HubSpot Autotask

HubSpot + Autotask Integrations

Put HubSpot + Autotask to work with AI and enterprise-grade automation

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See the kind of workflows teams build with HubSpot and Autotask below — describe the exact one you want above and the Agent builds it on demand.

HubSpot + Autotask When a new company is created in Autotask, sync its details to create a corresponding company in HubSpot.
Sync newly created leads across CRM platforms When a new lead is captured in HubSpot, automatically create or update the matching contact in Autotask to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Autotask, update the corresponding opportunity stage in HubSpot for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in HubSpot, log a status update activity on the corresponding account record in Autotask. See details

Browse the full workflow library →

Looking to achieve something else with HubSpot and Autotask?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for HubSpot and Autotask

Everything HubSpot and Autotask can do inside a workflow — the triggers that start one and the actions that run when it fires.

HubSpot Explore HubSpot →

HubSpot is an inbound marketing, sales, and customer service platform that helps businesses attract and manage leads.

Triggers
New Company

Triggers when new company is available.

New Contact

Triggers when new contact is available.

CRM Object Recently Created

Triggers when a CRM object is recently created.

Company Recently Created or Updated

Triggers when a company recently created or updated.

Contact Recently Created or Updated

Triggers when a contact recently created or updated.

Line_item Recently Created or Updated

Triggers when a line_item recently created or updated.

Actions
Update Contact Subscription Preferences

Adds a contact to one or more subscription types in HubSpot.

Add Contact to List

Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

Create Company Deprecated

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company

Creates a Company in HubSpot.

Create Contact

Creates a Contact in HubSpot.

Create Associations

Creates associations between objects.

Autotask Explore Autotask →

An IT business management platform that combines professional services automation, ticketing, resource scheduling, and customer management.

Triggers
New Company

Triggers when a new company is found.

New Company "To Do" Event

Trigger when a new "To Do" event is added to a company.

New Configuration Item

Triggers when a new configuration item is found.

New Contact

Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

New Invoice

Triggers when a new invoice is found.

New Ticket

Triggers when a new ticket is found.

Actions
Create Company

Creates a company.

Create Company To-Do

Creates a new Company To-Do.

Create Contact

Creates a contact.

Create Ticket

Creates a ticket.

Create Ticket Note

Creates a ticket note.

Create Expense Report

Creates a new expense report.

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about HubSpot + Autotask

Is there a pre-built HubSpot + Autotask automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches HubSpot and Autotask's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built HubSpot or Autotask connector?

No. The Agent works whether or not HubSpot or Autotask already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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