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HubSpot integration

Powerful CRM that offers tools for sales, customer service, and marketing automation. Use HubSpot from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Deal
  2. ZoftAgent or workflow decides what happens next
  3. Then in HubSpotCreate Deal
  4. AndCreate Page
Illustrative flow built from HubSpot’s real triggers and actions.

Zoft + HubSpot

What Zoft can do with HubSpot.

  • 01Voice agentsA phone agent can use HubSpot actions such as Create Deal and Create Page during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update HubSpot while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Deal” happens in HubSpot, or use HubSpot as any step on the canvas.
  • 04AI employeesAn AI employee can find and use HubSpot actions on its own, and ask for your approval before it sends or changes anything important.

Example automations

Ideas to start with HubSpot.

Illustrative examples of what you can build, not customer results.

  • Voice agentCreate a contact for every new callerA voice agent looks up the number in HubSpot and creates the contact if it is new.
  • WorkflowLog the call on the dealAfter the call, a workflow adds the summary and next step to the right deal.
  • AI employeeAlert the owner on a hot leadWhen a conversation shows buying intent, the deal owner is notified with the context.

Actions 45

Things Zoft can do in HubSpot.

  • Get DealGets a deal.
  • Get PageGets landing/site page Details.
  • Find DealFinds a deal by searching.
  • Get TicketGets a ticket.
  • Create DealCreates a new deal in Hubspot.
  • Create PageCreates a new landing/site page.
  • Delete PageDeletes an existing landing/site page.
  • Find TicketFinds a ticket by searching.
  • Get CompanyGets a company.
  • Get ContactGets a contact.
Show all 45
  • Get ProductGets a product.
  • Update DealUpdates a deal in HubSpot.
  • Upload FileUploads a file to HubSpot File Manager.
  • Find CompanyFinds a company by searching.
  • Find ContactFinds a contact by searching.
  • Find ProductFinds a product by searching.
  • Create TicketCreates a ticket in HubSpot.
  • Get Line ItemGets a line item.
  • Update TicketUpdates a ticket in HubSpot.
  • Create CompanyCreates a company in Hubspot.
  • Create ContactCreates a contact in Hubspot.
  • Create ProductCreates a product in Hubspot.
  • Find Line ItemFinds a line item by searching.
  • Update CompanyUpdates a company in Hubspot.
  • Update ContactUpdates a contact in Hubspot.
  • Update ProductUpdates a product in Hubspot.
  • Custom API CallMake a custom API call to a specific endpoint
  • Get Owner by IDGets an existing owner by ID.
  • Create COS Blog PostCreates a blog post in you Hubspot COS blog.
  • Create Line ItemCreates a line item in Hubspot.
  • Update Line ItemUpdates a line item in Hubspot.
  • Find AssociationsFinds associations between objects
  • Get Custom ObjectGets a custom object.
  • Find Custom ObjectFinds a custom object by searching.
  • Get Owner by EmailGets an existing owner by email.
  • Add contact To ListAdd contact to list
  • Create AssociationsCreates associations between objects
  • Remove AssociationsRemoves associations between objects
  • Create Custom ObjectCreates a custom object in Hubspot.
  • Update Custom ObjectUpdates a custom object in Hubspot.
  • Add Contact to WorkflowAdds a contact to a specified workflow in your HubSpot account.
  • Create or Update ContactCreates a new contact or updates an existing contact based on email address.
  • Remove Contact from ListRemove a contact from a specific list.
  • Remove Email SubscriptionRemoves email subscription.
  • Get Pipeline Stage DetailsFinds and retrieves CRM object pipeline stage details.

Triggers 24

Events in HubSpot that can start a workflow.

  • New DealTrigger when a new deal is added.
  • New TaskTrigger when a new task is added.
  • New TicketTrigger when new ticket is available.
  • New CompanyTrigger when a new company is added.
  • New ContactTrigger when new contact is available.
  • New ProductTriggers when new product is available.
  • New Line ItemTriggers when new line item is available.
  • New EngagementTriggers when a new engagement is created.
  • New Email EventTriggers when all,or specific new email event is available.
  • New COS Blog ArticleTriggers when a new article is added to your COS blog.
Show all 24
  • New Custom ObjectTriggers when new custom object is available.
  • Updated Deal StageTriggers when a deal enters a specified stage.
  • New Contact in ListTriggers when a new contact is added to the specified list.
  • New Form SubmissionTriggers when a form is submitted.
  • Company Recently Created or UpdatedTriggers when a company recently created or updated.
  • Contact Recently Created or UpdatedTriggers when a contact recently created or updated.
  • Product Recently Created or UpdatedTriggers when a product recently created or updated.
  • New Deal Property ChangeTriggers when a specified property is updated on a deal.
  • Line Item Recently Created or UpdatedTriggers when a line item recently created or updated.
  • New Ticket Property ChangeTriggers when a specified property is updated on a ticket.
  • New Company Property ChangeTriggers when a specified property is updated on a company.
  • New Contact Property ChangeTriggers when a specified property is updated on a contact.
  • New Email Subscriptions TimelineTriggers when a new email timeline subscription added for the portal.
  • New Custom Object Property ChangeTriggers when a specified property is updated on a custom object.

Setup

Connect HubSpot in three steps.

  1. 01ConnectChoose HubSpot in Connections and approve access in the HubSpot sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd HubSpot as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

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FAQ

HubSpot on Zoft, answered.

What can Zoft do with HubSpot?

Zoft supports 45 actions and 24 triggers for HubSpot. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect HubSpot to Zoft?

Choose HubSpot in Connections and approve access in the HubSpot sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use HubSpot?

Yes. Once HubSpot is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in HubSpot without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put HubSpot to work in your operation.

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