Full list

Supported Triggers & Actions

Everything you can automate between Heltar and HubSpot.

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Is Created

New Client Is Created

Runs when a new client is created.

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

Ticket Created or Updated

Ticket Created or Updated

Runs when ticket is created or updated

Do thisActions

Action is the task that follows automatically within your Heltar integrations.

List All Campaigns

List All Campaigns

Retrieve the list of all campaign

List All Clients

List All Clients

Retrieve the list of all clients

List All Templates

List All Templates

Retrieve the list of all templates

Create or Update Client

Create or Update Client

Create or update client record

Fetch Client Messages

Fetch Client Messages

This will fetch all the messages of a particular client.

Send Text Message hold

Send Text Message hold

Send text messages allow to your clients.

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 Heltar and HubSpot workflows.

Video 2

Learn how to automate Heltar and HubSpot workflows.

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Integrations Heltar
Heltar + HubSpot
Heltar logo

About Heltar

Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.

Learn more
Integrations HubSpot
HubSpot + Heltar
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 Heltar and HubSpot?

Sign up for a free viaSocket account, then authorize both your Heltar 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 Heltar 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 Heltar 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 Heltar triggers actions in HubSpot, and a separate workflow where HubSpot triggers actions in Heltar. 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 Heltar 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 Heltar 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.