Slack + Email + Hubspot CRM integration
Use Autopilot to create journeys that use the Slack, Email and Hubspot CRM integrations.
Marketing Automation ideas to integrate Slack, Email and Hubspot CRM.
Email Activity to Send Slack Message to Add HubSpot CRM Deal
Email Activity to Send Slack Message to Update HubSpot CRM Deal Stage
Email Activity to Send Slack Message to Update HubSpot Contact Field
Email Activity to Add HubSpot CRM Deal to Send Slack Message
Email Activity to Update HubSpot CRM Deal Stage to Send Slack Message
Email Activity to Check HubSpot CRM Deal Stage to Send Slack Message
Email Activity to Update HubSpot Contact Field to Send Slack Message
New HubSpot CRM Contact to Send Slack Message to Send Email
New HubSpot CRM Contact to Check Email Status to Send Slack Message
New HubSpot CRM Contact to Send Email to Send Slack Message
HubSpot CRM Contact Field Match to Send Slack Message to Send Email
HubSpot CRM Contact Field Match to Check Email Status to Send Slack Message
HubSpot CRM Contact Field Match to Send Email to Send Slack Message
HubSpot CRM Deal Stage Match to Send Slack Message to Send Email
HubSpot CRM Deal Stage Match to Check Email Status to Send Slack Message
HubSpot CRM Deal Stage Match to Send Email to Send Slack Message
HubSpot CRM Contact Field Match to Send Slack Message to Send Email
New HubSpot CRM Contact to Send Slack Message to Send Email
Email Activity to Send Slack Message to Update HubSpot Contact Field
New HubSpot CRM Contact to Send Email to Send Slack Message
Email Activity to Update HubSpot CRM Deal Stage to Send Slack Message
Email Activity to Send Slack Message to Send Email
HubSpot CRM Contact Field Match to Check Email Status to Send Slack Message
Email Activity to Send Email to Send Slack Message
Email Activity to Update HubSpot Contact Field to Send Slack Message
HubSpot CRM Contact Field Match to Send Email to Send Slack Message
Email Activity to Send Slack Message to Add HubSpot CRM Deal
New HubSpot CRM Contact to Check Email Status to Send Slack Message
Email Activity to Add HubSpot CRM Deal to Send Slack Message
Email Activity to Send Slack Message to Update HubSpot CRM Deal Stage
HubSpot CRM Deal Stage Match to Check Email Status to Send Slack Message
HubSpot CRM Deal Stage Match to Send Slack Message to Send Email
Email Activity to Check HubSpot CRM Deal Stage to Send Slack Message
Email Activity to Check Email Status to Send Slack Message
HubSpot CRM Deal Stage Match to Send Email to Send Slack Message
Showing 35 journey ideas for Slack, Email and Hubspot CRM
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.
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
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 Slack integration, Email integration and the Hubspot CRM integration.
Journey Triggers
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
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 Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions
Send Slack Message
Send a contextual Slack message to a Slack channel.
Send Email
Send a contact a personalized marketing or transactional email.
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.
