Integrate HubSpot CRM with Zoho Writer
Send information between HubSpot CRM and Zoho Writer automatically, without writing any code, using Zoho Flow.
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Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM
How it works
Create a mail merge document in Zoho Writer when a new contact is created in HubSpot CRM
HubSpot CRM + Zoho Writer
Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM
How it works
Create a merge sign document in Zoho Writer when a deal is created in HubSpot CRM
HubSpot CRM + Zoho Writer
Build your own integrations between HubSpot CRM and Zoho Writer
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Supported triggers and actions
Integrate HubSpot CRM and Zoho Writer using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company created
Triggers when a new company is created
Document edited
Triggers when an existing document is edited
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create engagement
Creates a new engagement
Create contact
Creates a new contact
Create company
Creates a new company
Create ticket
Creates a new ticket
Create task
Creates a new task
Update contact - By email
Updates the details of the contact associated with the specified email
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Associate CRM entities
Associates two existing CRM entities
Update company
Updates the details of an existing company
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch deal
Fetches the details of an existing deal by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
Fetch company - By name
Fetches the details of an existing company by name
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Upload document
Uploads the selected document, and optionally to the selected folder.
Create merge document - WorkDrive
Creates a merge document in your WorkDrive
Create mail merge document
Creates a mail merge document using the selected template
Send document for signature
Sends the specified document for electronic signature
Create merge document
Creates a merge document
Create mail merge document - WorkDrive
Creates a mail merge document in your WorkDrive using the selected template
Create merge sign document
Creates a new merge sign document
Create document
Creates a new document with the given text
Mark or unmark favorite
Marks or unmarks the specified document as favorite
Mark or unmark final status
Marks or unmarks the status of the specified document as final
Lock or unlock document
Locks or unlocks the specified document
What is Zoho Writer?
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
