Connect Koncile OCR and HubSpot CRM integrations
Connect Koncile OCR and HubSpot CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Koncile OCR and HubSpot CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Performs an arbitrary API call
Posts documents to Koncile
Adds a contact to a specific workflow.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Creates a folder.
Creates a line item with the given properties and returns a copy of the object, including the ID.
Creates a meeting with the given properties and returns a copy of the object, including the ID.
Associates two CRM objects.
Creates an email with the given properties and returns a copy of the object, including the ID.
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.
Creates an order with the given properties and returns a copy of the object, including the ID.
Creates a note with the given properties and returns a copy of the object, including the ID.
Creates a product with the given properties and returns a copy of the object, including the ID.
Creates a new quote.
Creates a task with the given properties and returns a copy of the object, including the ID.
Creates a ticket.
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.
Creates a new contact if the specified email address in the properties does not exist; otherwise, updates the existing contact.
Moves a call to the recycling bin.
Moves a communication to the recycling bin.
Moves a company to the recycling bin.
Moves a contact to the recycling bin.
Moves a custom object to the recycling bin.
Moves a deal to the recycling bin.
Permanently deletes a file and all related data and thumbnails from file manager.
Marks a folder as deleted.
Moves a line item to the recycling bin.
Moves a meeting to the recycling bin.
Deletes an association between two CRM objects.
Moves an email to the recycling bin.
Deletes an engagement (a task or activity) on an object in HubSpot.
Moves an order to the recycling bin.
Moves a note to the recycling bin.
Moves a product to the recycling bin.
Deletes quote by its ID.
Moves a task to the recycling bin.
Deletes an existing ticket.
Removes records from selected list.
Returns information about a specific call.
Returns information about a specific communication.
Returns information about a specific company.
Returns information about a specific contact.
Returns information about a specific custom object.
Returns information about a specific deal.
For a given file ID, return the file associated with that ID.
Returns information about a specific line item.
Returns information about a specific meeting.
Returns information about a specific email.
Returns information about a specific invoice.
Returns information about a specific order.
Returns information about a specific note.
Returns details for an owner.
Returns information about a specific product.
Gets a quote by its ID.
Gets metadata for a specific record property by its (internal) name.
Returns information about a specific task.
Gets a specific ticket by its ID.
Performs an arbitrary authorized API call to manage data in Hubspot CRM.
Merges contacts
Removes a contact from a contact list. This module will be deprecated on September 30th 2025.
Removes a contact from a workflow.
Sends form submission data to HubSpot.
Subscribes a contact to the given subscription emails.
Unsubscribes a contact from the given subscription emails. Note that you cannot subscribe the contact to the same email address again.
Updates call's properties by their ID. Returns updated properties in the response.
Updates communication's properties by their ID. Returns updated properties in the response.
Updates company's properties by its ID. Returns updated properties in the response.
Updates contact's properties by their ID. Returns updated properties in the response.
Updates custom object's properties by its ID. Returns updated properties in the response.
Updates a specific deal by its ID. Returns updated properties in the response.
Updates line item's properties by their ID. Returns updated properties in the response.
Updates meeting's properties by their ID. Returns updated properties in the response.
Updates email's properties by their ID. Returns updated properties in the response.
Updates order's properties by their ID. Returns updated properties in the response.
Updates note's properties by their ID. Returns updated properties in the response.
Updates product's properties by their ID. Returns updated properties in the response.
Updates quote by its ID.
Updates task's properties by their ID. Returns updated properties in the response.
Updates an existing ticket by its ID.
Moves a file to a different folder.
Uploads a new file to the file manager.
Returns the IDs of CRM objects associated with a given object, based on the specified association type.
Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID. This module will be deprecated on September 30th 2025.
Returns all deal/ticket pipelines for a given portal.
Retrieves a list of files stored in file manager.
Retrieves a list of forms for a given portal.
Returns all of the owners that exist inside of HubSpot.
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.
Lists calls based on the provided filters or a search query.
Lists communications based on the provided filters or a search query.
Lists companies based on the provided filters or a search query.
Retrieves a list of contacts using the search query.
Searches for CRM objects (contacts, companies, deals, products, tickets, line items) by custom properties or by the query. To search for products or line items use a special connection with a required custom scope, e-commerce.
Lists deals based on the provided filters or a search query.
Lists emails based on the provided filters or a search query.
Lists invoices based on the provided filters or a search query.
Lists line items on the provided filters or a search query.
Lists meetings based on the provided filters or a search query.
Lists notes based on the provided filters or a search query.
Lists orders based on the provided filters or a search query.
Lists products based on the provided filters or a search query.
Lists quotes by search criteria.
Lists tasks based on the provided filters or a search query.
Retrieves a list of tickets.
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Create custom Koncile OCR and HubSpot CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Adds records to selected list.
Adds a contact to a specific workflow.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Popular Koncile OCR and HubSpot CRM workflows.
Looking to get more out of Koncile OCR and HubSpot CRM? With Make you can visually integrate Koncile OCR and HubSpot CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Extract key data from image and PDF in Telegram using OCR
Parse invoice, POs, IDs, reports and other documents in Telegram and get structured data in Excel or CSV format.
TRY IT ->Migrate contacts from HubSpot CRM to Swift Missive
Migrate your Hubspot CRM contacts to Swift Missive so you can send them rich email templates and keep them engaged with your brand and products. This template was created by the engineering team at [Swift Missive](https://swiftmissive.com)
TRY IT ->Migrate Swift Missive email-openers to Zoho CRM and HubSpot
Keep track of which Swift Missive contacts showed interest by opening your emails by sending them to Zoho CRM or HubSpot CRM. Then, retarget them in future email blasts or across other advertising mediums for maximum ROI. This template was created by the engineering team at [Swift Missive](https://swiftmissive.com)
TRY IT ->Extract data from documents in Slack and generate CSV/XLSX
Send PDF documents or image from Slack to Koncile OCR, and download extracted data in CSV or XLSX format.
TRY IT ->Extract invoice and PO data from NetSuite - Download CSV and XLSX
Extract Invoice and PO Data from NetSuite with Koncile OCR Automatically download invoice or purchase order documents (CSV, XLSX, or PDF) from NetSuite and send them to Koncile for data extraction. Connect to NetSuite to retrieve new invoice or PO files. Send documents to Koncile OCR to extract structured data like invoice number, PO number, dates, amounts, and vendor details. Get clean, structured results — perfect for financial tracking, reconciliation, or integration with your tools (Excel, databases, APIs…). Simplify your document-based workflows with full automation from NetSuite to structured output.
TRY IT ->Extract data from documents in Dropbox and download CSV/XLSX
Automatically Extract Data from New Dropbox Files with Koncile OCR Monitor a Dropbox folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction. Specify exactly which fields you want to extract in your Koncile template (e.g. invoice number, dates, amounts, clauses). New files are processed in real-time or at regular intervals. Get clean, structured data back — ready for reporting, automation, or export to other tools (CSV, Excel, API…).
TRY IT ->Extract and structure data from documents in Google Drive
Monitor a Google Drive folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction. - Specify exactly which fields you want to extract in your Koncile template (e.g. invoice number, dates, amounts, clauses). - New files are processed in real-time or at regular intervals. - Get clean, structured data back — ready for reporting, automation, or export to other tools (CSV, Excel, API…).
TRY IT ->Transform any document in Monday in XLSX/CSV
Extract Key Information from Files Stored in Monday.com with Koncile OCR Automatically process documents stored in your Monday.com boards using Koncile’s powerful OCR engine. Monitor items or file columns for new attachments such as PDFs or images. Send files directly to Koncile OCR and extract only the data you need — invoice numbers, dates, amounts, clauses, and more. Get back clean, structured data, ready to be used in Monday.com or exported to other systems (CSV, Excel, APIs, etc.).
TRY IT ->Create contacts in HubSpot CRM from new Plumsail Forms submissions
Automate contact creation in HubSpot CRM from Plumsail form submissions. When a form is submitted, a new contact is automatically created using the submission data.
TRY IT ->
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