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CRM & Contacts

When a task is updated in FluentBoards, update a deal in HubSpot CRM

When a task changes in FluentBoards, FlowMattic updates the matching HubSpot deal so your sales pipeline always mirrors your project progress.

FluentBoardsFluentBoards HubSpot CRMHubSpot CRM
~5 min setup used by 1.4k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

FluentBoards → HubSpot CRM
2 steps
FluentBoards
TRIGGER
FluentBoards · Task Updated
The workflow starts automatically when a task is updated in FluentBoards. FlowMattic captures that data for the steps below.
HubSpot CRM
ACTION
HubSpot CRM · Update Deal
HubSpot CRM — updates an exisitng deal in HubSpot. Data is mapped from earlier steps; connect your HubSpot CRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.