CompanyHub + Halopsa Integration

Connect CompanyHub to Halopsa in 1 click

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1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
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2.

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Ready Workflows Ready Workflows   for CompanyHub + Halopsa Integration

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Most popular automationsmost-popular-automations
Halopsa + CompanyHub Integration

Create CompanyHub contact from new Halopsa ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in CompanyHub. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - CompanyHub integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in CompanyHub.

This makes it easy to keep track of your support tickets and contacts in one place.
See more
CompanyHub + Halopsa Integration

Create Halopsa ticket for new CompanyHub deal

CompanyHub is a great tool for managing customer relationships. However, when an deal is created in CompanyHub, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Halopsa whenever an deal is created in CompanyHub. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Automations

Top 10 Most Popular CompanyHub Automations from
Integrately Community

Just click on the workflow you want to automate

CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
Activate
CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
Activate
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
Activate
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
Activate
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
Activate
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
Activate
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
Activate
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
Activate
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
Activate
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
Activate
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
Activate
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
Activate
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CompanyHub
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.
Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.