Hubspot CRM + LiveChat Integration
Use Autopilot to automate and integrate Hubspot CRM and LiveChat.
Marketing Automation ideas to integrate Hubspot CRM and LiveChat
List Trigger to Add HubSpot CRM Deal
LiveChat Tag to Update HubSpot CRM Deal Stage to Update Field
LiveChat Tag to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey
LiveChat Tag to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
LiveChat Tag to Create Salesforce Opportunity
LiveChat Tag to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
LiveChat Tag to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Update Field
LiveChat Tag to Update HubSpot Contact Field
LiveChat Tag to Check HubSpot CRM Deal Stage to Send Mixpanel Event
Field Match to Update HubSpot CRM Deal Stage
LiveChat Tag to Assign Salesforce Lead to Group
LiveChat Tag to Update HubSpot CRM Deal Stage
LiveChat Tag to Create Salesforce Opportunity
LiveChat Tag to Add HubSpot CRM Deal to Mail Lob Postcard
LiveChat Tag to Update HubSpot CRM Deal Stage to Add Trello Card
LiveChat Tag to Add HubSpot CRM Deal to Unsubscribe from Mailchimp Audience
LiveChat Tag to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
LiveChat Tag to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email
New HubSpot CRM Contact to Create Salesforce Opportunity
Showing 20 of 330 Marketing Automation ideas using Autopilot's Hubspot CRM and LiveChat 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 LiveChat
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 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.
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.
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.
