Connect vPlan and HubSpot to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
Choose an Action
Automatically do this!
Get All Contacts
Get All Companies
Add Contact to List
Create a Note
Search a Company
List all deals
Get Owner by ID
Get Owner by Email
Create Company
Create or Update Contact
Create Deal
Get All Deals
Search Line-Item by ID
Get Invoice Associated Line-Item
Associated Line Item Detail
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
List All Invoices
List All Products
List All Tasks
Search a Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Ready to use vPlan and HubSpot automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Do thisActions
Action is the task that follows automatically within your vPlan integrations.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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.
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Frequently Asked Questions
To start, connect both your vPlan and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in HubSpot (or vice versa).
Absolutely. You can customize how vPlan 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 vPlan 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 vPlan 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 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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