Hubspot CRM + Salesforce Integration
Use Autopilot to automate and integrate Hubspot CRM and Salesforce.
Marketing Automation ideas to integrate Hubspot CRM and Salesforce
New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Send Push Notification
Salesforce Field Changed to Update HubSpot CRM Deal Stage to Change Score
Page Visited to Add Salesforce Task to Update HubSpot CRM Deal Stage
Facebook Lead Ad Submitted to Create Salesforce Opportunity
New HubSpot CRM Contact to Add Trello Card
New HubSpot CRM Contact to Add HubSpot CRM Deal to Create Salesforce Opportunity
New HubSpot CRM Contact to Update Salesforce Field to Update HubSpot CRM Deal Stage
Facebook Lead Ad Submitted to Update HubSpot CRM Deal Stage
Facebook Lead Ad Submitted to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Add Trello Card
Field Match to Create Salesforce Opportunity to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Has Submitted Wufoo Form to Create Salesforce Opportunity
Salesforce Campaign Trigger to Add HubSpot CRM Deal to Add to List
Form Submitted to Add HubSpot CRM Deal
Salesforce Field Changed to AB Split
New Drift Contact to Assign Salesforce Lead to Update HubSpot Contact Field
Field Match to Create Salesforce Opportunity
Salesforce Field Changed to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity
Showing 20 of 4437 Marketing Automation ideas using Autopilot's Hubspot CRM and Salesforce 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 Salesforce
Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.
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.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field 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 Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.
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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
