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CRM

HubSpot + Scanny AI

A leading inbound marketing, sales, and CRM platform with free tools for small businesses and robust enterprise features.

Available Triggers & Actions

Triggers

  • New Contact

    Triggers when a new contact is created

  • New Deal

    Triggers when a new deal is created

  • Deal Stage Changed

    Triggers when a deal moves stages

Actions

  • Create Contact

    Create a new contact record

  • Update Contact

    Update contact information

  • Create Deal

    Create a new deal/opportunity

Integration Features

Automatic Sync

Documents are automatically processed and synced in real-time.

Smart Extraction

AI-powered data extraction with custom field mapping.

Scheduled Workflows

Set up automated workflows to run on your schedule.

Secure Connection

Enterprise-grade security with encrypted data transfer.

Popular HubSpot Workflows

View all workflows

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