Hubspot CRM + Intercom + Custom Fields integration

Use Autopilot to create journeys that use the Hubspot CRM, Intercom and Custom Fields integrations.

Marketing Automation ideas to integrate Hubspot CRM, Intercom and Custom Fields.

Add Intercom Tag to Add HubSpot CRM Deal to Update Field

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Add Intercom Tag to Update HubSpot CRM Deal Stage to Update Field

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Add Intercom Tag to Check HubSpot CRM Deal Stage to Update Field

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Add Intercom Tag to Update HubSpot Contact Field to Update Field

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Add Intercom Tag to Update Field to Add HubSpot CRM Deal

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Add Intercom Tag to Update Field to Update HubSpot CRM Deal Stage

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Add Intercom Tag to Update Field to Update HubSpot Contact Field

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Add Intercom Tag to Check Field to Add HubSpot CRM Deal

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Add Intercom Tag to Check Field to Update HubSpot CRM Deal Stage

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Add Intercom Tag to Check Field to Update HubSpot Contact Field

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New Intercom User to Add HubSpot CRM Deal to Update Field

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New Intercom User to Update HubSpot CRM Deal Stage to Update Field

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New Intercom User to Check HubSpot CRM Deal Stage to Update Field

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New Intercom User to Update HubSpot Contact Field to Update Field

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New Intercom User to Update Field to Add HubSpot CRM Deal

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New Intercom User to Update Field to Update HubSpot CRM Deal Stage

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New Intercom User to Update Field to Update HubSpot Contact Field

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New Intercom User to Check Field to Add HubSpot CRM Deal

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New Intercom User to Check Field to Update HubSpot CRM Deal Stage

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New Intercom User to Check Field to Update HubSpot Contact Field

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New Intercom Lead to Add HubSpot CRM Deal to Update Field

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New Intercom Lead to Update HubSpot CRM Deal Stage to Update Field

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New Intercom Lead to Check HubSpot CRM Deal Stage to Update Field

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New Intercom Lead to Update HubSpot Contact Field to Update Field

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New Intercom Lead to Update Field to Add HubSpot CRM Deal

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New Intercom Lead to Update Field to Update HubSpot CRM Deal Stage

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New Intercom Lead to Update Field to Update HubSpot Contact Field

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New Intercom Lead to Check Field to Add HubSpot CRM Deal

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New Intercom Lead to Check Field to Update HubSpot CRM Deal Stage

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New Intercom Lead to Check Field to Update HubSpot Contact Field

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Intercom Tag to Add HubSpot CRM Deal to Update Field

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Intercom Tag to Update HubSpot CRM Deal Stage to Update Field

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Intercom Tag to Check HubSpot CRM Deal Stage to Update Field

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Intercom Tag to Update HubSpot Contact Field to Update Field

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Intercom Tag to Update Field to Add HubSpot CRM Deal

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Intercom Tag to Update Field to Update HubSpot CRM Deal Stage

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Intercom Tag to Update Field to Update HubSpot Contact Field

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Intercom Tag to Check Field to Add HubSpot CRM Deal

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Intercom Tag to Check Field to Update HubSpot CRM Deal Stage

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Intercom Tag to Check Field to Update HubSpot Contact Field

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Add Intercom Tag to Update Field to Add HubSpot CRM Deal

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New Intercom Lead to Check Field to Add HubSpot CRM Deal

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Add Intercom Tag to Check Field to Add HubSpot CRM Deal

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Add Intercom Tag to Update Field to Update HubSpot CRM Deal Stage

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Intercom Tag to Update HubSpot CRM Deal Stage to Update Field

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New Intercom User to Update HubSpot CRM Deal Stage to Update Field

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New Intercom User to Check HubSpot CRM Deal Stage to Update Field

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New Intercom User to Update HubSpot Contact Field to Update Field

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New Intercom User to Add HubSpot CRM Deal to Update Field

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New Intercom User to Check Field to Update HubSpot Contact Field

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New Intercom Lead to Check Field to Update HubSpot Contact Field

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New Intercom User to Check Field to Add HubSpot CRM Deal

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New Intercom User to Update Field to Add HubSpot CRM Deal

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New Intercom Lead to Update Field to Add HubSpot CRM Deal

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Intercom Tag to Check HubSpot CRM Deal Stage to Update Field

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New Intercom User to Update Field to Update HubSpot Contact Field

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Add Intercom Tag to Check Field to Update HubSpot Contact Field

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New Intercom User to Update Field to Update HubSpot CRM Deal Stage

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Add Intercom Tag to Update Field to Update HubSpot Contact Field

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Intercom Tag to Check Field to Update HubSpot CRM Deal Stage

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Showing 60 journey ideas for Hubspot CRM, Intercom and Custom Fields

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 Intercom integration

Combine the power of Intercom and Autopilot and create a seamless experience for your leads and users. You can add new Intercom leads and users to Autopilot automatically, trigger Autopilot journeys when someone is tagged in Intercom, add Autopilot contacts to Intercom, and tag leads or users in Intercom based on what occurs in an Autopilot journey, so you can take a follow-up action in Intercom.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Intercom integration and the Custom Fields 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.
Add Intercom Tag
Tag an Intercom lead or user.
New Intercom User
Add any new Intercom user to a journey.
New Intercom Lead
Add any new Intercom lead to a journey.
Intercom Tag
Add an Intercom lead or user to a journey when they are tagged in Intercom.
Field Match
Add a contact to a journey when a particular field's value meets your criteria (e.g. contains a particular word).

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.

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 Hubspot CRM, Intercom and Custom Fields.