Connect Moxie and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Moxie
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
Send Message
Ready to use Moxie and HubSpot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created or Updated
Runs when contact is created or updated
Company Created or Updated
Runs when company is created or updated
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.
Deal Created or Updated
Runs when deal is created or updated
Do thisActions
Action is the task that follows automatically within your Moxie integrations.
Create Task
Creates a new task in Moxie.
Create Expense
Create an expense in your Moxie accounting records
Create Client
Creates a new client record in Hectic
Create Form Submission
Create an automated form submission with lead information and custom answers.
Create Opportunity
Create a new opportunity in your sales pipeline
Create or Update Calendar Event
Create or update a calendar event in the Moxie Homebase calendar
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Step by step guides to integrate Moxie and HubSpot
Frequently Asked Questions
To start, connect both your Moxie and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Moxie triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how Moxie 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 Moxie 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 Moxie 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 Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
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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