Hubspot CRM + Sendgrid + Heap integration

Use Autopilot to create journeys that use the Hubspot CRM, Sendgrid and Heap integrations.

Marketing Automation ideas to integrate Hubspot CRM, Sendgrid and Heap.

Heap Event to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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Heap Event to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Heap Event to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Heap Event to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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Heap Event to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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Heap Event to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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Heap Event to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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New HubSpot CRM Contact to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Heap Event to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Heap Event to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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HubSpot CRM Contact Field Match to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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New HubSpot CRM Contact to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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New HubSpot CRM Contact to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Send Sendgrid Transactional Email

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Heap Event to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Heap Event to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Heap Event to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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Showing 27 journey ideas for Hubspot CRM, Sendgrid and Heap

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability but lacks email marketing software. Autopilot is an alternative to SendGrid which allows you to: - Send transactional emails - Send email marketing campaigns - Set up email marketing journeys and email workflows - Advanced email editing

About the Heap integration

Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Sendgrid integration and the Heap 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.
Heap Event
Add a contact to a journey when they perform a Heap event.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

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.
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Hubspot CRM, Sendgrid and Heap.