Lists + Hubspot CRM + LiveChat integration

Use Autopilot to create journeys that use the Lists, Hubspot CRM and LiveChat integrations.

Marketing Automation ideas to integrate Lists, Hubspot CRM and LiveChat.

LiveChat Tag to Add to List to Add HubSpot CRM Deal

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LiveChat Tag to Add to List to Update HubSpot CRM Deal Stage

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LiveChat Tag to Add to List to Update HubSpot Contact Field

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LiveChat Tag to Is on List or Segment to Add HubSpot CRM Deal

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LiveChat Tag to Is on List or Segment to Update HubSpot CRM Deal Stage

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LiveChat Tag to Is on List or Segment to Update HubSpot Contact Field

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LiveChat Tag to Remove From List to Add HubSpot CRM Deal

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LiveChat Tag to Remove From List to Update HubSpot CRM Deal Stage

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LiveChat Tag to Remove From List to Update HubSpot Contact Field

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LiveChat Tag to Check Lead Status to Add HubSpot CRM Deal

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LiveChat Tag to Check Lead Status to Update HubSpot CRM Deal Stage

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LiveChat Tag to Check Lead Status to Update HubSpot Contact Field

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LiveChat Tag to Add HubSpot CRM Deal to Add to List

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LiveChat Tag to Add HubSpot CRM Deal to Remove From List

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LiveChat Tag to Update HubSpot CRM Deal Stage to Add to List

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LiveChat Tag to Update HubSpot CRM Deal Stage to Remove From List

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LiveChat Tag to Check HubSpot CRM Deal Stage to Add to List

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LiveChat Tag to Check HubSpot CRM Deal Stage to Remove From List

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LiveChat Tag to Update HubSpot Contact Field to Add to List

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LiveChat Tag to Update HubSpot Contact Field to Remove From List

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HubSpot CRM Deal Stage Match to Remove From List to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Is on List or Segment to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Check Lead Status to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Remove From List to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Add to List

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Removed From List to Add to List to Update HubSpot Contact Field

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Removed From List to Update HubSpot CRM Deal Stage to Remove From List

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Remove From List

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Add to List

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LiveChat Tag to Add to List to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Add to List to Add HubSpot CRM Deal

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Removed From List to Add to List to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Add to List

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Remove From List

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Removed From List to Check Lead Status to Update HubSpot CRM Deal Stage

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List Trigger to Add HubSpot CRM Deal to Remove From List

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LiveChat Tag to Add to List to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Is on List or Segment to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Add to List

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Add to List

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Showing 40 journey ideas for Lists, Hubspot CRM and LiveChat

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.

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 LiveChat integration

Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lists integration, Hubspot CRM integration and the LiveChat integration.

Journey Triggers

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.
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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.

Conditions

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

Journey Actions

Add to List
Add a contact to a list.
Remove From List
Remove a contact from a list.
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.

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 Lists, Hubspot CRM and LiveChat.