The integration empowers you to centralise data, eliminate the tedious manual work involved in managing your contacts. Use Zapier to automatically move info in and out of HubSpot and trigger tasks.

HubSpot is your all-in-one stop for all of your marketing software needs.

Key Benefits

Connecting HubSpot and Synergy provides major advantages:

Accurate data: Information stays up-to-date across both platforms
Improved efficiency: Automation eliminates duplicate data entry
Enhanced workflows: Teams collaborate seamlessly with complete visibility
Higher productivity: Staff focus on value-add tasks instead of admin work
Better customer experience: Quick coordination between sales, marketing and support
Suggested Zaps: New or Updated Contact, New or Updated Project, New or Updated Project Contact, Updated Project Status

Integrating HubSpot and Synergy takes just minutes while providing long-term productivity and performance gains. Streamline workflows and unlock growth with the power of Zapier integration.

Supported actions and triggers

Create Project

Create Personnel

Update Personnel

Create a Company

Update Company

Updated Proposal Sub-Status

Update Project Details

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Project Details Changed

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

1. Click on the Make a Zap button.
2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
3. Connect Synergy and a complementary app to Zapier.
4. Follow the steps to set up the Zapier automation, known as a Zap.
5. Test out your new Zap.
6. Data passes securely to Synergy via the PremiumAPI.
7. You’re all set! The automation runs in the background, giving you time back in your day.

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

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Hubspot & Synergy

Streamline workflows and unlock growth with the power of Zapier.

Key Benefits

Supported actions and triggers

Create Project

Create Personnel

Update Personnel

Create a Company

Update Company

Updated Proposal Sub-Status

Update Project Details

New Project

New or Updated Company

New or Updated Personnel

Updated Project Status

New Project Contact

Project Details Changed

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

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