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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.
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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.