Add Hubspot Automations in Projects to Automate CRM Processes

Welcome to Kroolo, the smart productivity powerhouse. Here’s a step-by-step guide for setting up CRM automations with HubSpot.

Open Kroolo and click on your project.

In your project, look at the top-right corner and click on the Automation option.

Click on Browse to explore available automation options.

Scroll to the bottom and click on HubSpot to access its automations.

Review the available HubSpot automations. For example, you can set up an automation that creates a new company whenever a task is completed.

Click on When task completed, then create company.

Click Connect to link your HubSpot account.

In the popup, enter the Company Details required for the automation.

Provide the Domain Name of the company.

Enter the Company Name.

Choose the relevant Industry for the company from the dropdown list.

Select the City and then click Save to finalize the automation.

Close the popup to return to your project view.

After finishing a task, click Mark as Done. This triggers the automation to add the company to the CRM.

Go to CRM > Companies to see the new company added automatically.

Now you’ve set up an automation in Kroolo that updates your HubSpot CRM whenever a task is completed.

Explore additional automations to boost productivity and streamline CRM processes.