Integração Autotask HubSpot usando agentes de IA
O Appy Pie Automate permite que você integre Autotask com HubSpot usando agentes de IA
- Não é necessário cartão de crédito
- 7 dias de teste gratuito
- Configuração rápida de relâmpagos
Simplifique a integração Autotask HubSpot com configuração perfeita
Configure facilmente a integração Autotask HubSpot sem codificação. Comece a automatizar seus fluxos de trabalho e integre o Autotask com o HubSpot hoje mesmo.
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Nova conta
Acciona sempre que uma nova conta é adicionada.
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Nova Nomeação
Acciona sempre que é acrescentada uma nova nomeação.
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Novo item de configuração
Acciona quando é encontrado um novo Item de Configuração.
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Novo Contrato
Acciona quando é criado um novo contrato.
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Novas férias
Acciona sempre que é acrescentado um novo feriado.
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Nova Factura
Acciona sempre que é adicionada uma nova factura.
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Novo artigo ou serviço
Acciona sempre que um novo item/serviço é adicionado.
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Nova oportunidade
Acciona sempre que uma nova oportunidade é acrescentada.
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Novo Projecto
Acciona quando um novo Projecto é encontrado.
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Nova Tarefa
Acciona quando uma nova Tarefa é encontrada.
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Novo bilhete
Acciona quando um novo bilhete é encontrado.
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Novo registo de tempo
Acciona quando é encontrado um novo registo de tempo.
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Novos Todos
Acciona sempre que uma nova conta é adicionada a todos.
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Contacto Novo ou Actualizado
Acciona sempre que é encontrado um contacto novo ou actualizado.
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Nota de Bilhete Nova ou Actualizada
Acciona quando uma nota de bilhete é actualizada ou criada.
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Chamada de serviço nova ou de configuração
Accionar se uma chamada de serviço foi criada/configurada
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Conta Actualizada
Acciona quando uma conta é actualizada.
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Tarefa Actualizada
Acciona quando é encontrada uma tarefa actualizada.
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Bilhete Actualizado
Acciona quando um bilhete é actualizado.
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Entrada de Tempo Actualizada
Acciona quando um registo de tempo é actualizado.
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Contacto Recentemente Criado ou Actualizado
Acciona quando um contacto recentemente criado ou actualizado.
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Nova Empresa
Acciona quando uma nova empresa está disponível.
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Novo Contacto
Acciona quando um novo contacto está disponível.
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New Deal
Acciona quando um novo negócio está disponível.
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New Deal in Stage
Acciona quando um negócio entra num negócio especificado.
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Novo formulário de submissão
Acciona quando um formulário é submetido.
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Novo produto
Acciona quando um novo produto está disponível.
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Empresa atualizada
Aciona quando uma empresa de atualização está disponível
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New Deal
Acciona quando é criado um novo negócio.
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Criar conta
Cria uma conta.
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Criar Nomeação
Cria um compromisso.
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Criar Contacto
Cria um contacto.
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Criar Oportunidade
Cria uma oportunidade.
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Criar bilhete
Cria um bilhete.
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Criar Nota de Bilhete
Cria uma nota de bilhete.
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Criar Entrada de Tempo
Cria uma Entrada de Tempo.
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Criar o que fazer
Cria uma Obra a Fazer.
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Oportunidade de actualização
Actualiza uma oportunidade.
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Actualização do bilhete
Actualiza um bilhete.
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Adicionar Contacto à Lista
Adiciona um contacto a uma lista estática específica. (Planos de arranque do Centro de Marketing e superiores)
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Adicionar Ficheiro ao Contacto
Acrescenta um ficheiro a um contacto específico.
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Acordo de associação
Associar o negócio com o negócioId com o contacto.
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Criar Associações
Cria associações entre objetos
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Criar empresa
Criar uma Empresa no HubSpot
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Criar acordo
Criar um acordo no HubSpot
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Criar envio de formulário
Cria uma nova Submissão para um formulário seleccionado.
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Criar item de linha
Crie um item_de_linha no HubSpot
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Criar bilhete
Criar um bilhete no HubSpot
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Criar ou Actualizar Contacto
Criar ou Actualizar um contacto no HubSpot
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Empresa de Actualização
Actualizar uma empresa no HubSpot"
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Acordo de actualização
Actualização de um negócio no HubSpot
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Encontre e crie produto
Pesquise o produto e crie-o.
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Nova conta
Acciona sempre que uma nova conta é adicionada.
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Nova Nomeação
Acciona sempre que é acrescentada uma nova nomeação.
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Novo item de configuração
Acciona quando é encontrado um novo Item de Configuração.
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Novo Contrato
Acciona quando é criado um novo contrato.
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Novas férias
Acciona sempre que é acrescentado um novo feriado.
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Nova Factura
Acciona sempre que é adicionada uma nova factura.
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Novo artigo ou serviço
Acciona sempre que um novo item/serviço é adicionado.
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Nova oportunidade
Acciona sempre que uma nova oportunidade é acrescentada.
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Novo Projecto
Acciona quando um novo Projecto é encontrado.
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Nova Tarefa
Acciona quando uma nova Tarefa é encontrada.
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Novo bilhete
Acciona quando um novo bilhete é encontrado.
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Novo registo de tempo
Acciona quando é encontrado um novo registo de tempo.
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Novos Todos
Acciona sempre que uma nova conta é adicionada a todos.
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Contacto Novo ou Actualizado
Acciona sempre que é encontrado um contacto novo ou actualizado.
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Nota de Bilhete Nova ou Actualizada
Acciona quando uma nota de bilhete é actualizada ou criada.
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Chamada de serviço nova ou de configuração
Accionar se uma chamada de serviço foi criada/configurada
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Conta Actualizada
Acciona quando uma conta é actualizada.
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Tarefa Actualizada
Acciona quando é encontrada uma tarefa actualizada.
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Bilhete Actualizado
Acciona quando um bilhete é actualizado.
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Entrada de Tempo Actualizada
Acciona quando um registo de tempo é actualizado.
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Contacto Recentemente Criado ou Actualizado
Acciona quando um contacto recentemente criado ou actualizado.
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Nova Empresa
Acciona quando uma nova empresa está disponível.
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Novo Contacto
Acciona quando um novo contacto está disponível.
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New Deal
Acciona quando um novo negócio está disponível.
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New Deal in Stage
Acciona quando um negócio entra num negócio especificado.
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Novo formulário de submissão
Acciona quando um formulário é submetido.
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Novo produto
Acciona quando um novo produto está disponível.
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Empresa atualizada
Aciona quando uma empresa de atualização está disponível
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New Deal
Acciona quando é criado um novo negócio.
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Criar conta
Cria uma conta.
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Criar Nomeação
Cria um compromisso.
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Criar Contacto
Cria um contacto.
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Criar Oportunidade
Cria uma oportunidade.
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Criar bilhete
Cria um bilhete.
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Criar Nota de Bilhete
Cria uma nota de bilhete.
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Criar Entrada de Tempo
Cria uma Entrada de Tempo.
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Criar o que fazer
Cria uma Obra a Fazer.
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Oportunidade de actualização
Actualiza uma oportunidade.
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Actualização do bilhete
Actualiza um bilhete.
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Adicionar Contacto à Lista
Adiciona um contacto a uma lista estática específica. (Planos de arranque do Centro de Marketing e superiores)
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Adicionar Ficheiro ao Contacto
Acrescenta um ficheiro a um contacto específico.
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Acordo de associação
Associar o negócio com o negócioId com o contacto.
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Criar Associações
Cria associações entre objetos
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Criar empresa
Criar uma Empresa no HubSpot
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Criar acordo
Criar um acordo no HubSpot
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Criar envio de formulário
Cria uma nova Submissão para um formulário seleccionado.
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Criar item de linha
Crie um item_de_linha no HubSpot
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Criar bilhete
Criar um bilhete no HubSpot
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Criar ou Actualizar Contacto
Criar ou Actualizar um contacto no HubSpot
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Empresa de Actualização
Actualizar uma empresa no HubSpot"
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Acordo de actualização
Actualização de um negócio no HubSpot
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Encontre e crie produto
Pesquise o produto e crie-o.
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Como funcionam as integrações Autotask e HubSpot
Siga as etapas abaixo para começar a configurar suas integrações Autotask usando o Appy Pie Automate: using Appy Pie Automate:
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Etapa 1: Selecionar gatilho
Escolha Autotask como o aplicativo de gatilho, selecione o evento, autentique e teste com sucesso
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Etapa 2: Selecione Ação
Após concluir o teste de gatilho, selecione HubSpot como o aplicativo de ação na lista.
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Etapa 3: Autenticar
Conecte sua conta HubSpot e autentique-a.
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Etapa 4: Configuração e teste
Selecione os dados que deseja enviar de Autotask para HubSpot e seu Agente de IA estará pronto!
Modelos populares para integração Autotask e HubSpot
Descubra nossos modelos mais populares, projetados para simplificar e otimizar seus processos de automação
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
-
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
-
Then do this:
Create/Update Contact
Update Company in HubSpot when New Invoice is created in Autotask
-
When this happens:
New Invoice
-
Then do this:
Update Company
Update Deal in HubSpot when New Invoice is created in Autotask
-
When this happens:
New Invoice
-
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
-
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
-
When this happens:
New Project
-
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
-
When this happens:
New Time Entry
-
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
Simplifique seu fluxo de trabalho com a automação do Appy Pie
perguntas frequentes
-
A Autotask fornece uma ferramenta de gestão empresarial de TI que combina RMM, service desk, CRM, projectos, tempo, facturação, relatórios, e muito mais. Tem a capacidade de integrar todas as características de que possa necessitar para satisfazer os seus requisitos empresariais específicos.
-
O HubSpot serve como uma solução holística de CRM, combinando perfeitamente funcionalidades de marketing, vendas e atendimento ao cliente. Ele permite que as empresas simplifiquem tarefas como marketing por e-mail, gerenciamento de mídia social, geração de leads, automação de vendas e suporte ao cliente, aumentando a eficiência operacional e melhorando o relacionamento com os 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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