Custom Fields + Hubspot CRM Integration
Use Autopilot to automate and integrate Custom Fields and Hubspot CRM.
Marketing Automation ideas to integrate Custom Fields and Hubspot CRM
Field Match to Update Field to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Mail Lob Postcard
HubSpot CRM Contact Field Match to Subscribe to Mailchimp audience
New HubSpot CRM Contact to Mail Lob Postcard
Field Match to Mail Lob Postcard to Update HubSpot Contact Field
Form Submitted to Update HubSpot Contact Field
Field Match to Add to Google Ads Audience
HubSpot CRM Deal Stage Match to Check Field to Send Delighted NPS Survey
Field Match to Update HubSpot Contact Field to AB Split
HubSpot CRM Contact Field Match to Update Field to Send Twilio SMS
Field Match to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Typeform Submitted to Update HubSpot Contact Field to Update Field
Field Match to Update HubSpot CRM Deal Stage
Field Match to Send Segment Event to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Update Field
Field Match to Update HubSpot Contact Field to Subscribe to Mailchimp audience
Field Match to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Send Twilio SMS
Field Match to Update HubSpot Contact Field to Send Mixpanel Event
HubSpot CRM Contact Field Match to Check Field to Add HubSpot CRM Deal
Showing 20 of 1170 Marketing Automation ideas using Autopilot's Custom Fields and Hubspot CRM integration.
About Custom Fields
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About Hubspot CRM
Make sure the time and effort you spend acquiring leads pays off. Automatically send leads that you generate with Autopilot to HubSpot CRM and create personalized deals. Assign deals to your sales team using round robin lead assignment, and update HubSpot CRM fields or deals based on events that occur in Autopilot or one of your connected apps. Visually create seamless marketing and sales journeys across HubSpot CRM and your other favorite apps. Trigger journeys in Autopilot when a deal stage is changed in HubSpot CRM, or a particular field is updated, so you can ensure timely action and personalized communication occurs — to help you close more deals.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Custom Fields integration.
Triggers
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
New HubSpot CRM Contact
Add any new HubSpot CRM contact to a journey.
HubSpot CRM Contact Field Match
Add a contact to a journey when a particular HubSpot CRM field meets your criteria (e.g. contains a particular word).
HubSpot CRM Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Conditions
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Actions
Update Field
Update a field to a specific value.
Add HubSpot CRM Deal
Create a contextual HubSpot CRM deal.
Update HubSpot CRM Deal Stage
Update the stage of the latest deal associated with a contact.
Update HubSpot Contact Field
Update a HubSpot contact field to a specific value.
