HubSpot + Sunsama

Create tasks in Sunsama for new deals in HubSpot

When a new deal comes through in HubSpot, it's important to keep your projects up-to-date swiftly. With this automation, for every fresh deal in HubSpot, a corresponding task is immediately generated in Sunsama. This workflow gives you a seamless way to manage deals, maximizing productivity by ensuring every deal receives appropriate and timely attention.

When a new deal comes through in HubSpot, it's important to keep your projects up-to-date swiftly. With this automation, for every fresh deal in HubSpot, a corresponding task is immediately generated in Sunsama. This workflow gives you a seamless way to manage deals, maximizing productivity by ensuring every deal receives appropriate and timely attention.

  1. When this happens...
    HubSpotHubSpot
    New Deal

    New Deal Deprecated, please switch to "New Deal" for the most reliable experience with your Zap.

    TriggerScheduled
  2. automatically do this!
    SunsamaSunsama
    Create Task

    Creates a new task in Sunsama.

    ActionWrite
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Supported triggers and actions

    • 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.
Learn more

Related categories

  • Marketing Automation

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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 more

Related categories

  • Project Management