Lob + Heap + Hubspot CRM integration

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

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

Heap Event to Mail Lob Postcard to Add HubSpot CRM Deal

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Heap Event to Mail Lob Postcard to Update HubSpot CRM Deal Stage

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Heap Event to Mail Lob Postcard to Update HubSpot Contact Field

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Heap Event to Add HubSpot CRM Deal to Mail Lob Postcard

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Heap Event to Update HubSpot CRM Deal Stage to Mail Lob Postcard

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Heap Event to Check HubSpot CRM Deal Stage to Mail Lob Postcard

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Heap Event to Update HubSpot Contact Field to Mail Lob Postcard

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Heap Event to Update HubSpot Contact Field to Mail Lob Postcard

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Heap Event to Mail Lob Postcard to Update HubSpot CRM Deal Stage

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Heap Event to Update HubSpot CRM Deal Stage to Mail Lob Postcard

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Heap Event to Mail Lob Postcard to Add HubSpot CRM Deal

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Heap Event to Add HubSpot CRM Deal to Mail Lob Postcard

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Heap Event to Check HubSpot CRM Deal Stage to Mail Lob Postcard

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Heap Event to Mail Lob Postcard to Update HubSpot Contact Field

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Showing 14 journey ideas for Lob, Heap and Hubspot CRM

About the Lob integration

Add a personal touch to your marketing by sending beautiful postcards to leads or customers as easily as you would an email.

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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Lob integration, Heap integration and the Hubspot CRM integration.

Journey Triggers

Heap Event
Add a contact to a journey when they perform a Heap event.
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.

Conditions

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

Journey Actions

Mail Lob Postcard
Send a contact a personalized, physical postcard.
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 Lob, Heap and Hubspot CRM.