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Integrate Moxie with HubSpot to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Moxie

A trigger is an event that starts your Zap and runs the workflow. For example, with Moxie, a trigger could be "Agreement Sent."

A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Moxie to HubSpot

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Moxie to HubSpot with a Zapier template.

Our most popular template

Create new HubSpot contacts from new clients in Moxie
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Moxie + HubSpot
Create new Moxie clients from recently created or updated HubSpot contacts
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HubSpot + Moxie
Create new HubSpot contacts from completed Moxie forms
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Moxie + HubSpot
Create new Moxie clients from new HubSpot contacts instantly
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HubSpot + Moxie
Create new Moxie clients from new HubSpot form submissions
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HubSpot + Moxie
Schedule meetings in Moxie and create new contacts in HubSpot with each update
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Moxie + HubSpot

Create new HubSpot contacts from new clients in Moxie

Moxie + HubSpot

Create new Moxie clients from recently created or updated HubSpot contacts

HubSpot + Moxie

Create new HubSpot contacts from completed Moxie forms

Moxie + HubSpot

Create new Moxie clients from new HubSpot contacts instantly

HubSpot + Moxie

Create new Moxie clients from new HubSpot form submissions

HubSpot + Moxie

Schedule meetings in Moxie and create new contacts in HubSpot with each update

Moxie + HubSpot

Make work flow with AI

Level up your Moxie to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Moxie and HubSpot 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 Moxie and HubSpot 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

Start here

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.

Agreement Sent
Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Agreement Viewed
Triggers when a user views the proposal.
Trigger
Instant
Try It
Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
Try It
Task Created
Triggered when a Project Task is created
Trigger
Instant
Try It
Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
Try It

- Form ID
  Required
Trigger
Instant
Try It
Meeting Cancelled
Triggers when a meeting is cancelled
Trigger
Instant
Try It

Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
Try It
Opportunity Deleted
Triggered with a pipeline opportunity is deleted
Trigger
Instant
Try It
Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
Trigger
Instant
Try It
Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
Try It
Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
Try It
Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
Try It
Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
Try It
Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
Trigger
Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
Trigger
Instant
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- Client Name
- Project Name
  Required
- Deliverable Name
  Required
Action
Write
- Client id
  Required
- Due Date
- Amount
  Required
- Description
- Note
- Send to
Action
Write
- Event ID
- Start Time
  Required
- End Time
  Required
- Timezone
  Required
- Name
  Required
- Description
- Location
- Busy
  Required
- User Email
Action
Write
- Client Name
  Required
- Client Name
- Project Name
  Required
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User Email
- Ticket Number
  Required
- Private Comment
  Required
- Comment
  Required
Action
Write
- Event ID
Action
Write
- Form Name
  Required
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Note
Action
Write
- 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
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Scheduled
Try It
- Form
  Required
Trigger
Instant
Try It
- Contact List
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Channel
  Required
- Status
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
Trigger
Scheduled
Try It
- Type of Custom Object
  Required
Trigger
Instant
Try It
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Channel
  Required
- Message Content
  Required
- When
- Save as draft
Action
Write
- Note
- Note
- Name
  Required
- Company
- Contact
Action
Write
- Note
- Workflow Name
  Required
- Email
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URL
  Required
- Blog Author
  Required
- Article State
  Required
- Blog Post URL
  Required
- Client Name
  Required
- Blog Post Content
  Required
- Meta Description
  Required
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- Contact List
  Required
- Contact Email
  Required
- Halt my task if contact is already a member of the list
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- Email
Action
Write
- Note
- Note
- Email
Action
Write
- Note
- Client Name
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Name
  Required
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object Type
  Required
- Pipeline Id
  Required
- Stage Id
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom Object
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
Try It
Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
Try It
Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
Try It
Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
Try It
Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
Try It
Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
Try It
Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
Try It
Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
Try It
Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
Try It
Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
Try It
Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
Try It
Ticket Closed
Triggers and a support ticket is closed
Trigger
Instant
Try It
Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
Try It
Ticket Updated
Triggers when a support ticket is updated
Trigger
Instant
Try It
Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
Try It
- Invoice Number
  Required
- Client Name
- Payment date
  Required
- Amount
  Required
- Payment Type
- Reference Number
- Memo
Action
Write
- Client Name
  Required
- Record Type
  Required
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- Client Name
  Required
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Country
- Lead source
- Website
- Note
Action
Write
- Client Name
  Required
- Client Name
- Template Name
Action
Write
- User Email
- Ticket Type
  Required
- Subject
  Required
- Comment
  Required
- Due date
Action
Write
- Start Time
  Required
- End Time
  Required
- Client Name
- Project Name
  Required
- Deliverable Name
  Required
- Note
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Payment date
  Required
- Amount
  Required
- Currency
  Required
- Paid
  Required
- Reimbursable
  Required
- Markup Percentage
  Required
- Category
- Bill / Invoice Number
- Description
- Note
- Vendor Name
- Client Name
Action
Write
- Search Query
  Required
Action
Search
- 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
- Type
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Blog Url
  Required
- Article State
  Required
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property Name
  Required
- Properties to retrieve
Trigger
Scheduled
Try It
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Property Name
  Required
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Scheduled
Try It
- Note
- Client Name
  Required
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Type
- Assigned To
Action
Write
- Type of Custom Object
  Required
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom Object
  Required
Action
Write
- Note
Action
Write
- Company ID
  Required
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Email
- Event ID
  Required
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- Form
  Required
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom Object
  Required
Action
Write
- Folder
  Required
- Filename
  Required
- Access level
  Required
- File
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message Content
  Required
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom Object
  Required
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner email
  Required
- Search among deactivated owners
Action
Search
- Owner Id
  Required
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Client Name
  Required
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Name
  Required
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

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About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

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CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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Customer Support

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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