Hubspot CRM + Custom Fields + LiveChat integration
Use Autopilot to create journeys that use the Hubspot CRM, Custom Fields and LiveChat integrations.
Marketing Automation ideas to integrate Hubspot CRM, Custom Fields and LiveChat.
LiveChat Tag to Add HubSpot CRM Deal to Update Field
LiveChat Tag to Update HubSpot CRM Deal Stage to Update Field
LiveChat Tag to Check HubSpot CRM Deal Stage to Update Field
LiveChat Tag to Update HubSpot Contact Field to Update Field
LiveChat Tag to Update Field to Add HubSpot CRM Deal
LiveChat Tag to Update Field to Update HubSpot CRM Deal Stage
LiveChat Tag to Update Field to Update HubSpot Contact Field
LiveChat Tag to Check Field to Add HubSpot CRM Deal
LiveChat Tag to Check Field to Update HubSpot CRM Deal Stage
LiveChat Tag to Check Field to Update HubSpot Contact Field
LiveChat Tag to Check Field to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Check Field to Update HubSpot Contact Field
New HubSpot CRM Contact to Check Field to Add HubSpot CRM Deal
LiveChat Tag to Check Field to Update HubSpot CRM Deal Stage
LiveChat Tag to Check Field to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Check Field to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Update Field to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Check Field to Update HubSpot CRM Deal Stage
Field Match to Add HubSpot CRM Deal to Update Field
Field Match to Update Field to Add HubSpot CRM Deal
New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Update Field
HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Update Field
New HubSpot CRM Contact to Update Field to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Update Field
Field Match to Update HubSpot CRM Deal Stage to Update Field
HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Update Field
Field Match to Update HubSpot Contact Field to Update Field
HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Update Field
New HubSpot CRM Contact to Update Field to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Update Field to Add HubSpot CRM Deal
Showing 30 journey ideas for Hubspot CRM, Custom Fields and LiveChat
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 Custom Fields integration
Capture the data about your leads and customers that’s important to you. Use it to trigger journeys and personalize messages.
About the LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Custom Fields integration and the LiveChat integration.
Journey Triggers
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.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Conditions
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).
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.
Update Field
Update a field to a specific value.
