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Connect HubSpot to Overloop

Automate workflows and sync data between HubSpot and Overloop with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect HubSpot & Overloop?

Intelligent Automation Workflows

Leverage 12 available triggers from HubSpot to execute 23 targeted actions in Overloop automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps HubSpot and Overloop perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between HubSpot and Overloop for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

HubSpot logo

HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

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New Company Property Change

Emit new event when a specified property is provided or updated on a company. See the documentation

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New Contact Added to List

Emit new event when a contact is added to a HubSpot list. See the documentation

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New Contact Property Change

Emit new event when a specified property is provided or updated on a contact. See the documentation

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New Custom Object Property Change

Emit new event when a specified property is provided or updated on a custom object.

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New Deal In Stage

Emit new event for each new deal in a stage.

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New Deal Property Change

Emit new event when a specified property is provided or updated on a deal. See the documentation

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New Email Event

Emit new event for each new Hubspot email event.

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New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

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New Engagement

Emit new event for each new engagement (call, email, meeting, note, postal mail, or task) created. Per-activity docs: Calls Emails Meetings Notes Postal Mail Tasks See the documentation

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New Events

Emit new event for each new Hubspot event. Note: Only available for Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, or CMS Hub Enterprise accounts

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New Form Submission

Emit new event for each new submission of a form.

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Actions (24)

Add Comment

Adds a comment to a thread. See the documentation

Add Contact to List

Adds a contact to a specific static list. See the documentation

Add Note to Contact

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archive Thread

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Batch Create Companies

Create a batch of companies in Hubspot. See the documentation

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email. See the documentation

Batch Update Companies

Update a batch of companies in Hubspot. See the documentation

Batch Upsert Companies

Upsert a batch of companies in Hubspot. See the documentation

Clone Marketing Email

Clone a marketing email in HubSpot. See the documentation

Clone Site Page

Clone a site page in Hubspot. See the documentation

Create a New Workflow

Create a new workflow. See the documentation

Create Association

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create Associations

Create associations between objects. See the documentation

Create Blog Post

Creates a new blog post in HubSpot. See the documentation

Create Communication

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create Company

Create a company in Hubspot. See the documentation

Create Contact Workflow

Create a contact workflow in Hubspot. See the documentation

Create CRM Object

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create Custom Object

Create a new custom object in Hubspot. See the documentation

Create Deal

Create a deal in Hubspot. See the documentation

Create Engagement

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create Form

Create a form in HubSpot. See the documentation

Create Landing Page

Create a landing page in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation

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Overloop

Triggers (12)

New Campaign Created

Emit new event each time a campaign is created. See the docs

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New Contact Created

Emit new event each time a contact is created. See the docs

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New Contact Replied

Emit new event each time a contact replies to an email or LinkedIn message. See the docs

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New Deal Created

Emit new event each time a deal is created. See the docs

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New Deal Lost

Emit new event each time a deal is lost. See the docs

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New Deal Won

Emit new event each time a deal is won. See the docs

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New Exclusion List Item Created

Emit new event each time an exclusion list item is created. See the docs

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New List Created

Emit new event each time a list is created. See the docs

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New Organization Created

Emit new event each time an organization is created. See the docs

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New Pipeline Created

Emit new event each time a list is created. See the docs

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New Stage Created

Emit new event each time a stage is created. See the docs

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New User Created

Emit new event each time a user is created. See the docs

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Actions (23)

Add Contact to Campaign

Adds a contact to a campaign. See the docs

Create Contact

Creates a new contact. See the docs

Create Deal

Creates a new deal. See the docs

Create Organization

Creates a new organization. See the docs

Enroll Contact

Enroll a contact in a workflow. See the docs

Enroll Deal

Enroll a deal in a workflow. See the docs

Enroll Organization

Enroll an organization in a workflow. See the docs

Exclude Contact

Add a contact to the exclusion list. See the docs

Get Contact

Retrieves a contact by id. See the docs

Get Deal

Retrieves a deal by id. See the docs

Get Organization

Retrieves an organization by id. See the docs

List Contact ID Options

Retrieves available options for the Contact ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List List Names Options

Retrieves available options for the List Names field.

List Organization ID Options

Retrieves available options for the Organization ID field.

List Stage ID Options

Retrieves available options for the Stage ID field.

List User ID Options

Retrieves available options for the User ID field.

Mark Deal as Lost

Marks a deal as lost. See the docs

Mark Deal as Won

Marks a deal as won. See the docs

Move Deal

Moves a deal. See the docs

Update Contact

Creates a new contact. See the docs

Update Deal

Updates a deal. See the docs

Update Organization

Updates an organization. See the docs

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When HubSpot trigger → Create/Update in Overloop

Most Popular
HubSpotHubSpot

Deleted Blog Posts

OverloopOverloop

Add Contact to Campaign

When Overloop trigger → Update HubSpot

Bi-directional
OverloopOverloop

New Campaign Created

HubSpotHubSpot

Add Comment

How It Works

1

Connect Apps

Authenticate your HubSpot and Overloop accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between HubSpot and Overloop with 24 public triggers available for instant updates.

Automated Actions

Execute 47 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect HubSpot and Overloop in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between HubSpot and Overloop with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Overloop to HubSpot for bidirectional automation

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All Overloop Integrations

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