Create a deal in HubSpot when a new deal is created in Bitrix24

■Overview

If you use both Bitrix24 and HubSpot, you may be spending too much time manually entering deal information in both systems. Manual data transfers are not only time-consuming but can also lead to human errors, such as transcription mistakes. With this workflow, a new deal is automatically created in HubSpot whenever a new deal is created in Bitrix24, helping you seamlessly resolve data synchronization challenges between HubSpot and Bitrix24.

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■Who should use this template

• Sales professionals who use both HubSpot and Bitrix24 and want to eliminate the hassle of entering deal information twice
• Anyone who wants to prevent data transfer errors from Bitrix24 to HubSpot and maintain accurate records
• Anyone who wants to automate sales processes across multiple SaaS platforms and focus on higher-value work

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■Benefits of using this template

• Automatically create a deal in HubSpot whenever a deal is created in Bitrix24, reducing the time spent on manual data entry
• Let the system synchronize information automatically to help prevent human errors, such as incorrect entries and missed data transfers

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■Flowbot steps

1. First, connect Bitrix24 and HubSpot to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new Deal is created”
3. Finally, set HubSpot’s “Create a deal” action as the operation and map the deal information retrieved by the trigger

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

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■Customization options

• When configuring HubSpot’s “Create a deal” action, you can choose the stage where the deal will be created

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■Notes

• Connect both Bitrix24 and HubSpot to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.