Connect SimpleCert and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New Recipient Added
New Certificate Created
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 SimpleCert and HubSpot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
New Certificate Created
Runs when certificate created
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.
Do thisActions
Action is the task that follows automatically within your SimpleCert integrations.
Create New Project
Create a certificate project
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.
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
Gets an existing owner by email or by id.
Create Company
Create a new company record in HubSpot using the provided company properties.
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Step by step guides to integrate SimpleCert and HubSpot
Frequently Asked Questions
To start, connect both your SimpleCert and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleCert triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how SimpleCert 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 SimpleCert 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 SimpleCert 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 SimpleCert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
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.
Learn More
