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Capri
HubSpot CRM

Connect Capri and HubSpot CRM

Explore ready-made Capri and HubSpot CRM templates and start automating in minutes.

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Create a custom workflow

Integrate Capri with HubSpot CRM and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
Capri
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • 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.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • 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.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • A generic universal module for you to try capri

  • Add knowledge source to an Agent

  • Adds a channel as as a trigger to an agent

  • Add Prompt to an agent under your Capri organization

  • Assign a Leadconnector location to an agent

  • Sends a plain text message to your Capri agent and receive a response.

  • Deletes an agent under your Capri organization

  • Create an agent from an existing agent

  • Get a Capri Agent

  • Performs an arbitrary authorized API call.

  • Sends email messages to your Capri agent and receive a response.

  • Sends a plain text message to your Capri agent and receive a response.

  • Switch an Agent's active prompt

  • Makes an Capri agent active or inactive

  • Update an agent's name under your Capri organization

  • Update an agent's name, active status, faq, or the active prompt

  • Update the FAQ inside an agent

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Capri and HubSpot CRM.

(deactivated)
A generic universal module for you to try capri
Action
Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add a knowledge source
Add knowledge source to an Agent
Action
Add a trigger to an agent
Adds a channel as as a trigger to an agent
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Add Prompt to an agent
Add Prompt to an agent under your Capri organization
Action
Assign a Leadconnector location to an agent
Assign a Leadconnector location to an agent
Action
Capri Create Agent
Sends a plain text message to your Capri agent and receive a response.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.