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HubSpot CRM and Salesflare

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How to connect HubSpot CRM

What you can automate

  • When new Companies in HubSpot CRM, create an account in Salesflare.
  • When new Contacts in HubSpot CRM, create a contact in Salesflare.
  • When new Deals in HubSpot CRM, create an opportunity in Salesflare.
  • When new Members Added to a List in HubSpot CRM, create a contact in Salesflare.
  • When new Submissions for a Form (Legacy) in HubSpot CRM, create a contact in Salesflare.
  • When new Subscriptions Timeline for a Portal (Legacy) in HubSpot CRM, create an opportunity, then create a contact in Salesflare.

HubSpot CRM operations on Make

Triggers (11)

Start a workflow when this happens

  • Watch CRM Objects — Triggers when a CRM object is created/updated.
  • Watch Companies — Triggers when a new company is created.
  • Watch Contacts — Triggers when a new contact is created.
  • Watch Deals — Triggers when a new deal is created.
  • Watch Engagements — Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.
Show 6 more triggers
  • Watch Files — Triggers when a new file is stored in file manager.
  • Watch Members Added to a List — Triggers when a new member is added to selected list.
  • Watch Notifications — Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.
  • Watch Submissions for a Form (Legacy) — Triggers when data is submitted from a given form.
  • Watch Subscriptions Timeline for a Portal (Legacy) — Triggers when a new email timeline subscription added for the portal.
  • Watch Tickets — Triggers when a new ticket is created.

Actions (84)

Things Salesflare can make it do

  • Add Members to a List (Segment) — Adds records to selected list (segment).
  • Add a Contact to a Workflow (Legacy) — Adds a contact to a specific workflow.
  • Create a Call — Creates a call with the given properties and returns a copy of the object, including the ID.
  • Create a Communication — Creates a communication with the given properties and returns a copy of the object, including the ID.
  • Create a Company — Creates a company with the given properties and returns a copy of the object, including the ID.
Show 79 more actions
  • Create a Contact — Creates a contact with the given properties and returns a copy of the object, including the ID.
  • Create a Custom Object Record — Creates a custom object with the given properties and returns a copy of the object, including the ID.
  • Create a Deal — Creates a deal with the given properties and returns a copy of the object, including the ID.
  • Create a Folder — Creates a folder.
  • Create a Line Item — Creates a line item with the given properties and returns a copy of the object, including the ID.
  • Create a Meeting — Creates a meeting with the given properties and returns a copy of the object, including the ID.
  • Create a Note — Creates a note with the given properties and returns a copy of the object, including the ID.
  • Create a Product — Creates a product with the given properties and returns a copy of the object, including the ID.
  • Create a Quote — Creates a new quote.
  • Create a Task — Creates a task with the given properties and returns a copy of the object, including the ID.
  • Create a Ticket — Creates a ticket.
  • Create a Timeline Event (Legacy) — Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
  • Create an Association — Associates two CRM objects.
  • Create an Email — Creates an email with the given properties and returns a copy of the object, including the ID.
  • Create an Engagement — Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.
  • Create an Order — Creates an order with the given properties and returns a copy of the object, including the ID.
  • Create or Update a Contact — Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.
  • Delete Members from a List (Segment) — Removes records from selected list (segment).
  • Delete a Call — Moves a call to the recycling bin.
  • Delete a Communication — Moves a communication to the recycling bin.
  • Delete a Company — Moves a company to the recycling bin.
  • Delete a Contact — Moves a contact to the recycling bin.
  • Delete a Custom Object Record — Moves a custom object to the recycling bin.
  • Delete a Deal — Moves a deal to the recycling bin.
  • Delete a File — Permanently deletes a file and all related data and thumbnails from file manager.
  • Delete a Folder — Marks a folder as deleted.
  • Delete a Line Item — Moves a line item to the recycling bin.
  • Delete a Meeting — Moves a meeting to the recycling bin.
  • Delete a Note — Moves a note to the recycling bin.
  • Delete a Product — Moves a product to the recycling bin.
  • Delete a Quote — Deletes quote by its ID.
  • Delete a Task — Moves a task to the recycling bin.
  • Delete a Ticket — Deletes an existing ticket.
  • Delete an Association — Deletes an association between two CRM objects.
  • Delete an Email — Moves an email to the recycling bin.
  • Delete an Engagement — Deletes an engagement (a task or activity) on an object in HubSpot.
  • Delete an Order — Moves an order to the recycling bin.
  • Get a Call — Returns information about a specific call.
  • Get a Communication — Returns information about a specific communication.
  • Get a Company — Returns information about a specific company.
  • Get a Contact — Returns information about a specific contact.
  • Get a Custom Object Record — Returns information about a specific custom object.
  • Get a Deal — Returns information about a specific deal.
  • Get a File Uploaded via Form — For a given file ID, return the file associated with that ID.
  • Get a Line Item — Returns information about a specific line item.
  • Get a Meeting — Returns information about a specific meeting.
  • Get a Note — Returns information about a specific note.
  • Get a Product — Returns information about a specific product.
  • Get a Quote — Gets a quote by its ID.
  • Get a Record Property — Gets metadata for a specific record property by its (internal) name.
  • Get a Task — Returns information about a specific task.
  • Get a Ticket — Gets a specific ticket by its ID.
  • Get an Email — Returns information about a specific email.
  • Get an Invoice — Returns information about a specific invoice.
  • Get an Order — Returns information about a specific order.
  • Get an Owner — Returns details for an owner.
  • Make an API Call — Performs an arbitrary authorized API call to manage data in Hubspot CRM.
  • Merge Contacts — Merges contacts
  • Remove a Contact from a Workflow (Legacy) — Removes a contact from a workflow.
  • Submit Data to a Form (Legacy) — Sends form submission data to HubSpot.
  • Subscribe Contact — Subscribes a contact to the given subscription emails.
  • Unsubscribe a Contact — Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.
  • Update File Properties — Moves a file to a different folder.
  • Update a Call — Updates call's properties by their ID. Returns updated properties in the response.
  • Update a Communication — Updates communication's properties by their ID. Returns updated properties in the response.
  • Update a Company — Updates company's properties by its ID. Returns updated properties in the response.
  • Update a Contact — Updates contact's properties by their ID. Returns updated properties in the response.
  • Update a Custom Object Record — Updates custom object's properties by its ID. Returns updated properties in the response.
  • Update a Deal — Updates a specific deal by its ID. Returns updated properties in the response.
  • Update a Line Item — Updates line item's properties by their ID. Returns updated properties in the response.
  • Update a Meeting — Updates meeting's properties by their ID. Returns updated properties in the response.
  • Update a Note — Updates note's properties by their ID. Returns updated properties in the response.
  • Update a Product — Updates product's properties by their ID. Returns updated properties in the response.
  • Update a Quote — Updates quote by its ID.
  • Update a Task — Updates task's properties by their ID. Returns updated properties in the response.
  • Update a Ticket — Updates an existing ticket by its ID.
  • Update an Email — Updates email's properties by their ID. Returns updated properties in the response.
  • Update an Order — Updates order's properties by their ID. Returns updated properties in the response.
  • Upload a File — Uploads a new file to the file manager.

Searches (22)

Look up existing records

  • List Associations — Returns the IDs of CRM objects associated with a given object, based on the specified association type.
  • List Deal/Ticket Pipelines — Returns all deal/ticket pipelines for a given portal.
  • List Files — Retrieves a list of files stored in file manager.
  • List Forms — Retrieves a list of forms for a given portal.
  • List Owners — Returns all of the owners that exist inside of HubSpot.
Show 17 more searches
  • List Timeline Event Templates (Legacy) — Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.
  • Search for CRM Objects — Searches for CRM objects (contacts, companies, deals, products, tickets, line items) by custom properties or by the query.
  • Search for Calls — Lists calls based on the provided filters or a search query.
  • Search for Communications — Lists communications based on the provided filters or a search query.
  • Search for Companies — Lists companies based on the provided filters or a search query.
  • Search for Contacts — Retrieves a list of contacts using the search query.
  • Search for Deals — Lists deals based on the provided filters or a search query.
  • Search for Emails — Lists emails based on the provided filters or a search query.
  • Search for Invoices — Lists invoices based on the provided filters or a search query.
  • Search for Line Items — Lists line items on the provided filters or a search query.
  • Search for Meetings — Lists meetings based on the provided filters or a search query.
  • Search for Notes — Lists notes based on the provided filters or a search query.
  • Search for Orders — Lists orders based on the provided filters or a search query.
  • Search for Products — Lists products based on the provided filters or a search query.
  • Search for Quotes — Lists quotes by search criteria.
  • Search for Tasks — Lists tasks based on the provided filters or a search query.
  • Search for Tickets — Retrieves a list of tickets.

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