Hubspot CRM + LiveChat + Wufoo integration

Use Autopilot to create journeys that use the Hubspot CRM, LiveChat and Wufoo integrations.

Marketing Automation ideas to integrate Hubspot CRM, LiveChat and Wufoo.

LiveChat Tag to Has Submitted Wufoo Form to Add HubSpot CRM Deal

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LiveChat Tag to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage

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LiveChat Tag to Has Submitted Wufoo Form to Update HubSpot Contact Field

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LiveChat Tag to Has Submitted Wufoo Form to Update HubSpot CRM Deal Stage

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LiveChat Tag to Has Submitted Wufoo Form to Add HubSpot CRM Deal

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LiveChat Tag to Has Submitted Wufoo Form to Update HubSpot Contact Field

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Showing 6 journey ideas for Hubspot CRM, LiveChat and Wufoo

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 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.

About the Wufoo integration

Wufoo is an online HTML form builder that helps anyone create beautiful contact forms, online surveys and event registrations without writing a single line of code. Autopilot has this same capability with Capture forms. These can automatically submit leads into playbooks so you can follow up with email marketing campaigns and segment your customers based on their responses.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, LiveChat integration and the Wufoo 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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
New Wufoo Form Submitted
Add a contact to a journey when they submit a Wufoo form.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Has Submitted Wufoo Form
Check if a contact has previously submitted a specific Wufoo form.

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.

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, LiveChat and Wufoo.