Connect Process Street and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Workflow Run
Workflow Run Completed
New Task Checked
Task Ready
Data Set Record Created
Data Set Record Updated
Choose an Action
Automatically do this!
Get All Contacts
Get All Companies
Add Contact to List
Create a Note
Search a Company
List all deals
Get Owner by ID
Get Owner by Email
Create Company
Create or Update Contact
Create Deal
Get All Deals
Search Line-Item by ID
Get Invoice Associated Line-Item
Associated Line Item Detail
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
List All Invoices
List All Products
List All Tasks
Search a Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Ready to use Process Street and HubSpot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
Do thisActions
Action is the task that follows automatically within your Process Street integrations.
Create Data Set Record
Creates Data set record for specified id.
Delete Data Set Record
Deletes an existing record in a data set.
Update Task
Update a task in workflow run.
List Workflows
Gets a list of active workflows.
List Users
Gets a list of users.
List Data Sets
Get a list of data sets.
Know More About Process Street and Hubspot Integrations
6 Effective Ways to Integrate HubSpot with viaSocket
Explore the world of 6 Effective Ways to Integrate HubSpot with viaSocket Through our blog and stay informed about the latest developments, expert insights, and valuable tips that matter most.
A Complete Guide to Automations for Small Business in 2025
Discover how small businesses can thrive with automation in 2025! This complete guide covers tools, tips, and strategies to save time, cut costs, and boost efficiency.
Accounting Automation Guide
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
How to Automate HubSpot Email in 3 Simple Steps
Master the art of email automation in HubSpot with our easy three-step guide. Simplify your marketing strategy and boost engagement effectively.
How to Integrate HubSpot Forms with Slack for Instant Alerts
Learn the step-by-step process to connect HubSpot Forms with Slack for immediate alerts. Streamline your communication and never miss important updates.
Best Software for Email Marketing
Mailchimp is a popular and user-friendly email marketing platform that helps businesses create, send, and analyze email campaigns with ease. It offers a drag-and-drop email builder, allowing even beginners to design professional emails without coding. With customizable templates and mobile-responsive designs, Mail chimp ensures your emails look great on any device.
Step by step guides to integrate Process Street and HubSpot
Frequently Asked Questions
To start, connect both your Process Street and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Process Street triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Process Street data is recorded in HubSpot. This includes choosing which data fields go into which fields of HubSpot, setting up custom formats, and filtering out unwanted information.
The data sync between Process Street and HubSpot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Process Street and HubSpot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
Learn MoreAbout HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.