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IPEX Helpdesk
HubSpot CRM

Connect IPEX Helpdesk and HubSpot CRM

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

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Create a custom workflow

Integrate IPEX Helpdesk 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
IPEX Helpdesk
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

  • Adds a new message (comment) in the ticket.

  • Adds tag to the ticket.

  • Adds relationship between user and customer.

  • Adds a tag into user properties.

  • Adds relation between tickets.

  • Creates a new customer.

  • Creates a new ticket.

  • Creates a new anonymous ticket. If the user's email is not registered, the new user account will be created if the ticketing is configured so.

  • Creates a new user account by administrator.

  • Gets customer details.

  • Returns a ticket detail.

  • Gets the Ticket's attachment.

  • Gets operator group detail.

  • Gets user account's detail.

  • Description for customer's fields.

  • Description for user's account fields.

  • Gets report of Track Time Records (required version >= 4.14).

  • Bulk create/update customers. Max bulk size is 500 customers. (required version >= 4.16.0)

  • Bulk create/update user accounts/contacts. Max bulk size is 100 user accounts. (required version >= 4.16.0)

  • Invites the user into the ticket.

  • Updates a customer data via PATCH method. (required version >= 4.16.0)

  • Updates a Ticket Category Items.

  • Updates ticket's custom form fields. You can send one or more ticket custom form field values to update.

  • Changes ticket workflow state.

  • Updates user account data via PATCH method. (required version >= 4.16.0)

  • Changes the ticket's submitter. Only operator can do it.

  • Updates service for a ticket.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between IPEX Helpdesk and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add a Message
Adds a new message (comment) in the ticket.
Action
Add a Ticket Tag
Adds tag to the ticket.
Action
Add a User into Customer
Adds relationship between user and customer.
Action
Add an User Tag
Adds a tag into user properties.
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 Related Tickets
Adds relation between tickets.
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
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.