An automated workflow using integromat
Connects Toodledo + HubSpot
Add new Toodledo tasks to HubSpot CRM as deals
About this workflow template
This automation scenario allows you to connect Toodledo and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
Toodledo and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Toodledo
Watch Tasks in Toodledo
Triggers when there is a new task.
Then this action happens in HubSpot
Create a Record (Legacy) in HubSpot
Creates a contact, a company, or a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Toodledo tasks to HubSpot CRM as deals.
Part I
Configure Applications
First, we need to connect Toodledo and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Toodledo to Make.com.
Give Make.com access to your Toodledo account, using Toodledo credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot 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 Toodledo
Choose the following trigger: Watch Tasks (Triggers when there is a new task.).
Then set up an Action for HubSpot
Choose this action: Create a Record (Legacy) (Creates a contact, a company, or a deal.).
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 Toodledo and HubSpot.
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 Add new Toodledo tasks to HubSpot CRM as deals!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
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.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Add a task
This Action will add a new task to the folder you specify.
actionbyiftttintegromatCreate task
This action will create a task with no folder assigned.
actionbyzapierpabbly-connectAdd a note
This Action will add a new note to the folder you specify.
actionbyiftttintegromatCreater folder
Create a new folder.
actionbyzapierCreate note
This action will create a new note.
actionbyzapierpabbly-connectGet a task
Retrieves a task.
actionbyintegromat
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.
