Hubspot CRM + Heap Integration
Use Autopilot to automate and integrate Hubspot CRM and Heap.
Marketing Automation ideas to integrate Hubspot CRM and Heap
Heap Event to Update HubSpot CRM Deal Stage
Heap Event to Update HubSpot CRM Deal Stage to Send Segment Event
Heap Event to Remove From Facebook Custom Audience to Update HubSpot CRM Deal Stage
Heap Event to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Send Segment Event
Heap Event to Add HubSpot CRM Deal to Remove From Facebook Custom Audience
Heap Event to Send Push Notification
Heap Event to Send Email
Heap Event to Remove From Facebook Custom Audience
Heap Event to Check Headsup Status to Add HubSpot CRM Deal
Heap Event to Check HubSpot CRM Deal Stage to Mail Lob Postcard
Heap Event to Update HubSpot Contact Field to Add Trello Card
Heap Event to Add Trello Card
Heap Event to Add HubSpot CRM Deal
New HubSpot CRM Contact to Mail Lob Postcard
Heap Event to Update HubSpot CRM Deal Stage to Remove From Facebook Custom Audience
Heap Event to Check Lead Status to Update HubSpot Contact Field
Heap Event to Add Trello Card to Update HubSpot Contact Field
Heap Event to Mail Lob Postcard
Heap Event to Check HubSpot CRM Deal Stage to Add Trello Card
Showing 20 of 246 Marketing Automation ideas using Autopilot's Hubspot CRM and Heap integration.
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.
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.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in Hubspot CRM integration.
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.
Heap Event
Add a contact to a journey when they perform a Heap event.
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.
