Autotask HubSpot Integración mediante agentes de IA
Appy Pie Automate le permite integrar Autotask con HubSpot usando agentes de IA
- No se requiere tarjeta de crédito
- Prueba gratuita de 7 días
- Instalación rápida como un rayo
20 millones de horas hombre ahorradas
Plataforma de integración de aplicaciones galardonada
Simplifique la integración de Autotask HubSpot con una configuración perfecta
Configure fácilmente la integración de Autotask HubSpot sin codificación. Comience a automatizar sus flujos de trabajo e integre Autotask con HubSpot hoy mismo.
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Cuenta nueva
Se activa cada vez que se añade una nueva cuenta.
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Nuevo nombramiento
Se activa cada vez que se añade una nueva cita.
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Nuevo elemento de configuración
Se activa cuando se encuentra un nuevo elemento de configuración.
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Nuevo contrato
Se activa cuando se crea un nuevo contrato.
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Nuevas vacaciones
Se activa cada vez que se añade un nuevo día festivo.
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Nueva factura
Se activa cada vez que se añade una nueva factura.
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Nuevo artículo o servicio
Se activa cada vez que se añade un nuevo artículo/servicio.
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Nueva oportunidad
Se activa cada vez que se añade una nueva oportunidad.
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Nuevo proyecto
Se activa cuando se encuentra un nuevo proyecto.
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Nueva tarea
Se activa cuando se encuentra una nueva tarea.
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Nuevo billete
Se activa cuando se encuentra un nuevo billete.
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Nueva entrada de tiempo
Se activa cuando se encuentra una nueva entrada de tiempo.
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Nuevo Todos
Se activa cada vez que se añade una nueva cuenta todos.
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Contacto nuevo o actualizado
Se activa cada vez que se encuentra un contacto nuevo o actualizado.
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Nota de billete nueva o actualizada
Se activa cuando se actualiza o crea una nota de ticket.
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Llamada de servicio nueva o de instalación
Activar si se ha creado/configurado una llamada de servicio
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Cuenta actualizada
Se activa cuando se actualiza una cuenta.
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Tarea actualizada
Se activa cuando se encuentra una tarea actualizada.
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Billete actualizado
Se activa cuando se actualiza un ticket.
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Entrada de tiempo actualizada
Se activa cuando se actualiza una entrada de tiempo.
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Contacto creado o actualizado recientemente
Se activa cuando un contacto se ha creado o actualizado recientemente.
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Nueva empresa
Se activa cuando hay una nueva empresa disponible.
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Nuevo contacto
Se activa cuando hay un nuevo contacto disponible.
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Nuevo trato
Se activa cuando hay una nueva oferta disponible.
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New Deal en escena
Se activa cuando una operación entra en una operación especificada.
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Nuevo envío de formularios
Se activa cuando se envía un formulario.
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Nuevo producto
Se activa cuando hay un nuevo producto disponible.
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Empresa Actualizada
Se activa cuando una empresa de actualización está disponible
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Nuevo trato
Se activa cuando se crea una nueva operación.
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Crear una cuenta
Crea una cuenta.
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Crear cita
Crea una cita.
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Crear contacto
Crea un contacto.
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Crear oportunidades
Crea una oportunidad.
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Crear billete
Crea un ticket.
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Crear nota de billete
Crea una nota de ticket.
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Crear entrada de tiempos
Crea una entrada de tiempo.
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Crear tareas pendientes
Crea un ToDo.
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Oportunidad de actualización
Actualiza una oportunidad.
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Ticket de actualización
Actualiza un ticket.
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Añadir contacto a la lista
Añade un contacto a una lista estática específica. (Planes Marketing Hub Starter y superiores)
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Añadir archivo al contacto
Añade un archivo a un contacto específico.
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Acuerdo de asociación
Asocia el trato con dealId con el contacto.
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Crear Asociaciones
Crea asociaciones entre objetos
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Crear empresa
Crear una empresa en HubSpot
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Crear acuerdo
Crear un acuerdo en HubSpot
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Crear formulario de envío
Crea un nuevo envío para el formulario seleccionado.
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Crear línea de pedido
Crear un line_item en HubSpot
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Crear billete
Crear un Ticket en HubSpot
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Crear o actualizar un contacto
Crear o actualizar un contacto en HubSpot
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Actualizar empresa
Actualizar una empresa en HubSpot"
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Acuerdo de actualización
Actualizar un acuerdo en HubSpot
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Buscar y crear producto
Buscar producto y crearlo.
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Cuenta nueva
Se activa cada vez que se añade una nueva cuenta.
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Nuevo nombramiento
Se activa cada vez que se añade una nueva cita.
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Nuevo elemento de configuración
Se activa cuando se encuentra un nuevo elemento de configuración.
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Nuevo contrato
Se activa cuando se crea un nuevo contrato.
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Nuevas vacaciones
Se activa cada vez que se añade un nuevo día festivo.
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Nueva factura
Se activa cada vez que se añade una nueva factura.
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Nuevo artículo o servicio
Se activa cada vez que se añade un nuevo artículo/servicio.
-
Nueva oportunidad
Se activa cada vez que se añade una nueva oportunidad.
-
Nuevo proyecto
Se activa cuando se encuentra un nuevo proyecto.
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Nueva tarea
Se activa cuando se encuentra una nueva tarea.
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Nuevo billete
Se activa cuando se encuentra un nuevo billete.
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Nueva entrada de tiempo
Se activa cuando se encuentra una nueva entrada de tiempo.
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Nuevo Todos
Se activa cada vez que se añade una nueva cuenta todos.
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Contacto nuevo o actualizado
Se activa cada vez que se encuentra un contacto nuevo o actualizado.
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Nota de billete nueva o actualizada
Se activa cuando se actualiza o crea una nota de ticket.
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Llamada de servicio nueva o de instalación
Activar si se ha creado/configurado una llamada de servicio
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Cuenta actualizada
Se activa cuando se actualiza una cuenta.
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Tarea actualizada
Se activa cuando se encuentra una tarea actualizada.
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Billete actualizado
Se activa cuando se actualiza un ticket.
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Entrada de tiempo actualizada
Se activa cuando se actualiza una entrada de tiempo.
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Contacto creado o actualizado recientemente
Se activa cuando un contacto se ha creado o actualizado recientemente.
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Nueva empresa
Se activa cuando hay una nueva empresa disponible.
-
Nuevo contacto
Se activa cuando hay un nuevo contacto disponible.
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Nuevo trato
Se activa cuando hay una nueva oferta disponible.
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New Deal en escena
Se activa cuando una operación entra en una operación especificada.
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Nuevo envío de formularios
Se activa cuando se envía un formulario.
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Nuevo producto
Se activa cuando hay un nuevo producto disponible.
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Empresa Actualizada
Se activa cuando una empresa de actualización está disponible
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Nuevo trato
Se activa cuando se crea una nueva operación.
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Crear una cuenta
Crea una cuenta.
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Crear cita
Crea una cita.
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Crear contacto
Crea un contacto.
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Crear oportunidades
Crea una oportunidad.
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Crear billete
Crea un ticket.
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Crear nota de billete
Crea una nota de ticket.
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Crear entrada de tiempos
Crea una entrada de tiempo.
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Crear tareas pendientes
Crea un ToDo.
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Oportunidad de actualización
Actualiza una oportunidad.
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Ticket de actualización
Actualiza un ticket.
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Añadir contacto a la lista
Añade un contacto a una lista estática específica. (Planes Marketing Hub Starter y superiores)
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Añadir archivo al contacto
Añade un archivo a un contacto específico.
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Acuerdo de asociación
Asocia el trato con dealId con el contacto.
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Crear Asociaciones
Crea asociaciones entre objetos
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Crear empresa
Crear una empresa en HubSpot
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Crear acuerdo
Crear un acuerdo en HubSpot
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Crear formulario de envío
Crea un nuevo envío para el formulario seleccionado.
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Crear línea de pedido
Crear un line_item en HubSpot
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Crear billete
Crear un Ticket en HubSpot
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Crear o actualizar un contacto
Crear o actualizar un contacto en HubSpot
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Actualizar empresa
Actualizar una empresa en HubSpot"
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Acuerdo de actualización
Actualizar un acuerdo en HubSpot
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Buscar y crear producto
Buscar producto y crearlo.
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Cómo funcionan las integraciones Autotask y HubSpot
Siga los pasos a continuación para comenzar a configurar sus integraciones Autotask usando Appy Pie Automate: using Appy Pie Automate:
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![Pasos]()
Paso 1: Seleccionar disparador
Elija Autotask como la aplicación desencadenante, seleccione el evento, autentíquese y pruebe con éxito
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![Pasos]()
Paso 2: Seleccionar Acción
Después de completar la prueba de activación, seleccione HubSpot como la aplicación de acción de la lista.
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![Pasos]()
Paso 3: Autenticar
Conecte su cuenta HubSpot y autentíquela.
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![Pasos]()
Paso 4: Configuración y prueba
Selecciona los datos que deseas enviar de Autotask a HubSpot ¡y tu agente de IA estará listo!
Plantillas populares para la integración de Autotask y HubSpot
Descubra nuestras plantillas más populares, diseñadas para simplificar y optimizar sus procesos de automatización.
Add Contact to List in HubSpot when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Associate Deal
Create Company to HubSpot from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Company
Create Deal to HubSpot from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Deal
Create Form Submission to HubSpot from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Form Submission
Create Ticket to HubSpot from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Account in Autotask
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When this happens:
New Account
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Then do this:
Create/Update Contact
Update Company in HubSpot when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Update Company
Update Deal in HubSpot when New Account is created in Autotask
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When this happens:
New Account
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Then do this:
Update Deal
Add Contact to List in HubSpot when New Appointment is created in Autotask
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When this happens:
New Appointment
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Appointment is created in Autotask
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When this happens:
New Appointment
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Appointment is created in Autotask
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When this happens:
New Appointment
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Then do this:
Associate Deal
Create Company to HubSpot from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create Company
Create Deal to HubSpot from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create Deal
Create Form Submission to HubSpot from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create Form Submission
Create Ticket to HubSpot from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Appointment in Autotask
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When this happens:
New Appointment
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Then do this:
Create/Update Contact
Update Company in HubSpot when New Appointment is created in Autotask
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When this happens:
New Appointment
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Then do this:
Update Company
Update Deal in HubSpot when New Appointment is created in Autotask
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When this happens:
New Appointment
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Then do this:
Update Deal
Add Contact to List in HubSpot when New Configuration Item is created in Autotask
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When this happens:
New Configuration Item
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Configuration Item is created in Autotask
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When this happens:
New Configuration Item
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Configuration Item is created in Autotask
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When this happens:
New Configuration Item
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Then do this:
Associate Deal
Create Company to HubSpot from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create Company
Create Deal to HubSpot from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create Deal
Create Form Submission to HubSpot from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create Form Submission
Create Ticket to HubSpot from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Configuration Item in Autotask
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When this happens:
New Configuration Item
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Then do this:
Create/Update Contact
Update Company in HubSpot when New Configuration Item is created in Autotask
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When this happens:
New Configuration Item
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Then do this:
Update Company
Update Deal in HubSpot when New Configuration Item is created in Autotask
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When this happens:
New Configuration Item
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Then do this:
Update Deal
Add Contact to List in HubSpot when New Contract is created in Autotask
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When this happens:
New Contract
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Contract is created in Autotask
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When this happens:
New Contract
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Contract is created in Autotask
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When this happens:
New Contract
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Then do this:
Associate Deal
Create Company to HubSpot from New Contract in Autotask
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When this happens:
New Contract
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Then do this:
Create Company
Create Deal to HubSpot from New Contract in Autotask
-
When this happens:
New Contract
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Then do this:
Create Deal
Create Form Submission to HubSpot from New Contract in Autotask
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When this happens:
New Contract
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Then do this:
Create Form Submission
Create Ticket to HubSpot from New Contract in Autotask
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When this happens:
New Contract
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Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Contract in Autotask
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When this happens:
New Contract
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Then do this:
Create/Update Contact
Update Company in HubSpot when New Contract is created in Autotask
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When this happens:
New Contract
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Then do this:
Update Company
Update Deal in HubSpot when New Contract is created in Autotask
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When this happens:
New Contract
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Then do this:
Update Deal
Add Contact to List in HubSpot when New Holiday is created in Autotask
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When this happens:
New Holiday
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Holiday is created in Autotask
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When this happens:
New Holiday
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Holiday is created in Autotask
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When this happens:
New Holiday
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Then do this:
Associate Deal
Create Company to HubSpot from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create Company
Create Deal to HubSpot from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create Deal
Create Form Submission to HubSpot from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create Form Submission
Create Ticket to HubSpot from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Holiday in Autotask
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When this happens:
New Holiday
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Then do this:
Create/Update Contact
Update Company in HubSpot when New Holiday is created in Autotask
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When this happens:
New Holiday
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Then do this:
Update Company
Update Deal in HubSpot when New Holiday is created in Autotask
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When this happens:
New Holiday
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Then do this:
Update Deal
Add Contact to List in HubSpot when New Invoice is created in Autotask
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When this happens:
New Invoice
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Invoice is created in Autotask
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When this happens:
New Invoice
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Invoice is created in Autotask
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When this happens:
New Invoice
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Then do this:
Associate Deal
Create Company to HubSpot from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create Company
Create Deal to HubSpot from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create Deal
Create Form Submission to HubSpot from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create Form Submission
Create Ticket to HubSpot from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Invoice in Autotask
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When this happens:
New Invoice
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Then do this:
Create/Update Contact
Update Company in HubSpot when New Invoice is created in Autotask
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When this happens:
New Invoice
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Then do this:
Update Company
Update Deal in HubSpot when New Invoice is created in Autotask
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When this happens:
New Invoice
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Then do this:
Update Deal
Add Contact to List in HubSpot when New Item Or Service is created in Autotask
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When this happens:
New Item Or Service
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Item Or Service is created in Autotask
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When this happens:
New Item Or Service
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Item Or Service is created in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Associate Deal
Create Company to HubSpot from New Item Or Service in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Create Company
Create Deal to HubSpot from New Item Or Service in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Item Or Service in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Item Or Service in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Item Or Service in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Item Or Service is created in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Update Company
Update Deal in HubSpot when New Item Or Service is created in Autotask
-
When this happens:
New Item Or Service
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New Opportunity is created in Autotask
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When this happens:
New Opportunity
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Opportunity is created in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Opportunity is created in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Associate Deal
Create Company to HubSpot from New Opportunity in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Create Company
Create Deal to HubSpot from New Opportunity in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Opportunity in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Opportunity in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Opportunity in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Opportunity is created in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Update Company
Update Deal in HubSpot when New Opportunity is created in Autotask
-
When this happens:
New Opportunity
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New Project is created in Autotask
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When this happens:
New Project
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Project is created in Autotask
-
When this happens:
New Project
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Project is created in Autotask
-
When this happens:
New Project
-
Then do this:
Associate Deal
Create Company to HubSpot from New Project in Autotask
-
When this happens:
New Project
-
Then do this:
Create Company
Create Deal to HubSpot from New Project in Autotask
-
When this happens:
New Project
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Project in Autotask
-
When this happens:
New Project
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Project in Autotask
-
When this happens:
New Project
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Project in Autotask
-
When this happens:
New Project
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Project is created in Autotask
-
When this happens:
New Project
-
Then do this:
Update Company
Update Deal in HubSpot when New Project is created in Autotask
-
When this happens:
New Project
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New Task is created in Autotask
-
When this happens:
New Task
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Task is created in Autotask
-
When this happens:
New Task
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Task is created in Autotask
-
When this happens:
New Task
-
Then do this:
Associate Deal
Create Company to HubSpot from New Task in Autotask
-
When this happens:
New Task
-
Then do this:
Create Company
Create Deal to HubSpot from New Task in Autotask
-
When this happens:
New Task
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Task in Autotask
-
When this happens:
New Task
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Task in Autotask
-
When this happens:
New Task
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Task in Autotask
-
When this happens:
New Task
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Task is created in Autotask
-
When this happens:
New Task
-
Then do this:
Update Company
Update Deal in HubSpot when New Task is created in Autotask
-
When this happens:
New Task
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New Ticket is created in Autotask
-
When this happens:
New Ticket
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Ticket is created in Autotask
-
When this happens:
New Ticket
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Ticket is created in Autotask
-
When this happens:
New Ticket
-
Then do this:
Associate Deal
Create Company to HubSpot from New Ticket in Autotask
-
When this happens:
New Ticket
-
Then do this:
Create Company
Create Deal to HubSpot from New Ticket in Autotask
-
When this happens:
New Ticket
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Ticket in Autotask
-
When this happens:
New Ticket
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Ticket in Autotask
-
When this happens:
New Ticket
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Ticket in Autotask
-
When this happens:
New Ticket
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Ticket is created in Autotask
-
When this happens:
New Ticket
-
Then do this:
Update Company
Update Deal in HubSpot when New Ticket is created in Autotask
-
When this happens:
New Ticket
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New Time Entry is created in Autotask
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When this happens:
New Time Entry
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Time Entry is created in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Time Entry is created in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Associate Deal
Create Company to HubSpot from New Time Entry in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Create Company
Create Deal to HubSpot from New Time Entry in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Time Entry in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Time Entry in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Time Entry in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Time Entry is created in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Update Company
Update Deal in HubSpot when New Time Entry is created in Autotask
-
When this happens:
New Time Entry
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New Todos is created in Autotask
-
When this happens:
New Todos
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Todos is created in Autotask
-
When this happens:
New Todos
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New Todos is created in Autotask
-
When this happens:
New Todos
-
Then do this:
Associate Deal
Create Company to HubSpot from New Todos in Autotask
-
When this happens:
New Todos
-
Then do this:
Create Company
Create Deal to HubSpot from New Todos in Autotask
-
When this happens:
New Todos
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New Todos in Autotask
-
When this happens:
New Todos
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New Todos in Autotask
-
When this happens:
New Todos
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New Todos in Autotask
-
When this happens:
New Todos
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Todos is created in Autotask
-
When this happens:
New Todos
-
Then do this:
Update Company
Update Deal in HubSpot when New Todos is created in Autotask
-
When this happens:
New Todos
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New or Updated Contact is created in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when New or Updated Contact is created in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New or Updated Contact is created in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Associate Deal
Create Company to HubSpot from New or Updated Contact in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Create Company
Create Deal to HubSpot from New or Updated Contact in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New or Updated Contact in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New or Updated Contact in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New or Updated Contact in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New or Updated Contact is created in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Update Company
Update Deal in HubSpot when New or Updated Contact is created in Autotask
-
When this happens:
New or Updated Contact
-
Then do this:
Update Deal
Add Contact to List in HubSpot when New or Updated Ticket Note is created in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when New or Updated Ticket Note is created in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when New or Updated Ticket Note is created in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Associate Deal
Create Company to HubSpot from New or Updated Ticket Note in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Create Company
Create Deal to HubSpot from New or Updated Ticket Note in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Create Deal
Create Form Submission to HubSpot from New or Updated Ticket Note in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Create Form Submission
Create Ticket to HubSpot from New or Updated Ticket Note in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Create Ticket
Create/Update Contact to HubSpot from New or Updated Ticket Note in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New or Updated Ticket Note is created in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Update Company
Update Deal in HubSpot when New or Updated Ticket Note is created in Autotask
-
When this happens:
New or Updated Ticket Note
-
Then do this:
Update Deal
Add Contact to List in HubSpot when Service Call is added to Autotask
-
When this happens:
Service Call
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when Service Call is added to Autotask
-
When this happens:
Service Call
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when Service Call is added to Autotask
-
When this happens:
Service Call
-
Then do this:
Associate Deal
Create Company from HubSpot from Service Call to Autotask
-
When this happens:
Service Call
-
Then do this:
Create Company
Create Deal from HubSpot from Service Call to Autotask
-
When this happens:
Service Call
-
Then do this:
Create Deal
Create Form Submission from HubSpot from Service Call to Autotask
-
When this happens:
Service Call
-
Then do this:
Create Form Submission
Create Ticket from HubSpot from Service Call to Autotask
-
When this happens:
Service Call
-
Then do this:
Create Ticket
Create/Update Contact from HubSpot from Service Call to Autotask
-
When this happens:
Service Call
-
Then do this:
Create/Update Contact
Update Company in HubSpot when Service Call is added to Autotask
-
When this happens:
Service Call
-
Then do this:
Update Company
Update Deal in HubSpot when Service Call is added to Autotask
-
When this happens:
Service Call
-
Then do this:
Update Deal
Add Contact to List in HubSpot when Updated Account is added to Autotask
-
When this happens:
Updated Account
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when Updated Account is added to Autotask
-
When this happens:
Updated Account
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when Updated Account is added to Autotask
-
When this happens:
Updated Account
-
Then do this:
Associate Deal
Create Company from HubSpot from Updated Account to Autotask
-
When this happens:
Updated Account
-
Then do this:
Create Company
Create Deal from HubSpot from Updated Account to Autotask
-
When this happens:
Updated Account
-
Then do this:
Create Deal
Create Form Submission from HubSpot from Updated Account to Autotask
-
When this happens:
Updated Account
-
Then do this:
Create Form Submission
Create Ticket from HubSpot from Updated Account to Autotask
-
When this happens:
Updated Account
-
Then do this:
Create Ticket
Create/Update Contact from HubSpot from Updated Account to Autotask
-
When this happens:
Updated Account
-
Then do this:
Create/Update Contact
Update Company in HubSpot when Updated Account is added to Autotask
-
When this happens:
Updated Account
-
Then do this:
Update Company
Update Deal in HubSpot when Updated Account is added to Autotask
-
When this happens:
Updated Account
-
Then do this:
Update Deal
Add Contact to List in HubSpot when Updated Task is added to Autotask
-
When this happens:
Updated Task
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when Updated Task is added to Autotask
-
When this happens:
Updated Task
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when Updated Task is added to Autotask
-
When this happens:
Updated Task
-
Then do this:
Associate Deal
Create Company from HubSpot from Updated Task to Autotask
-
When this happens:
Updated Task
-
Then do this:
Create Company
Create Deal from HubSpot from Updated Task to Autotask
-
When this happens:
Updated Task
-
Then do this:
Create Deal
Create Form Submission from HubSpot from Updated Task to Autotask
-
When this happens:
Updated Task
-
Then do this:
Create Form Submission
Create Ticket from HubSpot from Updated Task to Autotask
-
When this happens:
Updated Task
-
Then do this:
Create Ticket
Create/Update Contact from HubSpot from Updated Task to Autotask
-
When this happens:
Updated Task
-
Then do this:
Create/Update Contact
Update Company in HubSpot when Updated Task is added to Autotask
-
When this happens:
Updated Task
-
Then do this:
Update Company
Update Deal in HubSpot when Updated Task is added to Autotask
-
When this happens:
Updated Task
-
Then do this:
Update Deal
Add Contact to List in HubSpot when Updated Ticket is added to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when Updated Ticket is added to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when Updated Ticket is added to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Associate Deal
Create Company from HubSpot from Updated Ticket to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Create Company
Create Deal from HubSpot from Updated Ticket to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Create Deal
Create Form Submission from HubSpot from Updated Ticket to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Create Form Submission
Create Ticket from HubSpot from Updated Ticket to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Create Ticket
Create/Update Contact from HubSpot from Updated Ticket to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Create/Update Contact
Update Company in HubSpot when Updated Ticket is added to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Update Company
Update Deal in HubSpot when Updated Ticket is added to Autotask
-
When this happens:
Updated Ticket
-
Then do this:
Update Deal
Add Contact to List in HubSpot when Updated Time Entry is added to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Add Contact to List
Add File to Contact in HubSpot when Updated Time Entry is added to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Add File to Contact
Associate Deal in HubSpot when Updated Time Entry is added to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Associate Deal
Create Company from HubSpot from Updated Time Entry to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Create Company
Create Deal from HubSpot from Updated Time Entry to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Create Deal
Create Form Submission from HubSpot from Updated Time Entry to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Create Form Submission
Create Ticket from HubSpot from Updated Time Entry to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Create Ticket
Create/Update Contact from HubSpot from Updated Time Entry to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Create/Update Contact
Update Company in HubSpot when Updated Time Entry is added to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Update Company
Update Deal in HubSpot when Updated Time Entry is added to Autotask
-
When this happens:
Updated Time Entry
-
Then do this:
Update Deal
Optimice su flujo de trabajo con la automatización de Appy Pie
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Preguntas frecuentes
-
Autotask proporciona una herramienta de gestión empresarial de TI que combina RMM, service desk, CRM, proyectos, tiempo, facturación, informes y mucho más. Tiene la capacidad de integrar todas las funciones que pueda necesitar para satisfacer sus requisitos empresariales específicos.
-
HubSpot sirve como una solución CRM integral, que combina a la perfección funcionalidades de marketing, ventas y servicio al cliente. Permite a las empresas optimizar tareas como marketing por correo electrónico, gestión de redes sociales, generación de leads, automatización de ventas y atención al cliente, impulsando la eficiencia operativa y mejorando las relaciones con los clientes.
-
The integration between Autotask and HubSpot is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Autotask and HubSpot. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
While assessing the security of integrating Autotask with HubSpot, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Autotask-HubSpot integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Autotask and HubSpot integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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