Hubspot CRM + Salesforce + Lists integration
Use Autopilot to create journeys that use the Hubspot CRM, Salesforce and Lists integrations.
Marketing Automation ideas to integrate Hubspot CRM, Salesforce and Lists.
New HubSpot CRM Contact to Create Salesforce Opportunity to Add to List
New HubSpot CRM Contact to Create Salesforce Opportunity to Remove From List
New HubSpot CRM Contact to Assign Salesforce Lead to Add to List
New HubSpot CRM Contact to Assign Salesforce Lead to Remove From List
New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Add to List
New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Remove From List
New HubSpot CRM Contact to Add Salesforce Task to Add to List
New HubSpot CRM Contact to Add Salesforce Task to Remove From List
New HubSpot CRM Contact to Check Salesforce Field to Add to List
New HubSpot CRM Contact to Check Salesforce Field to Remove From List
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Add to List
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Remove From List
New HubSpot CRM Contact to Assign Salesforce Lead to Group to Add to List
New HubSpot CRM Contact to Assign Salesforce Lead to Group to Remove From List
New HubSpot CRM Contact to Update Salesforce Field to Add to List
New HubSpot CRM Contact to Update Salesforce Field to Remove From List
New HubSpot CRM Contact to Add to List to Create Salesforce Opportunity
New HubSpot CRM Contact to Add to List to Assign Salesforce Lead
New HubSpot CRM Contact to Add to List to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Add to List to Add Salesforce Task
New HubSpot CRM Contact to Add to List to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Add to List to Update Salesforce Field
New HubSpot CRM Contact to Is on List or Segment to Create Salesforce Opportunity
New HubSpot CRM Contact to Is on List or Segment to Assign Salesforce Lead
New HubSpot CRM Contact to Is on List or Segment to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Is on List or Segment to Add Salesforce Task
New HubSpot CRM Contact to Is on List or Segment to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Is on List or Segment to Update Salesforce Field
New HubSpot CRM Contact to Remove From List to Create Salesforce Opportunity
New HubSpot CRM Contact to Remove From List to Assign Salesforce Lead
New HubSpot CRM Contact to Remove From List to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Remove From List to Add Salesforce Task
New HubSpot CRM Contact to Remove From List to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Remove From List to Update Salesforce Field
New HubSpot CRM Contact to Check Lead Status to Create Salesforce Opportunity
New HubSpot CRM Contact to Check Lead Status to Assign Salesforce Lead
New HubSpot CRM Contact to Check Lead Status to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Check Lead Status to Add Salesforce Task
New HubSpot CRM Contact to Check Lead Status to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Check Lead Status to Update Salesforce Field
HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Add to List
HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Remove From List
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Add to List
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Remove From List
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Add to List
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Remove From List
HubSpot CRM Contact Field Match to Add Salesforce Task to Add to List
HubSpot CRM Contact Field Match to Add Salesforce Task to Remove From List
HubSpot CRM Contact Field Match to Check Salesforce Field to Add to List
HubSpot CRM Contact Field Match to Check Salesforce Field to Remove From List
HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Add to List
HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Remove From List
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Add to List
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Remove From List
HubSpot CRM Contact Field Match to Update Salesforce Field to Add to List
HubSpot CRM Contact Field Match to Update Salesforce Field to Remove From List
HubSpot CRM Contact Field Match to Add to List to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Add to List to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Add to List to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Add to List to Add Salesforce Task
HubSpot CRM Contact Field Match to Add to List to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Add to List to Update Salesforce Field
HubSpot CRM Contact Field Match to Is on List or Segment to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Is on List or Segment to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Is on List or Segment to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Is on List or Segment to Add Salesforce Task
HubSpot CRM Contact Field Match to Is on List or Segment to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Is on List or Segment to Update Salesforce Field
HubSpot CRM Contact Field Match to Remove From List to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Remove From List to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Remove From List to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Remove From List to Add Salesforce Task
HubSpot CRM Contact Field Match to Remove From List to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Remove From List to Update Salesforce Field
HubSpot CRM Contact Field Match to Check Lead Status to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Check Lead Status to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Check Lead Status to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Check Lead Status to Add Salesforce Task
HubSpot CRM Contact Field Match to Check Lead Status to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Check Lead Status to Update Salesforce Field
HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Add to List
HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Remove From List
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Add to List
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Remove From List
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Add to List
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Remove From List
HubSpot CRM Deal Stage Match to Add Salesforce Task to Add to List
HubSpot CRM Deal Stage Match to Add Salesforce Task to Remove From List
HubSpot CRM Deal Stage Match to Check Salesforce Field to Add to List
HubSpot CRM Deal Stage Match to Check Salesforce Field to Remove From List
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Add to List
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Remove From List
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Add to List
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Remove From List
HubSpot CRM Deal Stage Match to Update Salesforce Field to Add to List
HubSpot CRM Deal Stage Match to Update Salesforce Field to Remove From List
HubSpot CRM Deal Stage Match to Add to List to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Add to List to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Add to List to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Add to List to Add Salesforce Task
HubSpot CRM Deal Stage Match to Add to List to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Add to List to Update Salesforce Field
HubSpot CRM Deal Stage Match to Is on List or Segment to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Is on List or Segment to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Is on List or Segment to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Is on List or Segment to Add Salesforce Task
HubSpot CRM Deal Stage Match to Is on List or Segment to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Is on List or Segment to Update Salesforce Field
HubSpot CRM Deal Stage Match to Remove From List to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Remove From List to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Remove From List to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Remove From List to Add Salesforce Task
HubSpot CRM Deal Stage Match to Remove From List to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Remove From List to Update Salesforce Field
HubSpot CRM Deal Stage Match to Check Lead Status to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Check Lead Status to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Check Lead Status to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Check Lead Status to Add Salesforce Task
HubSpot CRM Deal Stage Match to Check Lead Status to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Check Lead Status to Update Salesforce Field
Salesforce Campaign Trigger to Add HubSpot CRM Deal to Add to List
Salesforce Campaign Trigger to Add HubSpot CRM Deal to Remove From List
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Add to List
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Remove From List
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Add to List
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Remove From List
Salesforce Campaign Trigger to Update HubSpot Contact Field to Add to List
Salesforce Campaign Trigger to Update HubSpot Contact Field to Remove From List
Salesforce Campaign Trigger to Add to List to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Add to List to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Add to List to Update HubSpot Contact Field
Salesforce Campaign Trigger to Is on List or Segment to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Is on List or Segment to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Is on List or Segment to Update HubSpot Contact Field
Salesforce Campaign Trigger to Remove From List to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Remove From List to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Remove From List to Update HubSpot Contact Field
Salesforce Campaign Trigger to Check Lead Status to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Check Lead Status to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Check Lead Status to Update HubSpot Contact Field
Salesforce Field Changed to Add HubSpot CRM Deal to Add to List
Salesforce Field Changed to Add HubSpot CRM Deal to Remove From List
Salesforce Field Changed to Update HubSpot CRM Deal Stage to Add to List
Salesforce Field Changed to Update HubSpot CRM Deal Stage to Remove From List
Salesforce Field Changed to Check HubSpot CRM Deal Stage to Add to List
Salesforce Field Changed to Check HubSpot CRM Deal Stage to Remove From List
Salesforce Field Changed to Update HubSpot Contact Field to Add to List
Salesforce Field Changed to Update HubSpot Contact Field to Remove From List
Salesforce Field Changed to Add to List to Add HubSpot CRM Deal
Salesforce Field Changed to Add to List to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Add to List to Update HubSpot Contact Field
Salesforce Field Changed to Is on List or Segment to Add HubSpot CRM Deal
Salesforce Field Changed to Is on List or Segment to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Is on List or Segment to Update HubSpot Contact Field
Salesforce Field Changed to Remove From List to Add HubSpot CRM Deal
Salesforce Field Changed to Remove From List to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Remove From List to Update HubSpot Contact Field
Salesforce Field Changed to Check Lead Status to Add HubSpot CRM Deal
Salesforce Field Changed to Check Lead Status to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Check Lead Status to Update HubSpot Contact Field
List Trigger to Add HubSpot CRM Deal to Create Salesforce Opportunity
List Trigger to Add HubSpot CRM Deal to Assign Salesforce Lead
List Trigger to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
List Trigger to Add HubSpot CRM Deal to Add Salesforce Task
List Trigger to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
List Trigger to Add HubSpot CRM Deal to Update Salesforce Field
List Trigger to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
List Trigger to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
List Trigger to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
List Trigger to Update HubSpot CRM Deal Stage to Add Salesforce Task
List Trigger to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
List Trigger to Update HubSpot CRM Deal Stage to Update Salesforce Field
List Trigger to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
List Trigger to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
List Trigger to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
List Trigger to Check HubSpot CRM Deal Stage to Add Salesforce Task
List Trigger to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
List Trigger to Check HubSpot CRM Deal Stage to Update Salesforce Field
List Trigger to Update HubSpot Contact Field to Create Salesforce Opportunity
List Trigger to Update HubSpot Contact Field to Assign Salesforce Lead
List Trigger to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
List Trigger to Update HubSpot Contact Field to Add Salesforce Task
List Trigger to Update HubSpot Contact Field to Assign Salesforce Lead to Group
List Trigger to Update HubSpot Contact Field to Update Salesforce Field
List Trigger to Create Salesforce Opportunity to Add HubSpot CRM Deal
List Trigger to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage
List Trigger to Create Salesforce Opportunity to Update HubSpot Contact Field
List Trigger to Assign Salesforce Lead to Add HubSpot CRM Deal
List Trigger to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
List Trigger to Assign Salesforce Lead to Update HubSpot Contact Field
List Trigger to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
List Trigger to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
List Trigger to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
List Trigger to Add Salesforce Task to Add HubSpot CRM Deal
List Trigger to Add Salesforce Task to Update HubSpot CRM Deal Stage
List Trigger to Add Salesforce Task to Update HubSpot Contact Field
List Trigger to Check Salesforce Field to Add HubSpot CRM Deal
List Trigger to Check Salesforce Field to Update HubSpot CRM Deal Stage
List Trigger to Check Salesforce Field to Update HubSpot Contact Field
List Trigger to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
List Trigger to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
List Trigger to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
List Trigger to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
List Trigger to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
List Trigger to Assign Salesforce Lead to Group to Update HubSpot Contact Field
List Trigger to Update Salesforce Field to Add HubSpot CRM Deal
List Trigger to Update Salesforce Field to Update HubSpot CRM Deal Stage
List Trigger to Update Salesforce Field to Update HubSpot Contact Field
Removed From List to Add HubSpot CRM Deal to Create Salesforce Opportunity
Removed From List to Add HubSpot CRM Deal to Assign Salesforce Lead
Removed From List to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
Removed From List to Add HubSpot CRM Deal to Add Salesforce Task
Removed From List to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
Removed From List to Add HubSpot CRM Deal to Update Salesforce Field
Removed From List to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity
Removed From List to Update HubSpot CRM Deal Stage to Assign Salesforce Lead
Removed From List to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Removed From List to Update HubSpot CRM Deal Stage to Add Salesforce Task
Removed From List to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Removed From List to Update HubSpot CRM Deal Stage to Update Salesforce Field
Removed From List to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity
Removed From List to Check HubSpot CRM Deal Stage to Assign Salesforce Lead
Removed From List to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
Removed From List to Check HubSpot CRM Deal Stage to Add Salesforce Task
Removed From List to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Removed From List to Check HubSpot CRM Deal Stage to Update Salesforce Field
Removed From List to Update HubSpot Contact Field to Create Salesforce Opportunity
Removed From List to Update HubSpot Contact Field to Assign Salesforce Lead
Removed From List to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Removed From List to Update HubSpot Contact Field to Add Salesforce Task
Removed From List to Update HubSpot Contact Field to Assign Salesforce Lead to Group
Removed From List to Update HubSpot Contact Field to Update Salesforce Field
Removed From List to Create Salesforce Opportunity to Add HubSpot CRM Deal
Removed From List to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage
Removed From List to Create Salesforce Opportunity to Update HubSpot Contact Field
Removed From List to Assign Salesforce Lead to Add HubSpot CRM Deal
Removed From List to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
Removed From List to Assign Salesforce Lead to Update HubSpot Contact Field
Removed From List to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Removed From List to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Removed From List to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Removed From List to Add Salesforce Task to Add HubSpot CRM Deal
Removed From List to Add Salesforce Task to Update HubSpot CRM Deal Stage
Removed From List to Add Salesforce Task to Update HubSpot Contact Field
Removed From List to Check Salesforce Field to Add HubSpot CRM Deal
Removed From List to Check Salesforce Field to Update HubSpot CRM Deal Stage
Removed From List to Check Salesforce Field to Update HubSpot Contact Field
Removed From List to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
Removed From List to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
Removed From List to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
Removed From List to Assign Salesforce Lead to Group to Add HubSpot CRM Deal
Removed From List to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage
Removed From List to Assign Salesforce Lead to Group to Update HubSpot Contact Field
Removed From List to Update Salesforce Field to Add HubSpot CRM Deal
Removed From List to Update Salesforce Field to Update HubSpot CRM Deal Stage
Removed From List to Update Salesforce Field to Update HubSpot Contact Field
New HubSpot CRM Contact to Update HubSpot Contact Field to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Add to List
HubSpot CRM Deal Stage Match to Check Salesforce Field to Update HubSpot CRM Deal Stage
Removed From List to Add HubSpot CRM Deal to Add Salesforce Task
List Trigger to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Add Salesforce Task
HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
List Trigger to Add HubSpot CRM Deal to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Add to List to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal
Removed From List to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Remove From List to Add Salesforce Task
HubSpot CRM Contact Field Match to Add Salesforce Task to Add HubSpot CRM Deal
New HubSpot CRM Contact to Assign Salesforce Lead to Group to Add to List
List Trigger to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Check Salesforce Field to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Add to List to Add Salesforce Task
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal
HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Update Salesforce Field
Showing 276 journey ideas for Hubspot CRM, Salesforce and Lists
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 Lists integration
Lists allow you to easily sort and manage your contacts. Whether it's a newsletter subscription list, a list of attendees of an event, or a list of customers, Autopilot makes it easy to create, manage and communicate with lists.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Salesforce integration and the Lists 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).
List Trigger
Add contacts on a list to a journey.
Removed From List
Add a contact to a journey when they are removed from a list.
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.
Is on List or Segment
Check if a contact is on a specific list or smart segment.
Check Lead Status
Check if a lead or contact has a specific status on an opportunity.
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.
Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
