Slack + Hubspot CRM + LiveChat integration
Use Autopilot to create journeys that use the Slack, Hubspot CRM and LiveChat integrations.
Marketing Automation ideas to integrate Slack, Hubspot CRM and LiveChat.
LiveChat Tag to Send Slack Message to Add HubSpot CRM Deal
LiveChat Tag to Send Slack Message to Update HubSpot CRM Deal Stage
LiveChat Tag to Send Slack Message to Update HubSpot Contact Field
LiveChat Tag to Add HubSpot CRM Deal to Send Slack Message
LiveChat Tag to Update HubSpot CRM Deal Stage to Send Slack Message
LiveChat Tag to Check HubSpot CRM Deal Stage to Send Slack Message
LiveChat Tag to Update HubSpot Contact Field to Send Slack Message
HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Send Slack Message
New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send Slack Message
New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Slack Message
LiveChat Tag to Send Slack Message to Add HubSpot CRM Deal
HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Send Slack Message
New HubSpot CRM Contact to Send Slack Message to Update HubSpot Contact Field
New HubSpot CRM Contact to Send Slack Message to Update HubSpot CRM Deal Stage
HubSpot CRM Contact Field Match to Send Slack Message to Update HubSpot Contact Field
HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Send Slack Message
HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Send Slack Message
New HubSpot CRM Contact to Add HubSpot CRM Deal to Send Slack Message
New HubSpot CRM Contact to Update HubSpot Contact Field to Send Slack Message
HubSpot CRM Contact Field Match to Send Slack Message to Add HubSpot CRM Deal
LiveChat Tag to Check HubSpot CRM Deal Stage to Send Slack Message
HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Send Slack Message
LiveChat Tag to Send Slack Message to Update HubSpot Contact Field
LiveChat Tag to Add HubSpot CRM Deal to Send Slack Message
HubSpot CRM Deal Stage Match to Send Slack Message to Update HubSpot Contact Field
HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Send Slack Message
HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Send Slack Message
Showing 27 journey ideas for Slack, Hubspot CRM and LiveChat
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 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 LiveChat integration
Automate what happens after a chat to close more leads and delight your customers. You can also segment leads and contacts based on how they are tagged in LiveChat, and capture fields in your chat surveys to Autopilot.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Slack integration, Hubspot CRM integration and the LiveChat integration.
Journey Triggers
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.
LiveChat Tag
Add a contact to a journey when they are tagged in LiveChat.
Conditions
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.
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.
