Heap + Hubspot CRM Integration

Use Autopilot to automate and integrate Heap and Hubspot CRM.

Marketing Automation ideas to integrate Heap and Hubspot CRM

HubSpot CRM Deal Stage Match to Remove From Facebook Custom Audience

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Heap Event to Remove From Facebook Custom Audience to Add HubSpot CRM Deal

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Heap Event to Update HubSpot Contact Field

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Heap Event to Update HubSpot CRM Deal Stage to Add to Google Ads Audience

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Heap Event to Check HubSpot CRM Deal Stage to Send Segment Event

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Heap Event to Send Mixpanel Event

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Heap Event to Add HubSpot CRM Deal

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Heap Event to Send Slack Message to Add HubSpot CRM Deal

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Heap Event to Check HubSpot CRM Deal Stage to Remove From Facebook Custom Audience

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Heap Event to Send Mixpanel Event to Add HubSpot CRM Deal

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Heap Event to Update Salesforce Field to Add HubSpot CRM Deal

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Time Trigger to Add HubSpot CRM Deal

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Heap Event to Send Slack Message

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Heap Event to Update Salesforce Field to Update HubSpot Contact Field

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New Drift Contact to Update HubSpot Contact Field

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Heap Event to Send Segment Event

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Heap Event to Send Mixpanel Event

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Heap Event to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Send Segment Event

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New HubSpot CRM Contact to Set Salesforce Campaign Member Status

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Showing 20 of 990 Marketing Automation ideas using Autopilot's Heap and Hubspot CRM integration.

About Heap

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

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 Heap integration.

Triggers

Heap Event
Add a contact to a journey when they perform a Heap event.
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 HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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 Heap and Hubspot CRM.