When a new deal that meets specific conditions is created in Bitrix24, create a deal in HubSpot

■Overview

When a new deal is created in Bitrix24, manually entering the information into HubSpot can be time-consuming.
Especially when you manage customer information in both Bitrix24 and HubSpot, duplicate data entry and input errors can become operational bottlenecks.
With this workflow, a deal that meets specific conditions in Bitrix24 automatically creates a deal in HubSpot, helping you streamline and resolve these integration challenges.

‍

■Recommended for

• Those who use both Bitrix24 and HubSpot and find manually registering deal information time-consuming
• Those who want to automate the integration between HubSpot and Bitrix24 to improve sales efficiency
• Those who want to prevent human errors caused by duplicate data entry and maintain data consistency

‍

■Benefits of using this template

• When a deal is created in Bitrix24, a deal is automatically created in HubSpot, reducing the time spent transferring data
• Eliminating manual data entry helps prevent human errors such as incorrect inputs and missed transfers

‍

■Workflow

1. First, connect Bitrix24 and HubSpot with Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created”
3. Then, configure branching in the operation settings so that the workflow proceeds only when specific conditions are met
4. Finally, set HubSpot’s “Create a deal” action in the operation settings and transfer the information retrieved from Bitrix24

※ “Trigger”: An action that starts the workflow. “Operation”: An action that performs processing within the workflow after the trigger is activated

‍

■Customization options

• In the branching settings, specify the conditions for the deals to be integrated, such as a specific pipeline or assignee
• When creating a deal in HubSpot, specify the destination pipeline, deal stage, and other details as needed

‍

■Notes

• Connect Bitrix24 and HubSpot to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the workflow bot that use branching will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.