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Set up your first integration
Quickly connect Autotask to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Autotask 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 "New Company" from Autotask.
Add your action
An action happens after the trigger—such as "Add Contact to List" in HubSpot.
You’re connected!
Zapier seamlessly connects Autotask 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.
- Help_text
Try ItTriggerInstant- Help_text
Try ItTriggerInstant- New Invoice
Triggers when a new invoice is found.
Try ItTriggerPolling - Company
Try ItTriggerPolling
- Company
- Assigned To Resource ID
Try ItTriggerPolling- New Contact
Triggers when a new contact is found.
Try ItTriggerInstant - Help_text
Try ItTriggerInstant- New Project
Triggers when a new Project is found.
Try ItTriggerPolling
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Practical ways you can use Autotask and HubSpot
Sync new customers from HubSpot to Autotask.
When a new company is added in HubSpot, Zapier automatically creates the same company in Autotask. This saves time and ensures consistent customer records across both platforms, reducing manual entry errors and improving operational efficiency.
Business Owner
Create tickets in Autotask from HubSpot form submissions.
When a form is submitted in HubSpot for IT issues or requests, Zapier uses the details to create a new ticket in Autotask. This ensures no request is overlooked, speeding up response times and improving service management.
ITAdd new HubSpot leads as Autotask contacts.
When a new contact is created in HubSpot, Zapier adds that contact to Autotask. This keeps sales and support teams aligned, ensuring leads are efficiently nurtured through the pipeline.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about Autotask + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Autotask and HubSpot
What is needed to set up an integration between Autotask and HubSpot?
To set up an integration between Autotask and HubSpot, you'll need to have active accounts on both platforms with the appropriate permissions. Our system allows you to connect the two by authenticating your credentials and setting specific triggers and actions, such as creating or updating contacts in HubSpot when there's a new ticket in Autotask.
Can I create a deal in HubSpot when an opportunity is created in Autotask?
Yes, you can configure a trigger-action pair where the creation of an opportunity in Autotask automatically creates a corresponding deal in HubSpot. You'll need to customize this trigger-action configuration according to your workflow requirements.
How often does data sync between Autotask and HubSpot?
The frequency of data synchronization between Autotask and HubSpot depends on how you configure the integration. Triggers can be set for real-time updates or scheduled at specific intervals, ensuring your data stays up-to-date as per your integration needs.
Is it possible to update a contact in HubSpot when their information changes in Autotask?
Absolutely. By setting the appropriate trigger-action rule, changes made to contact information in Autotask can automatically update the corresponding contact details within HubSpot without manual intervention.
What types of fields can be mapped between Autotask and HubSpot?
We support mapping of standard fields such as name, email, company details, phone number, address, etc., as well as custom fields that you have set up within both Autotask and HubSpot. This flexibility ensures that all relevant data transfers correctly during integration events.
Are there any limitations on triggers or actions when integrating these two platforms?
While most standard triggers and actions are supported when integrating with our service, some custom operations may require additional configurations or might not be directly supported. Reviewing our documentation will help identify any such limitations specific to your use case.
How do I troubleshoot if my integration isn't working as expected?
If you're facing issues with your integration, start by checking the configuration for correct trigger-action setups. Ensure that both platforms are properly authenticated. It might also help to review error logs available in our system for diagnostics or consult our support FAQ section for common troubleshooting steps.
