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Octave
HubSpot CRM

Connect Octave and HubSpot CRM

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

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Create a custom workflow

Integrate Octave 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
Octave
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

  • Applies a brand voice to source content.

  • Builds a workspace using the Workspace Builder agent.

  • Creates a brand voice.

  • Creates a buying trigger.

  • Creates a competitor.

  • Creates a persona.

  • Creates a playbook.

  • Creates a product.

  • Creates a proof point.

  • Creates a reference.

  • Creates a resource.

  • Creates a segment.

  • Creates a service.

  • Creates a solution.

  • Creates a use case.

  • Creates an agent.

  • Creates an agent experiment.

  • Deletes a buying trigger.

  • Deletes a competitor.

  • Deletes a persona.

  • Deletes a playbook.

  • Deletes a product.

  • Deletes a proof point.

  • Deletes a reference.

  • Deletes a resource.

  • Deletes a segment.

  • Deletes a service.

  • Deletes a solution.

  • Deletes a use case.

  • Deletes an agent.

  • Generates a new brand voice from sources.

  • Generates a new solution from sources.

  • Generates new buying triggers from sources.

  • Generates new competitors from sources.

  • Generates new personas from sources.

  • Generates new products from sources.

  • Generates new proof points from sources.

  • Generates new references from sources.

  • Generates new segments from sources.

  • Generates new services from sources.

  • Generates new use cases from sources.

  • Returns details about a specified brand voice.

  • Returns details about a specified buying trigger.

  • Returns details about a specified competitor.

  • Returns details about a specified persona.

  • Returns details about a specified playbook.

  • Returns details about a specified product.

  • Returns details about a specified proof point.

  • Returns details about a specified reference.

  • Returns details about a specified resource.

  • Returns the processing status of a resource.

  • Returns details about a specified segment.

  • Returns details about a specified service.

  • Returns details about a specified solution.

  • Returns details about a specified use case.

  • Returns the status of a workflow run.

  • Returns details about a specified agent.

  • Returns the status of an asynchronous agent run.

  • Performs an arbitrary authorized API call.

  • Runs a Call Prep agent for a target meeting.

  • Runs a Content agent to generate custom content.

  • Runs a Context agent for a query.

  • Runs a Prospector agent to find people or lookalike companies.

  • Runs a Qualify Company agent against a target company.

  • Runs a Qualify Person agent against a target person.

  • Runs a Sequence agent to generate personalized emails.

  • Runs a workflow.

  • Runs an agent asynchronously.

  • Runs an Enrich Company agent against a target company.

  • Runs an Enrich Person agent against a target person.

  • Searches for relevant context documents from library entities, resources, and external research.

  • Searches resources by semantic relevance.

  • Toggles whether a brand voice is the workspace default.

  • Updates an existing brand voice.

  • Updates an existing buying trigger.

  • Updates an existing competitor.

  • Updates an existing persona.

  • Updates an existing playbook.

  • Updates an existing product.

  • Updates an existing proof point.

  • Updates an existing reference.

  • Updates an existing segment.

  • Updates an existing service.

  • Updates an existing solution.

  • Updates an existing use case.

  • Updates an existing agent.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Octave and HubSpot CRM.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
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
Apply a brand voice
Applies a brand voice to source content.
Action
Build a workspace
Builds a workspace using the Workspace Builder agent.
Action
Create a brand voice
Creates a brand voice.
Action
Create a buying trigger
Creates a buying trigger.
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication 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.