Hubspot CRM + Salesforce + Mixpanel integration
Use Autopilot to create journeys that use the Hubspot CRM, Salesforce and Mixpanel integrations.
Marketing Automation ideas to integrate Hubspot CRM, Salesforce and Mixpanel.
Showing 124 journey ideas for Hubspot CRM, Salesforce and Mixpanel
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 Mixpanel integration
Mixpanel is the most advanced analytics platform for mobile & web. Autopilot has graphing and analysis capabilities rivalling Mixpanel, and additionally allows you to segment your customer base and send email, SMS and in-app messaging campaigns to those segmented customers.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Salesforce integration and the Mixpanel 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).
Mixpanel Event
Starts a journey when a Mixpanel Event occurs.
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.
Journey Actions