01
Contacts and companies
Create, enrich or update records using agreed field mappings and deduplication rules.
Business AutomationHUB
CRM integration
Connect HubSpot
HubSpot can remain the commercial source of truth while connected systems handle fulfilment, reporting and communication. We define clear ownership for every field before data starts moving.
Connection possibilities
What can be connected
The final scope depends on your account, permissions and process. These are the most common connection points.
02
Deals and pipelines
Move deals, update stages and trigger handovers from defined business events.
03
Tasks and activity
Record selected interactions or create follow-up tasks for the right owner.
04
Forms and lifecycle
Use form submissions and lifecycle changes to start controlled downstream actions.
Example workflows
Practical ways to use it
Automation should remove a real handoff or delay—not add another system for your team to maintain.
- 1Create a delivery task when a deal becomes won.
- 2Return onboarding progress to the HubSpot record.
- 3Route a form submission based on service and location.
Scope it properly
Which HubSpot task is slowing your team down?
Show us the current steps. We will identify what can move automatically, what still needs approval and where exceptions should stop safely.
Explore more