Forms + Smart Segments + Hubspot CRM integration

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

Marketing Automation ideas to integrate Forms, Smart Segments and Hubspot CRM.

Smart Segment Trigger to Has Submitted Form to Add HubSpot CRM Deal

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Smart Segment Trigger to Has Submitted Form to Update HubSpot CRM Deal Stage

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Smart Segment Trigger to Has Submitted Form to Update HubSpot Contact Field

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Smart Segment Trigger to Has Submitted Form to Update HubSpot CRM Deal Stage

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Smart Segment Trigger to Has Submitted Form to Update HubSpot Contact Field

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Smart Segment Trigger to Has Submitted Form to Add HubSpot CRM Deal

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Showing 6 journey ideas for Forms, Smart Segments and Hubspot CRM

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 Smart Segments integration

Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.

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.

Create your own marketing automation journey

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

Journey Triggers

Form Submitted
Add a contact to a journey when they submit a form.
Smart Segment Trigger
Add contacts on a smart segment to a journey.
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.

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, Smart Segments and Hubspot CRM.