create Task."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HubSpot to Sunsama

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

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 HubSpot to Sunsama integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about HubSpot + Sunsama integrations

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

How do I connect HubSpot with Sunsama via Zapier?

To connect HubSpot with Sunsama, you need to use Zapier as the intermediary platform. First, create a new Zap and select HubSpot as the trigger app. Choose a specific trigger event such as 'New Contact' or 'Contact Property Change'. Then, set Sunsama as the action app and select an appropriate action like 'Create Task'. Follow the authentication steps for both apps to complete the connection.

Can I automate task creation in Sunsama based on new contacts in HubSpot?

Yes, you can automate task creation in Sunsama when a new contact is added in HubSpot. Set up a Zap with HubSpot's 'New Contact' trigger, and then add an action to create a task in Sunsama. Customize the task details such as title, due date, and description based on information from the new contact.

Is it possible to update tasks in Sunsama automatically whenever there is a property change in HubSpot contacts?

Absolutely! You can set up a workflow where any changes to contact properties in HubSpot trigger an update to existing tasks in Sunsama. Use the 'Contact Property Change' trigger from HubSpot and configure an action to update tasks accordingly in your Sunsama workspace.

What kind of data can be sent from HubSpot to Sunsama during integrations?

Data such as contact details (name, email), deal specifics (amount, close date), and engagement notes from HubSpot can be sent over to Sunsama. This information can populate fields when creating or updating tasks within your Sunsama boards.

Will I need technical skills to integrate these two platforms using Zapier?

You don't need extensive technical skills to integrate HubSpot and Sunsama through Zapier. The process involves selecting triggers and actions from drop-down menus and mapping fields between both apps visually through Zapier's interface.

How often do triggers update or sync between HubSpot and Sunsama?

Triggers between HubSpot and Sunsama typically sync every 15 minutes with a standard Zapier plan. However, premium plans offer faster polling intervals of about 5 minutes if more frequent updates are required for your workflows.

Are there limits on how much data can be transferred between these apps?

The main limitation on data transfer between HubSpot and Sunsama depends on your current Zapier plan. Each plan comes with its own task limit per month which governs how many times your integrations can run within that billing cycle.

Connect HubSpot and Sunsama 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.

Connect HubSpot and Sunsama to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
arrow pointing down
Start here
arrow pointing down
Choose an Action

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.

    • 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 Name
      Required
    Trigger
    Instant
    Try It

Learn how to automate HubSpot on the Zapier blog

Learn how to automate Sunsama on the Zapier blog

hubspot logo
hubspot logo
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp
Related categories
  • Marketing Automation
Similar apps
Inbound Now integrationsInbound Now integrations
  • Inbound Now
  • Marketing Automation, WordPress
  • Intercom
  • Customer Support
  • Zapier Interfaces
  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
    sunsama logo
    sunsama logo
    About Sunsama
    Sunsama organizes all your tasks, to-dos, and meetings day-by-day. Manage all the work you need to do today in one place.
    Learn moreHelp
    Related categories
    • Project Management

    Connect HubSpot to Sunsama on the world's largest no-code automation platform

    Google Logo Sign up with Google