Connect HubSpot and Heltar to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Created
Delete Company
Delete Contact
Update Contact's Lifecycle Stage
New Deal Created
New Ticket Created
Delete Ticket
Delete Deal
New Product Created
Delete Product
Merge Contacts
Update Contact's Lead Status
Merge Companies
Merge Deals
Merge Tickets
New Invoice Created
Choose an Action
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create Campaign
Create Client
Fetch Client Messages
Send Text Message
List All Attributes
Create Attribute
Update Attribute
Delete Attribute
Send Templates
Create Template
Send Private Message
Toggle Chat Open / Closed
Enable / Disable Bot Responses
Assign Employees to a Client
Unassign Employees from a Client
Update an Employee’s Role
Create a New Employee
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Ready to use HubSpot and Heltar automations
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 HubSpot integrations.
Get All Contacts
Get an existing contact list
Get All Companies
Get the list of the exissting companies
Add Contact to List
Add contact to a specific static list.
Create a Note
Create a new note.
Search a Company
Retrieve company details by company name and selected properties.
List all deals
List all deals or with a specific date range.
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Step by step guides to integrate HubSpot and Heltar
Frequently Asked Questions
To start, connect both your HubSpot and Heltar accounts to viaSocket. Once connected, you can set up a workflow where an event in HubSpot triggers actions in Heltar (or vice versa).
Absolutely. You can customize how HubSpot data is recorded in Heltar. This includes choosing which data fields go into which fields of Heltar, setting up custom formats, and filtering out unwanted information.
The data sync between HubSpot and Heltar 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 HubSpot and Heltar. 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 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 MoreAbout 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.
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