Hubspot (for Matters)

Integrate Hubspot (CRM) with Actionstep for opening new matters

About This Integration

Locations Available: Global

Upon winning a prospect in Hubspot, a new matter will open automatically in Actionstep with data transferred from Hubspot.

This integration allows law firms using Actionstep to manage prospects with a leading CRM and use Actionstep without manual steps and re-keying data.

The result is a single process from prospecting through to Actionstep workflows.

Native/iPaaS Requirements: iPaaS

Actionstep permissions: Partner support.

If you would like to find out more, please contact:

Stuart Flint