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HubSpot CRM

Overview

Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate HubSpot CRM with OpenAsset in countless different ways!

For example, you can:

  • Create a new project in OpenAsset when a deal stage changes to "closed".
  • Update project fields in OpenAsset with key data from deals.

Getting started

It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.

  1. Use the invite link. Integrations via Zapier are currently invite only so you just need to use the following link and click "Sign Up to Accept Invite" https://zapier.com/developer/invite/99942/654acbd18101216dd5b6e46f1a677e55/
  2. Create a Zapier account. You can create an account for free!
  3. Create an integration. Below are some sample integration you could try out.

Sample integrations

Create project when HubSpot CRM deal stage changes

This Zapier integration will create a new project in OpenAsset when a HubSpot CRM deal changes to a particular stage (e.g. it is closed / won).

https://zapier.com/app/editor/template/32193

It will have a single trigger and action.

Screenshot 2018-11-29 at 14.34.05.png

 

First, pick the stage you want to trigger on.

Screenshot 2018-11-29 at 13.47.07.png

 

 

You could set the project code in OpenAsset using the deal ID in HubSpot CRM, and the project name using the deal name. Use the field picker on the right hand side of the text box to map the data from a sample deal.

Screenshot 2018-11-29 at 14.30.50.png

 

Remember to make sure it is turned on.Screenshot 2018-11-29 at 14.31.56.png


 

Update project fields from deal data

To map more fields to an OpenAsset project than just the code or name, you could add more actions by editing a Zap and clicking "Add a Step".

Screenshot 2018-11-29 at 14.34.38.png

 

Choose Action/Search.

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Pick the OpenAsset app.

Screenshot 2018-11-27 at 14.04.29.png

Click "show less common options"

Screenshot 2018-11-27 at 14.05.17.png

Choose "Update Project Fields".

Screenshot 2018-11-29 at 14.35.59.png

 

 

To map the project Id, choose "Use a Custom Value"

Screenshot 2018-11-27 at 14.07.33.png

 

Pick the "ID" field from the "Create Project" step.

Screenshot 2018-11-29 at 14.37.21.png

 

Now map any fields you want to update.

Screenshot 2018-11-29 at 14.53.49.png

 

 

Remember to turn your Zap back on at the end.

Screenshot 2018-11-29 at 14.55.03.png

 

It will have 3 stages.

Screenshot 2018-11-29 at 14.55.52.png

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