HubSpot and Infusionsoft integrations and automations

Seamlessly connect HubSpot and Infusionsoft. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

HubSpot
  • New contact in list
    Triggers when a contact is added to list in HubSpot
  • New form submission
    New form submission in Hubspot
  • New record
    New record in HubSpot
  • New records Batch
    New records in HubSpot
  • New/updated record
    New/updated record in HubSpot
  • New/updated records Batch
    New/updated records in HubSpot

    • Any other trigger you can think up

Infusionsoft
  • New company
    Company is created in Infusionsoft
  • New contact
    Contact is created in Infusionsoft
  • New order
    Order is created in Infusionsoft
  • New opportunity
    Opportunity is created in Infusionsoft
  • New payment
    New payment in Infusionsoft
  • New tag assigned to contact
    Tag assigned to contact is created in Infusionsoft
  • New/updated contact
    Contact is new or updated in Infusionsoft
  • New/updated order
    Order is new or updated in Infusionsoft
  • New/updated note
    Note is created or updated in Infusionsoft
  • New/updated product
    Product is new or updated in Infusionsoft
  • Product created
    Product created is created in Infusionsoft
  • Updated contact
    Contact is updated in Infusionsoft
  • Updated order
    Order is updated in Infusionsoft
  • Updated opportunity
    Opportunity is updated in Infusionsoft

    • Any other trigger you can think up

Actions

Do this…

HubSpot
  • Custom action
    Custom action in HubSpot (Custom)
  • Add contact to list Batch
    Add contact from list in HubSpot
  • Add contact to workflow
    Contact added to workflow in Hubspot
  • Associate records
    Associate records in HubSpot
  • Associate records Batch
    Associate records in HubSpot
  • Import CRM Data
    Bulk import in Hubspot
  • Create engagement
    Create engagement in HubSpot
  • Create record
    Create a record in HubSpot
  • Create records Batch
    Create records in HubSpot
  • Delete associations Batch
    Delete associations in HubSpot
  • Delete contact
    Delete contact in HubSpot
  • Export object data
    Export contents as a file from Hubspot
  • Get associations Batch
    Get associations in HubSpot
  • Get contacts associated with a company Batch
    Get all contacts in a Company in HubSpot
  • Get contacts in list Batch
    Get contacts in list in HubSpot
  • Get owner details
    Get owner details from HubSpot
  • Get owner details by ID
    Get owner details by ID from HubSpot
  • Get record
    Get record in HubSpot
  • List associations Batch
    List associations in HubSpot
  • Remove contact from list Batch
    Remove contact from list in HubSpot
  • Search pipeline stages Batch
    Search pipeline stages in HubSpot
  • Search record Batch
    Search record in HubSpot
  • Update record
    Update a record in HubSpot
  • Update records Batch
    Update records in HubSpot

    • Any other action you can think up

Infusionsoft
  • Custom action
    Custom action in Infusionsoft (Custom)
  • Add line item to Order
    Add line item to order in Infusionsoft
  • Add payment to order
    Add payment to invoice in Infusionsoft
  • Add tax to order
    Add tax to order in Infusionsoft
  • Assign tag to contact
    Assign tag to contact in Infusionsoft
  • Charge an invoice
    Charge an invoice in Infusionsoft
  • Create company
    Create company in Infusionsoft
  • Create contact
    Create contact in Infusionsoft
  • Create note
    Create note in Infusionsoft
  • Create opportunity
    Create opportunity in Infusionsoft
  • Create order
    Create order in Infusionsoft
  • Create product
    Create product in Infusionsoft
  • Create Task
    Create task in Infusionsoft
  • Get company details by ID
    Get company details in Infusionsoft
  • Get contact details by ID
    Get contact details in Infusionsoft
  • Get invoice by ID
    Get invoice by ID in Infusionsoft
  • Get payment plan by Invoice ID
    Get payment plan details by invoice ID in Infusionsoft
  • Get payment by ID
    Get payment by ID in Infusionsoft
  • Get payments by Invoice ID
    Get payments details by invoice ID in Infusionsoft
  • Get product details by ID
    Get product details in Infusionsoft
  • Make contact marketable
    Make contact marketable in Infusionsoft
  • Search companies Batch
    Search companies in Infusionsoft
  • Search contacts Batch
    Search contacts in Infusionsoft
  • Search credit cards Batch
    Search credit cards in Infusionsoft
  • Search invoices Batch
    Search invoices in Infusionsoft
  • Search order items Batch
    Search order items in Infusionsoft
  • Search orders Batch
    Search orders in Infusionsoft
  • Search products Batch
    Search products in Infusionsoft
  • Search tags Batch
    Search tags in Infusionsoft
  • Search tags by contact ID Batch
    Search tags by contact ID in Infusionsoft
  • Search users Batch
    Search users in Infusionsoft
  • Update company
    Update company in Infusionsoft
  • Update contact
    Update contact in Infusionsoft
  • Update note
    Update note in Infusionsoft
  • Update opportunity
    Update opportunity in Infusionsoft
  • Update order
    Update order in Infusionsoft
  • Update product
    Update product in Infusionsoft

    • Any other action you can think up

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