Sendgrid + Zendesk + Hubspot CRM integration
Use Autopilot to create journeys that use the Sendgrid, Zendesk and Hubspot CRM integrations.
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Marketing Automation ideas to integrate Sendgrid, Zendesk and Hubspot CRM.
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
New HubSpot CRM Contact to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
HubSpot CRM Deal Stage Match to Zendesk Ticket Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Add HubSpot CRM Deal to Send Sendgrid Transactional Email
HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
New HubSpot CRM Contact to Zendesk Ticket Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Update HubSpot Contact Field to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage
Submits New Zendesk Ticket to Zendesk Ticket Status to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email
HubSpot CRM Deal Stage Match to Submit New Zendesk Ticket to Send Sendgrid Transactional Email
HubSpot CRM Contact Field Match to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
Submits New Zendesk Ticket to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email
Submits New Zendesk Ticket to Send Sendgrid Transactional Email to Add HubSpot CRM Deal
New HubSpot CRM Contact to Send Sendgrid Transactional Email to Submit New Zendesk Ticket
HubSpot CRM Contact Field Match to Zendesk Ticket Status to Send Sendgrid Transactional Email
Showing 19 journey ideas for Sendgrid, Zendesk and Hubspot CRM
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 Zendesk integration
Zendesk is a service platform that builds software to empower organization and customer relationships. Zendesk’s family of products helps organizations understand their customers, improve communication, and offer support where and when it’s needed most.
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 Sendgrid integration, Zendesk integration and the Hubspot CRM integration.
Journey Triggers
Submits New Zendesk Ticket
When a new ticket is submitted that matches certain criteria trigger a new journey.
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
Zendesk Ticket Status
Check the status or detail of the most recent ticket against a contact with a true or false outcome.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions
Send Sendgrid Transactional Email
Send a transactional email from Sendgrid.
Submit New Zendesk Ticket
Submits a new Zendesk ticket for the contact in the journey.
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.
