Smart Segments + Hubspot CRM Integration
Use Autopilot to automate and integrate Smart Segments and Hubspot CRM.
Marketing Automation ideas to integrate Smart Segments and Hubspot CRM
Salesforce Field Changed to Update HubSpot Contact Field
Smart Segment Trigger to Update HubSpot CRM Deal Stage
Smart Segment Trigger to Update HubSpot Contact Field to Send SurveyMonkey Survey
Smart Segment Trigger to Add HubSpot CRM Deal
Smart Segment Trigger to Check HubSpot CRM Deal Stage to Send SurveyMonkey Survey
Smart Segment Trigger to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
Smart Segment Trigger to Subscribe to Mailchimp audience to Update HubSpot CRM Deal Stage
Smart Segment Trigger to Send SurveyMonkey Survey
HubSpot CRM Deal Stage Match to Send SurveyMonkey Survey
Smart Segment Trigger to Update HubSpot Contact Field
Smart Segment Trigger to Add Salesforce Task to Update HubSpot Contact Field
Smart Segment Trigger to Update HubSpot Contact Field
Smart Segment Trigger to Update HubSpot CRM Deal Stage
Smart Segment Trigger to Update HubSpot Contact Field to Add Salesforce Task
Smart Segment Trigger to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group
HubSpot CRM Contact Field Match to Add to List
Smart Segment Trigger to Check HubSpot CRM Deal Stage to Add to List
Smart Segment Trigger to Check Salesforce Field to Update HubSpot Contact Field
Smart Segment Trigger to Has Submitted Form to Update HubSpot CRM Deal Stage
Smart Segment Trigger to Update HubSpot Contact Field
Showing 20 of 257 Marketing Automation ideas using Autopilot's Smart Segments and Hubspot CRM integration.
About Smart Segments
Targeting the right people with the right message has never been this easy. Easily segment and engage your leads and customers based on any combination of field values, behaviors, list memberships and much more. Add them to journeys automatically when they meet your criteria.
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 Smart Segments integration.
Triggers
Smart Segment Trigger
Add contacts on a smart segment to a 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
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Actions
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.
