Connect telecrm and Hubstaff to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create a Project
Create a Client
Create a To-Do
List Organization
Get User
Ready to use telecrm and Hubstaff automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create a Project
Create a new project in Hubstaff for the selected organization, with optional name, description, client, and billable settings.
Create a Client
Create a new client in Hubstaff for a selected organization, including optional name, emails, phone, address, project associations, invoice notes, and net payment terms.
Create a To-Do
Create a task in a selected Hubstaff project and assign it to a team member.
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Frequently Asked Questions
To start, connect both your telecrm and Hubstaff accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Hubstaff (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Hubstaff. This includes choosing which data fields go into which fields of Hubstaff, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Hubstaff 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 telecrm and Hubstaff. 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 Hubstaff
Hubstaff is a time tracking software that helps remote managers see what their workers are doing and track time to specific projects. It also provides detailed reports and productivity analytics.
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