Salesforce + Hubspot CRM Integration
Use Autopilot to automate and integrate Salesforce and Hubspot CRM.
Marketing Automation ideas to integrate Salesforce and Hubspot CRM
New HubSpot CRM Contact to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Subscribe to Mailchimp audience to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Add Salesforce Task
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send Mixpanel Event
Salesforce Campaign Trigger to Add Delay
Removed From List to Update HubSpot Contact Field to Add Salesforce Task
API Trigger to Update Salesforce Field
New HubSpot CRM Contact to Check Salesforce Field to Send Email
New Drift Contact to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Salesforce Field Changed to Subscribe to Mailchimp audience
New Wufoo Form Submitted to Check Salesforce Field to Add HubSpot CRM Deal
New Wufoo Form Submitted to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Add Salesforce Task to Add HubSpot CRM Deal
New HubSpot CRM Contact to Assign Salesforce Lead
Segment Event to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Add Salesforce Task to Add to List
HubSpot CRM Deal Stage Match to Create Salesforce Opportunity
Showing 20 of 4252 Marketing Automation ideas using Autopilot's Salesforce and Hubspot CRM integration.
About Salesforce
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 Hubspot CRM
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 Salesforce integration.
Triggers
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).
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 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.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Actions
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 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.
