HubSpot, ready to run.
The HubSpot integration reads the company, the contacts and everything attached to the record, chases the documents that never arrived, and moves the deal only when the case clears your rules.
What it does.
What Floowed reads from HubSpot
- Company and contact records
- Deal stage, owner and custom properties
- Files and notes attached to a record
- Form submissions, as the start of a case
What it writes back
- The outcome, onto company or deal properties
- Stage moved when the case clears
- The reasoning, as a note on the record, with files attached
- A task for whatever a person still has to do
A new customer handover, from closed deal to kickoff.
- Gather
A deal moves to closed won in HubSpot. Floowed opens the case, reads the company, contacts and attached files, and asks the customer for what onboarding still needs.
- Interpret
Floowed reads the signed order form and the documents that come back, and checks entity, billing contact and terms against the deal.
- Chase
A missing purchase order goes back to the customer by email. A discount outside policy goes to the deal owner as a HubSpot task.
- Decide
Your handover rules run in the deterministic policy engine. A deal that doesn't fit them goes to the head of sales operations to decide.
- Act
Floowed creates the customer in QuickBooks, opens the onboarding project in Asana, and writes the outcome and reasoning back onto the HubSpot deal as a note.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect HubSpot
Using OAuth 2.0, installed by a Super Admin or a user with Marketplace access. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with HubSpot?
Yes. Floowed connects over OAuth 2.0 and works with companies, contacts, deals, notes, tasks, files and form submissions.
How does the HubSpot integration connect?
Through OAuth 2.0. The app requests the scopes it needs, and a Super Admin, or a user with Marketplace access, approves them when installing it in your account.
How does a case start from HubSpot?
From a webhook when a record is created or a property changes, such as a deal moving stage, or from a scheduled read of new form submissions.
Is my HubSpot data secure?
Access is limited to the scopes approved at install, and you can uninstall the app from HubSpot at any time. Every case keeps a full record of what was read, which rule decided it and what was written where.
What does the HubSpot integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case. Start free with $80 of credits, no card and no sales call.
Start with HubSpot. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.