Full list

Supported Triggers & Actions

Everything you can automate between ClosedLoop AI and HubSpot.

When this happensTriggers

A trigger is an event that starts a workflow.

New Product Insight Generated

New Product Insight Generated

Runs when new product insight is generated

Company Created or Updated

Company Created or Updated

Runs when company is created or updated

Delete Company

Delete Company

Get notified if any company is deleted in your account.

Delete Contact

Delete Contact

Get notified if any contact is deleted in your account.

Update Contact's Lifecycle Stage

Update Contact's Lifecycle Stage

Get notified if lifecycle stage changed for any contact in your account.

Deal Created or Updated

Deal Created or Updated

Runs when deal is created or updated

Do thisActions

Action is the task that follows automatically within your ClosedLoop AI integrations.

Send Feedback

Send Feedback

Send customer feedback to extract product insights.

Create Contact

Create Contact

Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.

Update Company

Update Company

Update selected HubSpot company properties for a given company ID.

Search Company

Search Company

Locate a company by name in HubSpot and return the selected company properties. Returns a message if no company is found.

Get Owner by Email or by ID

Get Owner by Email or by ID

Gets an existing owner by email or by id.

Create Company

Create Company

Create a new company record in HubSpot using the provided company properties.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate ClosedLoop AI and HubSpot workflows.

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Learn how to automate ClosedLoop AI and HubSpot workflows.

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Integrations ClosedLoop AI
ClosedLoop AI + HubSpot
ClosedLoop AI logo

About ClosedLoop AI

ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.

Learn more
Integrations HubSpot
HubSpot + ClosedLoop AI
HubSpot logo

About 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.

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Frequently Asked Questions

How do I connect ClosedLoop AI and HubSpot?

Sign up for a free viaSocket account, then authorize both your ClosedLoop AI and HubSpot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ClosedLoop AI and HubSpot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ClosedLoop AI to HubSpot?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HubSpot. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ClosedLoop AI triggers actions in HubSpot, and a separate workflow where HubSpot triggers actions in ClosedLoop AI. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ClosedLoop AI and HubSpot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ClosedLoop AI and HubSpot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.