An automated workflow using integromat
Connects HubSpot + Plutio
Create Plutio task for new HubSpot Deals
About this workflow template
This automation scenario allows you to connect HubSpot and Plutio
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Plutio can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch CRM Objects in HubSpot
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Then this action happens in Plutio
Create a Task in Plutio
Creates a new task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Plutio task for new HubSpot Deals.
Part I
Configure Applications
First, we need to connect HubSpot and Plutio to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect Plutio to Make.com.
Give Make.com access to your Plutio account, using Plutio credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).
Then set up an Action for Plutio
Choose this action: Create a Task (Creates a new task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Plutio.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Plutio task for new HubSpot Deals!
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triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create a task
Create a new Task within a specific Task Group
actionbyzapierintegromatCreate project
Creates a new Pltuio Project
actionbyzapierintegratelyCreate a project
Creates a new project.
actionbyintegromatCreate a task group
Creates a new task group.
actionbyintegromatCreate invoice
Creates an Invoice
actionbyzapierintegratelypabbly-connectCreate block
Creates a Block
actionbyzapier
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
