Salesforce + Hubspot CRM + Slack integration
Use Autopilot to create journeys that use the Salesforce, Hubspot CRM and Slack integrations.
Marketing Automation ideas to integrate Salesforce, Hubspot CRM and Slack.
Salesforce Campaign Trigger to Add HubSpot CRM Deal to Send Slack Message
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Send Slack Message
Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Send Slack Message
Salesforce Campaign Trigger to Update HubSpot Contact Field to Send Slack Message
Salesforce Campaign Trigger to Send Slack Message to Add HubSpot CRM Deal
Salesforce Campaign Trigger to Send Slack Message to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Send Slack Message to Update HubSpot Contact Field
Salesforce Field Changed to Add HubSpot CRM Deal to Send Slack Message
Salesforce Field Changed to Update HubSpot CRM Deal Stage to Send Slack Message
Salesforce Field Changed to Check HubSpot CRM Deal Stage to Send Slack Message
Salesforce Field Changed to Update HubSpot Contact Field to Send Slack Message
Salesforce Field Changed to Send Slack Message to Add HubSpot CRM Deal
Salesforce Field Changed to Send Slack Message to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Send Slack Message to Update HubSpot Contact Field
New HubSpot CRM Contact to Create Salesforce Opportunity to Send Slack Message
New HubSpot CRM Contact to Assign Salesforce Lead to Send Slack Message
New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Send Slack Message
New HubSpot CRM Contact to Add Salesforce Task to Send Slack Message
New HubSpot CRM Contact to Check Salesforce Field to Send Slack Message
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send Slack Message
New HubSpot CRM Contact to Assign Salesforce Lead to Group to Send Slack Message
New HubSpot CRM Contact to Update Salesforce Field to Send Slack Message
New HubSpot CRM Contact to Send Slack Message to Create Salesforce Opportunity
New HubSpot CRM Contact to Send Slack Message to Assign Salesforce Lead
New HubSpot CRM Contact to Send Slack Message to Set Salesforce Campaign Member Status
New HubSpot CRM Contact to Send Slack Message to Add Salesforce Task
New HubSpot CRM Contact to Send Slack Message to Assign Salesforce Lead to Group
New HubSpot CRM Contact to Send Slack Message to Update Salesforce Field
HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Send Slack Message
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send Slack Message
HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Send Slack Message
HubSpot CRM Contact Field Match to Add Salesforce Task to Send Slack Message
HubSpot CRM Contact Field Match to Check Salesforce Field to Send Slack Message
HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Send Slack Message
HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Send Slack Message
HubSpot CRM Contact Field Match to Update Salesforce Field to Send Slack Message
HubSpot CRM Contact Field Match to Send Slack Message to Create Salesforce Opportunity
HubSpot CRM Contact Field Match to Send Slack Message to Assign Salesforce Lead
HubSpot CRM Contact Field Match to Send Slack Message to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Send Slack Message to Add Salesforce Task
HubSpot CRM Contact Field Match to Send Slack Message to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Send Slack Message to Update Salesforce Field
HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Send Slack Message
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Send Slack Message
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send Slack Message
HubSpot CRM Deal Stage Match to Add Salesforce Task to Send Slack Message
HubSpot CRM Deal Stage Match to Check Salesforce Field to Send Slack Message
HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Send Slack Message
HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Send Slack Message
HubSpot CRM Deal Stage Match to Update Salesforce Field to Send Slack Message
HubSpot CRM Deal Stage Match to Send Slack Message to Create Salesforce Opportunity
HubSpot CRM Deal Stage Match to Send Slack Message to Assign Salesforce Lead
HubSpot CRM Deal Stage Match to Send Slack Message to Set Salesforce Campaign Member Status
HubSpot CRM Deal Stage Match to Send Slack Message to Add Salesforce Task
HubSpot CRM Deal Stage Match to Send Slack Message to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Send Slack Message to Update Salesforce Field
HubSpot CRM Contact Field Match to Check Salesforce Field to Send Slack Message
Salesforce Campaign Trigger to Assign Salesforce Lead to Add HubSpot CRM Deal
Salesforce Field Changed to Assign Salesforce Lead to Update HubSpot CRM Deal Stage
New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send Slack Message
Salesforce Campaign Trigger to Check Salesforce Campaign Member Status to Update HubSpot Contact Field
New HubSpot CRM Contact to Add Salesforce Task to Update HubSpot CRM Deal Stage
Salesforce Campaign Trigger to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
Salesforce Campaign Trigger to Add HubSpot CRM Deal to Assign Salesforce Lead to Group
HubSpot CRM Deal Stage Match to Check Salesforce Field to Update HubSpot CRM Deal Stage
Salesforce Field Changed to Update Salesforce Field to Update HubSpot Contact Field
Salesforce Field Changed to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Send Slack Message to Add Salesforce Task
Salesforce Field Changed to Update HubSpot CRM Deal Stage to Update Salesforce Field
HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Add Salesforce Task
New HubSpot CRM Contact to Update HubSpot Contact Field to Set Salesforce Campaign Member Status
Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status
HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Update Salesforce Field to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Update Salesforce Field to Update HubSpot Contact Field
Showing 76 journey ideas for Salesforce, Hubspot CRM and Slack
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 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 Slack integration
Follow up on hot leads or key activities fast and build team alignment by using Slack notifications on your Autopilot playbooks. Any time an important activity happens such as a form submission, or a customer with a certain attribute: you can send a notificaiton on Slack with any information you like.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Salesforce integration, Hubspot CRM integration and the Slack integration.
Journey 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.
Journey 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.
Send Slack Message
Send a contextual Slack message to a Slack channel.
