New HubSpot deal → post to Discord
How this automation works
Align Follow Up Boss contact stages with your HubSpot deal stages. This Applet runs when a HubSpot deal moves to a new stage and updates the linked contact's stage in Follow Up Boss. It's useful for sales teams who track deals in HubSpot but manage contacts in Follow Up Boss, keeping statuses consistent without manual updates.
If
Trigger ingredients
DealId
DealName
Amount
PipelineName
PreviousStageName
NewStageName
OwnerName
ChangedAt
DealUrl
Then
Action fields
contact_id
new_stage
Services used in this Applet
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Create your own Follow Up Boss and HubSpot workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
29 triggers, queries, and actions
Contact property changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a specific property changes on any contact in your HubSpot CRM.
Deal stage changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a deal moves to a new stage in your HubSpot pipeline.
New appointment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.
New company created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new company is created in your HubSpot CRM.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.
New contact created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new contact is created in your HubSpot CRM.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new deal is created in Follow Up Boss.
New deal created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new deal is created in your HubSpot CRM.
New form submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a HubSpot form is submitted.
New note
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new note is added to a contact in Follow Up Boss.
New task
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new task is created in Follow Up Boss.
New ticket created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new support ticket is created in your HubSpot Service Hub.
Find contact by email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.
Get company details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot company, including name, domain, industry, and associated deals.
Get contact by ID
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.
Get deal details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot deal, including amount, stage, owner, and associated contacts and companies.
Get pipeline stages
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the stages of a HubSpot deal pipeline, in order.
List recent deals
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the most recent deals in your HubSpot CRM, optionally filtered by pipeline and stage.
Look up contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot contact, including email, properties, lifecycle stage, and owner.
Recent notes for contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.
Add contact to static list
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a contact to a HubSpot static list.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a note (engagement) to a contact in your HubSpot CRM.
Create contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal in your HubSpot CRM.
Create or update contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create or update a contact in your HubSpot CRM by email.
Create ticket
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new support ticket in your HubSpot Service Hub.
Update contact stage
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.
Update deal stage
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will move a deal to a different stage in your HubSpot pipeline.
Add contact to static list
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a contact to a HubSpot static list.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a note (engagement) to a contact in your HubSpot CRM.
Contact property changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a specific property changes on any contact in your HubSpot CRM.
Create contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal in your HubSpot CRM.
Create or update contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create or update a contact in your HubSpot CRM by email.
Create ticket
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new support ticket in your HubSpot Service Hub.
Deal stage changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a deal moves to a new stage in your HubSpot pipeline.
Find contact by email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.
Get company details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot company, including name, domain, industry, and associated deals.
Get contact by ID
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.
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If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Follow Up Boss and HubSpot
About Follow Up Boss
Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.
Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.
About HubSpot
HubSpot is a CRM and marketing platform for SMB-to-mid-market companies. Connect HubSpot to be notified on new contacts, deals, tickets, form submissions, and property/stage changes. Look up contacts, deals, companies, and pipelines. Create or update contacts/deals/tickets, add notes, manage list membership, and move deals through stages from your Applets.
HubSpot is a CRM and marketing platform for SMB-to-mid-market companies. Connect HubSpot to be notified on new contacts, deals, tickets, form submissions, and property/stage changes. Look up contacts, deals, companies, and pipelines. Create or update contacts/deals/tickets, add notes, manage list membership, and move deals through stages from your Applets.