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Tools
HubSpot CRM

Connect Tools and HubSpot CRM

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

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Create a custom workflow

Integrate Tools 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.

Tools
Trigger: Basic trigger
HubSpot CRM
Action: Select an action
1. Select a trigger

  • Generates bundles with their own structure.

2. Select an action

  • 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 (segment).

  • 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.

  • 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.

  • 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 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.

  • 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.

  • 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.

  • Removes records from selected list (segment).

  • 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 note.

  • 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.

  • Returns information about a specific email.

  • Returns information about a specific invoice.

  • Returns information about a specific order.

  • Returns details for an owner.

  • 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 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.

  • 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.

  • Moves a file to a different folder.

  • Uploads a new file to the file manager.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Tools 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
Basic trigger
Generates bundles with their own structure.
Trigger
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
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
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Popular Tools and HubSpot CRM workflows

Connect Tools and HubSpot CRM with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

Built-in Apps

Create Katana sales orders from deals in HubSpot CRM

When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

Create Katana sales orders from deals in HubSpot CRM
Use template
App Families

Upload a new user into LinkedIn Matched Audiences from a new deal in HubSpot CRM

This template regularly checks for new deals in HubSpot CRM and uses the retrieved information to upload new users to LinkedIn Matched Audiences. While this template appears to be very complicated, don't be afraid - you mainly need to set up your connections. Please note that the template will only work when there is an associated contact with your new deal. The template uses contact data of the FIRST associated contact within the deal. For the best performance, your contacts should have these fields filled out: First name Last name Email Having the contact associated with a company in HubSpot will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

Upload a new user into LinkedIn Matched Audiences from a new deal in HubSpot CRM
Use template
AI

Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups

Automatically enrich contact and company information, sync it to HubSpot, and generate AI-powered follow-up tasks—all based on your MeetGeek meeting data. This Make template uses MeetGeek, OpenAI, and HubSpot to streamline post-meeting sales workflows. It starts by pulling meeting participant emails and uses a Make AI agent to enrich contact and company details via Apollo and web search. The AI then returns clean JSON to create or update records in HubSpot (contacts, companies, and deals). You can also pass the meeting transcript to OpenAI to determine whether a follow-up is needed. If so, the workflow will auto-create a task with a recommended summary and assign it to the right person—based on email matching, fallback logic, or manual mapping. 🔧 Apps used: MeetGeek, OpenAI, HubSpot ⚙️ Key features: contact enrichment, CRM syncing, intelligent follow-up task generation This template was created by MeetGeek. 💬 For support, reach out to [email protected]. 🎥 Watch this video to learn how to set it up: https://youtu.be/BVSyOXUBrD8?si=aVbDHpRPtDVuXLIQ&t=1935

Sync MeetGeek meeting insights to HubSpot with enriched contact data and follow-ups
Use template
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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.