Hubspot CRM + Salesforce + Email integration
Use Autopilot to create journeys that use the Hubspot CRM, Salesforce and Email integrations.
Marketing Automation ideas to integrate Hubspot CRM, Salesforce and Email.
New HubSpot CRM Contact to Create Salesforce Opportunity to Send Email
New HubSpot CRM Contact to Assign Salesforce Lead to Send Email
New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Send Email
New HubSpot CRM Contact to Add Salesforce Task to Send Email
New HubSpot CRM Contact to Check Salesforce Field to Send Email
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send Email
New HubSpot CRM Contact to Assign Salesforce Lead to Group to Send Email
New HubSpot CRM Contact to Update Salesforce Field to Send Email
New HubSpot CRM Contact to Check Email Status to Create Salesforce Opportunity
New HubSpot CRM Contact to Check Email Status to Assign Salesforce Lead
New HubSpot CRM Contact to Check Email Status to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Check Email Status to Add Salesforce Task
New HubSpot CRM Contact to Check Email Status to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Check Email Status to Update Salesforce Field
New HubSpot CRM Contact to Send Email to Create Salesforce Opportunity
New HubSpot CRM Contact to Send Email to Assign Salesforce Lead
New HubSpot CRM Contact to Send Email to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Send Email to Add Salesforce Task
New HubSpot CRM Contact to Send Email to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Send Email to Update Salesforce Field
HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Send Email
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send Email
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Send Email
HubSpot CRM Contact Field Match to Add Salesforce Task to Send Email
HubSpot CRM Contact Field Match to Check Salesforce Field to Send Email
HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Send Email
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Send Email
HubSpot CRM Contact Field Match to Update Salesforce Field to Send Email
HubSpot CRM Contact Field Match to Check Email Status to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Check Email Status to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Check Email Status to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Check Email Status to Add Salesforce Task
HubSpot CRM Contact Field Match to Check Email Status to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Check Email Status to Update Salesforce Field
HubSpot CRM Contact Field Match to Send Email to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Send Email to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Send Email to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Send Email to Add Salesforce Task
HubSpot CRM Contact Field Match to Send Email to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Send Email to Update Salesforce Field
HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Send Email
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Send Email
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send Email
HubSpot CRM Deal Stage Match to Add Salesforce Task to Send Email
HubSpot CRM Deal Stage Match to Check Salesforce Field to Send Email
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Send Email
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Send Email
HubSpot CRM Deal Stage Match to Update Salesforce Field to Send Email
HubSpot CRM Deal Stage Match to Check Email Status to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Check Email Status to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Check Email Status to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Check Email Status to Add Salesforce Task
HubSpot CRM Deal Stage Match to Check Email Status to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Check Email Status to Update Salesforce Field
HubSpot CRM Deal Stage Match to Send Email to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Send Email to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Send Email to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Send Email to Add Salesforce Task
HubSpot CRM Deal Stage Match to Send Email to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Send Email to Update Salesforce Field
Salesforce Campaign Trigger to Add HubSpot CRM Deal to Send Email
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Send Email
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Send Email
Salesforce Campaign Trigger to Update HubSpot Contact Field to Send Email
Salesforce Campaign Trigger to Check Email Status to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Check Email Status to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Check Email Status to Update HubSpot Contact Field
Salesforce Campaign Trigger to Send Email to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Send Email to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Send Email to Update HubSpot Contact Field
Salesforce Field Changed to Add HubSpot CRM Deal to Send Email
Salesforce Field Changed to Update HubSpot CRM Deal Stage to Send Email
Salesforce Field Changed to Check HubSpot CRM Deal Stage to Send Email
Salesforce Field Changed to Update HubSpot Contact Field to Send Email
Salesforce Field Changed to Check Email Status to Add HubSpot CRM Deal
Salesforce Field Changed to Check Email Status to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Check Email Status to Update HubSpot Contact Field
Salesforce Field Changed to Send Email to Add HubSpot CRM Deal
Salesforce Field Changed to Send Email to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Send Email to Update HubSpot Contact Field
Email Activity to Add HubSpot CRM Deal to Create Salesforce Opportunity
Email Activity to Add HubSpot CRM Deal to Assign Salesforce Lead
Email Activity to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
Email Activity to Add HubSpot CRM Deal to Add Salesforce Task
Email Activity to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
Email Activity to Add HubSpot CRM Deal to Update Salesforce Field
Email Activity to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
Email Activity to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Email Activity to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Email Activity to Update HubSpot CRM Deal Stage to Add Salesforce Task
Email Activity to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Email Activity to Update HubSpot CRM Deal Stage to Update Salesforce Field
Email Activity to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Email Activity to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
Email Activity to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Email Activity to Check HubSpot CRM Deal Stage to Add Salesforce Task
Email Activity to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Email Activity to Check HubSpot CRM Deal Stage to Update Salesforce Field
Email Activity to Update HubSpot Contact Field to Create Salesforce Opportunity
Email Activity to Update HubSpot Contact Field to Assign Salesforce Lead
Email Activity to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Email Activity to Update HubSpot Contact Field to Add Salesforce Task
Email Activity to Update HubSpot Contact Field to Assign Salesforce Lead to Group
Email Activity to Update HubSpot Contact Field to Update Salesforce Field
Email Activity to Create Salesforce Opportunity to Add HubSpot CRM Deal
Email Activity to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage
Email Activity to Create Salesforce Opportunity to Update HubSpot Contact Field
Email Activity to Assign Salesforce Lead to Add HubSpot CRM Deal
Email Activity to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
Email Activity to Assign Salesforce Lead to Update HubSpot Contact Field
Email Activity to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Email Activity to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Email Activity to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Email Activity to Add Salesforce Task to Add HubSpot CRM Deal
Email Activity to Add Salesforce Task to Update HubSpot CRM Deal Stage
Email Activity to Add Salesforce Task to Update HubSpot Contact Field
Email Activity to Check Salesforce Field to Add HubSpot CRM Deal
Email Activity to Check Salesforce Field to Update HubSpot CRM Deal Stage
Email Activity to Check Salesforce Field to Update HubSpot Contact Field
Email Activity to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
Email Activity to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Email Activity to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
Email Activity to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
Email Activity to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Email Activity to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Email Activity to Update Salesforce Field to Add HubSpot CRM Deal
Email Activity to Update Salesforce Field to Update HubSpot CRM Deal Stage
Email Activity to Update Salesforce Field to Update HubSpot Contact Field
Salesforce Campaign Trigger to Send Email to Add HubSpot CRM Deal
New HubSpot CRM Contact to Send Email to Update Salesforce Field
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Create Salesforce Opportunity
New HubSpot CRM Contact to Update HubSpot Contact Field to Assign Salesforce Lead
Salesforce Campaign Trigger to Update HubSpot Contact Field to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Assign Salesforce Lead to Update HubSpot Contact Field
Salesforce Campaign Trigger to Check Salesforce Field to Add HubSpot CRM Deal
New HubSpot CRM Contact to Update HubSpot Contact Field to Update Salesforce Field
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
Email Activity to Add Salesforce Task to Add HubSpot CRM Deal
Salesforce Field Changed to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Add HubSpot CRM Deal to Update Salesforce Field
HubSpot CRM Contact Field Match to Add Salesforce Task to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Update HubSpot Contact Field
New HubSpot CRM Contact to Check Salesforce Field to Update HubSpot Contact Field
Email Activity to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Send Email to Set Salesforce Campaign Member Status
Salesforce Field Changed to Check Salesforce Field to Update HubSpot Contact Field
Email Activity to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
Showing 148 journey ideas for Hubspot CRM, Salesforce and Email
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 Salesforce integration
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.
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Salesforce integration and the Email 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.
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).
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
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.
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.
Send Email
Send a contact a personalized marketing or transactional email.
