Assign follow-up tasks when new leads arrive

When a new lead is created in HubSpot, automatically generate a review task in Jostle for the assigned account executive.

Try:

See all Jostle + HubSpot integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Jostle Explore Jostle →

Triggers

New post or update shared

Fires when a new post or update is shared in Jostle.

New comment or review

Fires when someone comments on or reviews an item in Jostle.

Task assigned

Fires when a task is assigned to someone in Jostle.

Actions

Create a post or update

Posts an update or announcement in Jostle.

Create a task

Creates a new task in Jostle.

Create a project or space

Creates a new project or workspace in Jostle.

Share a file or folder

Shares a file or folder in Jostle.

HubSpot Explore HubSpot →

Triggers

New contact or lead

Fires when a new contact or lead is added to HubSpot.

Contact updated

Fires when a field on a contact changes in HubSpot.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in HubSpot.

Deal won

Fires when a deal is marked won in HubSpot.

Actions

Create or update contact

Creates or updates a contact in HubSpot.

Create deal

Creates a new deal in HubSpot.

Update record stage

Moves a deal or record to a new stage in HubSpot.

Log activity

Logs a call, email, or note against a record in HubSpot.

Create onboarding projects for closed-won deals When a deal is marked as won in HubSpot, automatically create a dedicated project space in Jostle for customer onboarding. See details

Log deal activities from team feedback When a new comment or review is posted in Jostle, automatically log a note on the associated deal in HubSpot. See details

See all Jostle + HubSpot integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Assign follow-up tasks when new leads arrive” between Jostle and HubSpot?

Yes — describe it in the box above and Knit's Integrations Agent researches Jostle and HubSpot's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

Why should sales teams connect HubSpot to Jostle?

Integrating HubSpot and Jostle ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.

Can updates made in Jostle sync back to customer deals in HubSpot?

Yes, when team members comment or share updates in Jostle, relevant deal stages or activities in HubSpot can be automatically updated.