Hubspot CRM + Salesforce + Forms integration
Use Autopilot to create journeys that use the Hubspot CRM, Salesforce and Forms integrations.
Marketing Automation ideas to integrate Hubspot CRM, Salesforce and Forms.
New HubSpot CRM Contact to Has Submitted Form to Create Salesforce Opportunity
New HubSpot CRM Contact to Has Submitted Form to Assign Salesforce Lead
New HubSpot CRM Contact to Has Submitted Form to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Has Submitted Form to Add Salesforce Task
New HubSpot CRM Contact to Has Submitted Form to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Has Submitted Form to Update Salesforce Field
HubSpot CRM Contact Field Match to Has Submitted Form to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Has Submitted Form to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Has Submitted Form to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Has Submitted Form to Add Salesforce Task
HubSpot CRM Contact Field Match to Has Submitted Form to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Has Submitted Form to Update Salesforce Field
HubSpot CRM Deal Stage Match to Has Submitted Form to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Has Submitted Form to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Has Submitted Form to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Has Submitted Form to Add Salesforce Task
HubSpot CRM Deal Stage Match to Has Submitted Form to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Has Submitted Form to Update Salesforce Field
Salesforce Campaign Trigger to Has Submitted Form to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Has Submitted Form to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Has Submitted Form to Update HubSpot Contact Field
Salesforce Field Changed to Has Submitted Form to Add HubSpot CRM Deal
Salesforce Field Changed to Has Submitted Form to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Has Submitted Form to Update HubSpot Contact Field
Form Submitted to Add HubSpot CRM Deal to Create Salesforce Opportunity
Form Submitted to Add HubSpot CRM Deal to Assign Salesforce Lead
Form Submitted to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
Form Submitted to Add HubSpot CRM Deal to Add Salesforce Task
Form Submitted to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
Form Submitted to Add HubSpot CRM Deal to Update Salesforce Field
Form Submitted to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
Form Submitted to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Form Submitted to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Form Submitted to Update HubSpot CRM Deal Stage to Add Salesforce Task
Form Submitted to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Form Submitted to Update HubSpot CRM Deal Stage to Update Salesforce Field
Form Submitted to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Form Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
Form Submitted to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Form Submitted to Check HubSpot CRM Deal Stage to Add Salesforce Task
Form Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Form Submitted to Check HubSpot CRM Deal Stage to Update Salesforce Field
Form Submitted to Update HubSpot Contact Field to Create Salesforce Opportunity
Form Submitted to Update HubSpot Contact Field to Assign Salesforce Lead
Form Submitted to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Form Submitted to Update HubSpot Contact Field to Add Salesforce Task
Form Submitted to Update HubSpot Contact Field to Assign Salesforce Lead to Group
Form Submitted to Update HubSpot Contact Field to Update Salesforce Field
Form Submitted to Create Salesforce Opportunity to Add HubSpot CRM Deal
Form Submitted to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage
Form Submitted to Create Salesforce Opportunity to Update HubSpot Contact Field
Form Submitted to Assign Salesforce Lead to Add HubSpot CRM Deal
Form Submitted to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
Form Submitted to Assign Salesforce Lead to Update HubSpot Contact Field
Form Submitted to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Form Submitted to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Form Submitted to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Form Submitted to Add Salesforce Task to Add HubSpot CRM Deal
Form Submitted to Add Salesforce Task to Update HubSpot CRM Deal Stage
Form Submitted to Add Salesforce Task to Update HubSpot Contact Field
Form Submitted to Check Salesforce Field to Add HubSpot CRM Deal
Form Submitted to Check Salesforce Field to Update HubSpot CRM Deal Stage
Form Submitted to Check Salesforce Field to Update HubSpot Contact Field
Form Submitted to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
Form Submitted to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Form Submitted to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
Form Submitted to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
Form Submitted to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Form Submitted to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Form Submitted to Update Salesforce Field to Add HubSpot CRM Deal
Form Submitted to Update Salesforce Field to Update HubSpot CRM Deal Stage
Form Submitted to Update Salesforce Field to Update HubSpot Contact Field
Form Submitted to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Has Submitted Form to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Add Salesforce Task to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Update Salesforce Field
HubSpot CRM Contact Field Match to Check Salesforce Field to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Has Submitted Form to Add Salesforce Task
Salesforce Field Changed to Check HubSpot CRM Deal Stage to Update Salesforce Field
Salesforce Field Changed to Update HubSpot Contact Field to Add Salesforce Task
Form Submitted to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Form Submitted to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Salesforce Field Changed to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Form Submitted to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Form Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Form Submitted to Create Salesforce Opportunity to Add HubSpot CRM Deal
Salesforce Field Changed to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Showing 92 journey ideas for Hubspot CRM, Salesforce and Forms
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 Forms integration
Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Salesforce integration and the Forms 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).
Form Submitted
Add a contact to a journey when they submit a form.
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.
Has Submitted Form
Check if a contact has previously submitted a specific 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.
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.
