Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate HubSpot CRM with OpenAsset in countless different ways!
For example, you can:
- Create a new project in OpenAsset when a deal stage changes to "closed".
- Update project fields in OpenAsset with key data from deals.
It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.
- Create a Zapier account. You can create an account for free!
- Create an integration. Below are some sample integrations you could try out.
Create project when HubSpot CRM deal stage changes
This Zapier integration will create a new project in OpenAsset when a HubSpot CRM deal changes to a particular stage (e.g. it is closed / won).
It will have a single trigger and action.
First, pick the stage you want to trigger on.
You could set the project code in OpenAsset using the deal ID in HubSpot CRM, and the project name using the deal name. Use the field picker on the right hand side of the text box to map the data from a sample deal.
Remember to make sure it is turned on.
Update project fields from deal data
To map more fields to an OpenAsset project than just the code or name, you could add more actions by editing a Zap and clicking "Add a Step".
Pick the OpenAsset app.
Click "show less common options"
Choose "Update Project Fields".
To map the project Id, choose "Use a Custom Value"
Pick the "ID" field from the "Create Project" step.
Now map any fields you want to update.
Remember to turn your Zap back on at the end.
It will have 3 stages.