HubSpot
LiveHubSpot contacts and deals from your automations — upsert a contact, create a deal, move its stage, and react when a selected deal changes stage.
Capabilities
- Contact upsert
- Deal create + stage update
- Deal stage trigger
- Deal ↔ Zyan deal links
Common Use Cases
- Create a HubSpot contact the moment a lead lands in Zyan
- Start an onboarding review when a linked HubSpot deal is won
How to Connect HubSpot
- 01
Open Settings → Integrations
From your Zyan Admin workspace, open Settings → Integrations and pick the HubSpot tile. The workspace owner, an admin, or a member with the automations permission sees Connect.
- 02
Sign in with HubSpot
A one-click sign-in in HubSpot's own window. Zyan never sees your password and holds no platform-wide key; disconnect from the same tile at any time.
- 03
Use it in a workflow
Add the HubSpot contact upsert, deal create or deal stage steps to an automation, or start one from the deal-stage-changed trigger.
- 04
Link deals
A Zyan deal shows its linked HubSpot deal on the deal record; stage changes on either side can start an automation.