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IntegrationsHubSpotWay We Do
HubSpot + Way We Do

Connect HubSpot and Way We Do to Build Intelligent Automations

Choose a Trigger

HubSpot

When this happens...

Choose an Action

Way We Do

Automatically do this!

Ready to use HubSpot and Way We Do automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Get notified if any contact is created in your account.

New Company Created

New Company Created

Get notified if any company is created in your account.

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.

New Deal Created

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.

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.

Create or Update Contact

Create or Update Contact

Creates new contact or update an existing contact by its email.

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Step by step guides to integrate HubSpot and Way We Do

Frequently Asked Questions

How do I start an integration between HubSpot and Way We Do?

To start, connect both your HubSpot and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in HubSpot triggers actions in Way We Do (or vice versa).

Can we customize how data from HubSpot is recorded in Way We Do?

Absolutely. You can customize how HubSpot data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.

How often does the data sync between HubSpot and Way We Do?

The data sync between HubSpot and Way We Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from HubSpot to Way We Do?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between HubSpot and Way We Do?

Yes, you can set conditional logic to control the flow of data between HubSpot and Way We Do. 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.

HubSpot

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.

Marketing Automation
Learn More
Way We Do

About Way We Do

Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.

Project Management
Learn More

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