Connect HubSpot to Workload for Instant CRM Automation đź”—

To start building no-code workflows with HubSpot, you’ll first need to connect HubSpot to Workload. This guide shows you two quick methods—one from your dashboard and one from inside a workflow. Both take just a few clicks and a fast HubSpot sign-in.

Once connected, you can automate lead updates, contact syncs, email sends, and CRM actions. Workload passes full context from your HubSpot data, including names, email addresses, deal values, and stages.

This setup saves time and reduces manual work. It also keeps your tools in sync across apps like Slack, Gmail, Google Sheets, Notion, and hundreds more.


đź”§ Two Ways to Connect HubSpot to Workload #

You can connect HubSpot to Workload in two quick ways—either from your dashboard or directly inside a workflow. The dashboard method is best if you’re setting things up for the first time and want to link HubSpot before building automations. If you’re already working inside a workflow, you can connect HubSpot right from the step where it’s needed.


🎛️ From the Dashboard #

Open the Connections tab in the left menu and click the blue + Add Connection button

Open the Connections tab in the left-hand menu, then click the blue “+ Add Connection” button.

Find and select HubSpot from the list in the popup window

Find and select “HubSpot” from the list to Connect HubSpot to Workload.

In the new window, click Sign in to your HubSpot account

Click “Sign in to your HubSpot account” to begin and Connect HubSpot to Workload.

Enter your HubSpot passkey or password then click Log in

Enter your HubSpot password or passkey to continue.

Complete two-factor authentication (if prompted)

Enter the HubSpot two-factor authentication code to proceed.

Choose your HubSpot account from the list

Choose your HubSpot account from the list to Connect HubSpot to Workload.

Click Connect App to authorize (Note: This screen may appear only briefly before automatically redirecting to the confirmation screen.)

Click “Connect App” to authorize and Connect HubSpot to Workload.

HubSpot will now appear in your active connections list

You’ve successfully Connected HubSpot to Workload—your account now appears in the active list.

🪜 From a Workflow Step #

Add a HubSpot trigger or action to your workflow

Add a HubSpot step to your automation to begin and Connect HubSpot to Workload.

Move to the Account tab and click Sign In to begin the connection process

In the Account tab, click “Sign In” to authorize your account.

In the popup, click Sign in to your HubSpot account

Click “Sign in to your HubSpot account” to continue and Connect HubSpot to Workload.

Enter your credentials (password or passkey) and hit Log in

Sign in to HubSpot using your credentials or passkey.

Complete two-factor authentication (if prompted)

Enter your HubSpot verification code to continue.

Choose the HubSpot account you want to connect

Select your HubSpot account from the list to Connect HubSpot to Workload.

Click Connect App to authorize (Note: This screen may appear only briefly before automatically redirecting to the confirmation screen.)

Click “Connect App” to finish authorizing HubSpot.

Name your connection for easy reference

Enter a name for your connection so you can easily identify it later.

The new connection will now appear in the step’s account dropdown

You’ve successfully Connected HubSpot to Workload—your account is now linked in the workflow.

🚀 What You Can Do Once You Connect HubSpot to Workload #

Your HubSpot account is now connected to Workload. This means you can use HubSpot as a powerful trigger or action step in any automation. For example:

  • Add new HubSpot contacts to Google Sheets, Notion, or Airtable for CRM tracking
  • Send Slack alerts when deals close, contacts are updated, or forms are submitted
  • Trigger Gmail messages or marketing emails when a lead reaches a specific lifecycle stage
  • Update Salesforce records when HubSpot deal data changes
  • Sync HubSpot with Jotform, Typeform, Calendly, or Trello to build complete, end-to-end workflows

You can even chain multiple tools together with filters, conditions, and AI steps—so HubSpot becomes the hub of a truly automated system.

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