Connect Dext and HubSpot to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Dext with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Dext and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
ActionWrite - Note
- Additional properties to retrieve
Try ItTriggerPolling
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Connect Dext and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Dext + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and HubSpot
What is required to integrate Dext with HubSpot?
To integrate Dext with HubSpot, you'll need active accounts on both platforms. Make sure you have access rights to manage integrations and workflows in each application. Both metadata and contacts data can be synced via triggers and actions in our integration setup.
How do I connect my Dext and HubSpot accounts?
You will need to authenticate both your Dext and HubSpot accounts through our integration platform. This typically involves logging into each account through the secure integration interface and authorizing permissions for data sharing and triggers.
Can I automate data transfer between Dext and HubSpot?
Yes, you can automate data transfer between the two platforms using triggers in Dext that prompt actions in HubSpot, such as creating new contacts or updating records when new financial information is available.
What types of data can be synced between Dext and HubSpot?
The integration allows for syncing metadata such as transaction details from receipts or invoices, which can then trigger actions such as creating tasks or updating records in HubSpot.
Are there any limitations when integrating Dext with HubSpot?
While most standard fields can be synced, custom fields might require additional configuration. We recommend verifying field compatibility during setup to ensure no important data is lost during trigger-based syncs.
How often does the data sync occur between the two platforms?
Data sync frequency depends on how you've configured your triggers. Automated workflows can be set up to run at specific intervals or immediately upon an event occurring in Dext.
Is technical support available if I encounter issues with the integration?
Yes, if you encounter issues while setting up or using the integration, our support team is available to help resolve technical problems related to trigger configurations or data inconsistencies.
