HubSpot SmartTask

HubSpot + SmartTask Integrations

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

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

HubSpot + SmartTask When a new contact is added in SmartTask, sync their contact record over to HubSpot CRM.
Build client onboarding hubs for won deals When a deal is won in HubSpot, automatically create a page from a template in SmartTask to house client handoff and onboarding materials. See details
Log meeting summary documents to contact timelines When a document is published in SmartTask, automatically log an activity on the corresponding contact in HubSpot so sales reps stay updated. See details
Sync document statuses with sales deal stages When a deal stage changed in HubSpot, automatically update the matching project record status in SmartTask to keep cross-functional teams informed. See details

Browse the full workflow library →

Looking to achieve something else with HubSpot and SmartTask?

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 SmartTask

Everything HubSpot and SmartTask 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.

SmartTask Explore SmartTask →

An all-in-one productivity and task management tool for managing team projects, daily tasks, and business workflows.

Triggers
New Contact

Triggers when a new contact is added to the organization

On Task Completion

Triggers when a task is marked completed.

New Task in Project

Triggers when a new task is added to the project.

Actions
Create Contact

Creates a Contact

Create Task

Creates a new task

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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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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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Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about HubSpot + SmartTask

Is there a pre-built HubSpot + SmartTask automation?

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

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

No. The Agent works whether or not HubSpot or SmartTask 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.

Can closing a deal automatically spin up an onboarding document?

Yes, winning a deal in HubSpot can automatically create a client onboarding hub from a template in SmartTask.

How can published client docs update our sales records?

Publishing research notes or customer documents in SmartTask can automatically log activities on contact profiles in HubSpot.

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