Managing client credentials manually in HubSpot can lead to discrepancies and costly mistakes. Integrating CertFusion with HubSpot automates this process, providing real-time updates and scalability, ensuring accurate and time-efficient credential processing. Discover how you can set up this integration in no time and streamline your client management process today.
Use Cases
Sales Representatives need to issue personalized certificates of authenticity when a high-value product is purchased through HubSpot. This integration triggers the generation of a branded certificate from CertFusion, immediately after the sales closure is recorded in HubSpot, enhancing customer trust and satisfaction.
Marketing Team needs to distribute digital certificates for webinar participation once a customer attends a full webinar hosted via HubSpot. By integrating CertFusion, certificates are automatically created and sent to attendees' emails, which can increase engagement and provide tangible value for participants' professional development.
Customer Support Specialists need to issue warranty certificates when a customer registers their product on HubSpot. This integration with CertFusion ensures that once a product registration form is submitted, a warranty certificate is automatically generated and delivered, streamlining the process and improving customer experience.
Event Managers need to send thank-you certificates to event sponsors immediately after their sponsorship payment is processed through HubSpot. By utilizing CertFusion, personalized thank-you certificates are automatically generated and sent, fostering stronger relationships and encouraging future sponsorships.
HR Recruiters need to issue employment offer letters and joining certificates when a candidate accepts a job offer through the HubSpot recruitment portal. This integration ensures that once the acceptance is recorded, CertFusion generates a formal offer letter and a welcome certificate, making the onboarding process more engaging and professional.
What CertFusion can automate with HubSpot
Real HubSpot events and commands you can chain to CertFusion through Zapier — no code required.
HubSpot Triggers
27 events
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.
Product Recently Created or Updated
Triggers when a product recently created or updated.
Deal Property Change
Triggers when a specified property is provided or updated on a Deal.
New Email Event
Triggers when all, or some specific new email event is available.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
New Engagement
Triggers when new engagement created.
New Form Submission
Triggers when a form is submitted.
New Line_item
Triggers when new line_item is available.
New Contact in List
Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).
New COS Blog Article
Triggers when a new article is added to your COS blog.
New Custom Object
Triggers when a new custom object is created.
New Deal
Triggers when a new Deal is created.
New Social Media Message
Triggers when a message is posted from HubSpot to the specified social media channel.
New Ticket Property Change
Triggers when a specified property is provided or updated on a ticket.
New Product
Triggers when new product is available.
New Ticket
Triggers when new ticket is available.
CRM Object Recently Updated
Triggers when a CRM object is recently updated.
CRM Object Property Recently Updated
Triggers when a specified property is updated on a CRM object.
New Company Property Change
Triggers when a specified property is provided or updated on a company.
New Contact Property Change
Triggers when a specified property is provided or updated on a contact.
New Custom Object Property Change
Triggers when a specified property is provided or updated on a custom object.
Updated Deal Stage
Triggers when a deal enters a specified stage.
HubSpot Actions
44 commands
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.
Create CRM Object
Creates a CRM object in HubSpot
Create Engagement
Creates a new Engagement for a contact, in HubSpot.
Create List
Creates a new list (segment) in HubSpot. Use this to organize records for segmentation, filtering, and grouping.
Create Social Media Message
Creates and immediately publishes a message on a specified social media channel.
Create Custom Object
Creates a Custom Object in HubSpot.
Create Deal Deprecated
Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.
Create Deal
Creates a Deal in HubSpot.
Delete CRM Object
Deletes a CRM object from HubSpot
Add Contact to Workflow
Adds a contact to a specific workflow.
Get Company
Gets a Company.
Get Contact
Gets a Contact.
Get Custom Object
Gets a Custom Object.
Get Deal
Gets a Deal.
Get File Public URL
Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.
Get Line_item
Gets a Line_item.
Get Product
Gets a Product.
Get Ticket
Gets a Ticket.
Create Line_item
Creates a Line_item in HubSpot.
Create COS Blog Post
Creates a blog post in your HubSpot COS blog.
Create Enterprise Event
Creates a new custom enterprise event. (Marketing Hub Enterprise plans only)
Create Product
Creates a Product in HubSpot.
Get CRM Object
Gets a CRM object from HubSpot by ID
Remove Associations
Removes associations between objects.
Remove Contact From List
Remove a contact from a specific static list. (Marketing Hub Starter plans and above)
Create Form Submission
Creates a new submission for a selected form.
Create Ticket
Creates a Ticket in HubSpot.
Update Company
Update a Company in HubSpot.
Update Contact
Update a Contact in HubSpot.
Update Deal
Update a Deal in HubSpot.
Update Line_item
Update a Line_item in HubSpot.
Update CRM Object
Updates a CRM object in HubSpot
Update Product
Update a Product in HubSpot.
Update Ticket
Update a Ticket in HubSpot.
Update Custom Object
Update a Custom Object in HubSpot.
Remove Email Subscription
Remove Email Subscription.
Upload File
Uploads a file to HubSpot File Manager.
Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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