Plutio + HubSpot Integration (2026)

Popular automations

What you can sync between HubSpot and Plutio

The HubSpot-Plutio connection bridges your sales pipeline and project delivery. Deals become projects, contacts sync between systems, and both teams stay aligned without manual data entry.

Closed deals become projects

When a deal moves to "Closed Won" in HubSpot, Zapier creates a project in Plutio with the deal name, client contact, deal value as the project budget, and any custom properties you want to transfer. Your delivery team sees new work immediately without waiting for a sales handoff email.

Contacts sync automatically

New HubSpot contacts can create Plutio contacts, or new Plutio clients can create HubSpot contacts. Keep both databases current without importing and exporting CSV files. When you update a contact in one system, create an automation to update the other.

Project completion updates deals

When work finishes in Plutio, update the HubSpot deal to reflect delivery status. Your sales team sees which projects completed, which are in progress, and which clients might be ready for follow-up work. The CRM stays accurate without sales asking delivery for status updates.

Activities create tasks

Log a call in HubSpot and create a follow-up task in Plutio. Or complete a task in Plutio and log the activity in HubSpot. Both teams see the same client interaction history regardless of which tool they use daily.

Custom property mapping

HubSpot's custom properties can map to Plutio's custom fields. Industry, project type, priority level, or any other data you track in HubSpot can transfer to Plutio projects for filtering and reporting.

How do I keep contacts in sync between systems?

Create separate automations for each direction: HubSpot contacts to Plutio, and Plutio clients to HubSpot. Each direction requires its own workflow.

HubSpot to Plutio

When new contacts are created in HubSpot, add them to Plutio with name, email, phone, and company. Use a filter to only sync contacts that meet certain criteria, like having a specific lifecycle stage or being associated with a deal. Avoid syncing every contact if your HubSpot has thousands of old leads.

Plutio to HubSpot

When you add a new client in Plutio, create or update the contact in HubSpot. Your sales team sees the client in their CRM even if they never touched the deal. Useful when delivery discovers opportunities for additional work or referrals.

Handling duplicates

Zapier can search for existing contacts before creating new ones. If a contact with that email exists, update it instead of creating a duplicate. Lookup steps require Zapier's paid plan but prevent messy duplicate data in both systems.

Start with one direction (usually HubSpot to Plutio for new deals) and add the reverse direction later if needed. Bidirectional sync adds complexity that may not be necessary for your workflow.

How do I connect HubSpot to Plutio?

Use Zapier to bridge HubSpot and Plutio. Choose what HubSpot event starts the automation, choose what Plutio action happens, map the fields, and activate.

Step by step setup

• Step 1: Create a free Zapier account at zapier.com if you do not have one. Sign in and click "Create" to start a new automated workflow.
• Step 2: Choose HubSpot as the starting app. Select "Deal Stage Changed" as the event for project creation from closed deals.
• Step 3: Connect your HubSpot account when Zapier prompts. Grant Zapier access to your deals, contacts, and companies.
• Step 4: Add a Filter step to only continue when the deal stage equals "Closed Won." Skip deals in other stages.
• Step 5: Choose Plutio as the action app. Select "Create Project" to create new projects from deals.
• Step 6: Connect your Plutio account. Map HubSpot fields to Plutio fields: deal name becomes project name, deal amount becomes budget, associated contact becomes client.
• Step 7: Test the workflow with a real closed deal. Verify the project appears correctly in Plutio, then activate the automation.

Create a test deal in HubSpot and move it to "Closed Won" to verify the automation works. Delete the test project and deal after confirming success.

What if my HubSpot automation breaks?

Check Zapier's Task History first because the log shows exactly which sync failed and why. Most issues come from missing required fields or authentication expiration.

Common issues and fixes

• "Required field missing": The HubSpot deal may not have all the data Plutio needs. Check that deals have client contacts associated and required custom properties filled in.
• "Connection expired": HubSpot or Plutio authentication tokens expire periodically. Go to Zapier's My Apps section, disconnect the app, and reconnect it.
• "Over task limit": You hit Zapier's free tier limit of 100 runs. Upgrade to a paid plan or wait until next month when the limit resets.
• "Contact not found": The deal may not have an associated contact. Use a filter step to skip deals without contacts, or make the client field optional in your mapping.
• "Duplicate project created": A deal may have changed stages multiple times. Add a filter to check if a project with that name already exists (requires paid Zapier).

Turning off the automation does not delete your Plutio projects. All projects created before disconnecting remain exactly where they are.