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.
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.
Playbooks
Request reviews from Stripe customers
If customers are engaged, 30 days after they become a customer, ask them to review your product on a review site like G2Crowd to build a positive reputation.
Thank new customers
When someone becomes a paying subscriber, thank them and remind them of the value of their plan.
Onboard new trials
When Stripe customers start a trial, help onboard them to the product so they're more likely to buy.
Convert trials to subscriptions
When Stripe customers start a trial, offer them help getting setup to convert them into a paying subscriber. Trial notifications help create a sense of urgency and get you useful feedback when they don't buy.
Post trial nurture
If customers don't subscribe during their trial - don't give up! The customer may not be ready yet! Send the customer useful email marketing content and build a relationship so you stay top of mind.