Forms + Hubspot CRM + Slack integration

Use Autopilot to create journeys that use the Forms, Hubspot CRM and Slack integrations.

Marketing Automation ideas to integrate Forms, Hubspot CRM and Slack.

Form Submitted to Add HubSpot CRM Deal to Send Slack Message

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Form Submitted to Update HubSpot CRM Deal Stage to Send Slack Message

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Form Submitted to Check HubSpot CRM Deal Stage to Send Slack Message

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Form Submitted to Update HubSpot Contact Field to Send Slack Message

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Form Submitted to Send Slack Message to Add HubSpot CRM Deal

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Form Submitted to Send Slack Message to Update HubSpot CRM Deal Stage

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Form Submitted to Send Slack Message to Update HubSpot Contact Field

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New HubSpot CRM Contact to Has Submitted Form to Send Slack Message

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HubSpot CRM Contact Field Match to Has Submitted Form to Send Slack Message

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HubSpot CRM Deal Stage Match to Has Submitted Form to Send Slack Message

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New HubSpot CRM Contact to Has Submitted Form to Update HubSpot CRM Deal Stage

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Form Submitted to Has Submitted Form to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Has Submitted Form to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Has Submitted Form to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Has Submitted Form to Send Slack Message

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Form Submitted to Send Slack Message to Update HubSpot Contact Field

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Form Submitted to Has Submitted Form to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Submitted Form to Send Slack Message

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Form Submitted to Update HubSpot Contact Field to Send Slack Message

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HubSpot CRM Deal Stage Match to Has Submitted Form to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Submitted Form to Update HubSpot Contact Field

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Form Submitted to Has Submitted Form to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Has Submitted Form to Send Slack Message

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Form Submitted to Check HubSpot CRM Deal Stage to Send Slack Message

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New HubSpot CRM Contact to Has Submitted Form to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Has Submitted Form to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Has Submitted Form to Update HubSpot CRM Deal Stage

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Form Submitted to Update HubSpot CRM Deal Stage to Send Slack Message

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Form Submitted to Add HubSpot CRM Deal to Send Slack Message

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HubSpot CRM Contact Field Match to Has Submitted Form to Update HubSpot CRM Deal Stage

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Showing 30 journey ideas for Forms, Hubspot CRM and Slack

About the Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

About the Hubspot CRM integration

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.

About the Slack integration

Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Forms integration, Hubspot CRM integration and the Slack integration.

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
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

Has Submitted Form
Check if a contact has previously submitted a specific form.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Journey Actions

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.
Send Slack Message
Send a contextual Slack message to a Slack channel.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Forms, Hubspot CRM and Slack.