Connect Crystal Ball and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Ready to use Crystal Ball and HubSpot automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Get notified if any contact is created in your account.
New Company Created
Get notified if any company is created in your account.
Delete Company
Get notified if any company is deleted in your account.
Delete Contact
Get notified if any contact is deleted in your account.
Update Contact's Lifecycle Stage
Get notified if lifecycle stage changed for any contact in your account.
New Deal Created
Get notified if any deal is created in your account.
Do thisActions
Action is the task that follows automatically within your Crystal Ball integrations.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Create Contact
Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.
Update Company
Update selected HubSpot company properties for a given company ID.
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Step by step guides to integrate Crystal Ball and HubSpot
Frequently Asked Questions
To start, connect both your Crystal Ball and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Crystal Ball 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 Crystal Ball 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 Crystal Ball 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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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.
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