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Dovetail + HubSpot Integrations

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Connect Dovetail to HubSpot
Example workflows
Inspirational workflows
Triggers and actions
Dovetail + your other apps
HubSpot + your other apps
Related blog posts
FAQ

Dovetail + HubSpot integrations

Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Overview

Connect Dovetail to HubSpot in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, HubSpot, and many other popular SaaS applications.

Check below for example workflows using Dovetail and HubSpot, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Dovetail + HubSpot workflows

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Automatically create note in Dovetail for each message received in HubSpot

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Update note automatically in Dovetail for each form submission received in HubSpot

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Delete note automatically in Dovetail for each record added in HubSpot

Try it

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Automatically create insight in Dovetail for each record added in HubSpot

Try it

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Update note automatically in Dovetail for each message received in HubSpot

Try it

Inspirational workflows

Visit the template gallery ➔

Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.

Sales

Relay.app workflow screenshot: Demo Request Qualifier

Lead enricher

CRM

Relay.app workflow screenshot: Lead enricher

Create HubSpot Task from Form Submission

Dovetail Triggers

No Dovetail triggers yet

Request trigger

HubSpot Actions

Conversations

Reply to message

Form submission

Find form submissions

schedule

Wait for form submission

Marketing

description

Create form response

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find associated records

playlist_remove

Remove record from list

edit

Update record

Owner

Find owner(s)

Pipeline Stage Query

Find stage by name

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

Dovetail Actions

Contact

add

Create contact

Insight

add

Create insight

Find insight(s)

edit

Update insight

Note

add

Create note

Find note(s)

edit

Update note

Other

delete

Delete insight

delete

Delete note

Create your own HubSpot + Dovetail integration

Select a trigger in HubSpot

Select an action in Dovetail

Create your workflow

Connect Dovetail to your other apps

Or connect HubSpot to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Dovetail to HubSpot with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Dovetail or HubSpot to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Dovetail and HubSpot to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Dovetail to HubSpot?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Dovetail and HubSpot—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

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@typeoneerror

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