HubSpot CRM – Files, Workflows, Events

Estimated reading time: 12 min

What your automation will do…

A connection to your HubSpot account is needed so we can sync it with our platform.
Refer to HubSpot CRM – connection.
You can include between 1 and 255 Methods to build complex Flows.

HUBSPOT HubSpot CRM - Files, Workflows, Events

HubSpot’s File Manager is a centralized storage tool on the platform that assists users in managing and organizing different files, such as images, documents, and assets utilized in marketing, sales, and service tasks. It is particularly beneficial for storing assets such as logos, PDFs, and videos for marketing efforts, blogs, and landing pages.
 
Use Wiresk to automate file handling, such as:

  • Automatically creating folders when a new project or campaign is initiated.
  • Uploading and organizing assets directly from Flows.
  • Retrieving and using stored assets in marketing emails, landing pages, or social media posts.
HUBSPOT HubSpot CRM - Files, Workflows, Events

Use workflows in HubSpot CRM to automate your marketing, sales, and service processes.
Set enrollment criteria to enroll specific records or manually enroll your contacts.

HUBSPOT HubSpot CRM - Files, Workflows, Events
Require Developer API Key & App ID in app connection, refer to the Advanced connection steps.


After setting up your Flow, you can choose to:

  • Run once”, your Flow will run only a single time. You can use this function to test your Flow.
  • Run Scheduler” will automate your Flows with the recurrence rule you previously defined.


For more details, refer to How to run a Flow tutorial in our Help Center.
 
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.


Learn more about Wiresk, explore our user guide.

If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.