Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate HubSpot with FYI - no code necessary. See how you can get setup in minutes.
100%
Help
HubSpot
HubSpot
1. Choose trigger event
FYI
FYI
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create or Update Client" in FYI.
You’re connected!
Zapier seamlessly connects HubSpot and FYI, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create CRM Object
Creates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Object Type
Required
Processing Type
Required
Folder ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Deal
Creates a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Workflow Name
Required
Contact's Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Line_item ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Ticket ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Blog URL
Required
Blog Author
Required
Publish This Post?
Required
Blog Post URL
Required
Blog Post Title
Required
Blog Post Content
Required
Meta Description
Required
Featured image URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Product
Creates a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove Associations
Removes associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Form
Required
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Company
Update a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Deal
Update a Deal in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update CRM Object
Updates a CRM object in HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Ticket
Update a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Contact Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find CRM Object
Finds CRM objects by searching with filters
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner email
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Owner Id
Required
Search among deactivated owners
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Name
Required
Note
Company
Contact
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Name
Required
Client Email
User Email
Client Code
Export Code
XPM ID
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Create job if it doesn’t exist yet
Required
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
HTML
Required
Source
Client Email
User Email
Client Code
Export Code
XPM ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Email
FYI Client ID
Client Code
Export Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use HubSpot and FYI with AI agents and code
Beyond Zap workflows. Call HubSpot and FYI actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and FYI actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Create or Update Client
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use HubSpot and FYI
Log client interactions for better tracking.
When a client record is updated in HubSpot, Zapier creates or updates a document in FYI for tracking purposes. This ensures a comprehensive and organized log for IT service interactions, minimizing errors and improving accessibility.
Archive lead follow-up emails based on HubSpot forms
When a form is submitted in HubSpot by a prospective lead, Zapier creates a corresponding file note in FYI for record-keeping. This automation ensures all lead communication is systematically archived, improving organization and enhancing follow-up efficiency.
Level up your HubSpot to FYI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + FYI integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and FYI
How can I integrate HubSpot with FYI using your platform?
To integrate HubSpot with FYI, you would typically use triggers and actions. For example, a trigger in HubSpot could be a new contact added, which then triggers an action in FYI, such as organizing the document storage related to that contact. Our platform facilitates this seamless connection without requiring any coding.
What specific triggers from HubSpot can be used to start actions in FYI?
Some common triggers from HubSpot include when a new contact is created, a deal stage is updated, or an email is opened. These events can initiate actions within FYI, like archiving emails or updating document repositories.
Is it possible to track email opens in HubSpot and reflect this in FYI automatically?
Yes, if you set up email open as a trigger in HubSpot through our platform, you can have this event automatically update records or documents related to that client within FYI.
Can we automate file organization in FYI based on activities or deals managed in HubSpot?
Absolutely! For instance, when a deal moves stages in HubSpot, our integration allows for automatic categorization and organization of files related to that deal within FYI. This enables better document management without manual effort.
Do I need any technical skills to connect HubSpot with FYI on your platform?
No technical skills are required. We've designed the integration process to be user-friendly and intuitive. You just need an account for both applications and follow our step-by-step guide for setting up the desired triggers and actions.
What are some practical examples of using this integration day-to-day?
A practical example would be automatically syncing new client information from HubSpot to FYI's document management system so sales teams always have access to the latest documents whenever a client record is updated in HubSpot.
Are there limitations on what data can be transferred between HubSpot and FYI through your integration?
While most data types are supported such as contacts, deals, and emails for triggers and file management actions - certain custom fields might require additional configuration. However, most standard needs are covered by our existing capabilities.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
