Trello + Hubspot CRM + LiveChat integration

Use Autopilot to create journeys that use the Trello, Hubspot CRM and LiveChat integrations.

Marketing Automation ideas to integrate Trello, Hubspot CRM and LiveChat.

LiveChat Tag to Add Trello Card to Add HubSpot CRM Deal

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LiveChat Tag to Add Trello Card to Update HubSpot CRM Deal Stage

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LiveChat Tag to Add Trello Card to Update HubSpot Contact Field

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LiveChat Tag to Add HubSpot CRM Deal to Add Trello Card

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LiveChat Tag to Update HubSpot CRM Deal Stage to Add Trello Card

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LiveChat Tag to Check HubSpot CRM Deal Stage to Add Trello Card

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LiveChat Tag to Update HubSpot Contact Field to Add Trello Card

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HubSpot CRM Contact Field Match to Add HubSpot CRM Deal to Add Trello Card

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HubSpot CRM Contact Field Match to Add Trello Card to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Add Trello Card

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New HubSpot CRM Contact to Update HubSpot Contact Field to Add Trello Card

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Add Trello Card

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New HubSpot CRM Contact to Add Trello Card to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Add Trello Card

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LiveChat Tag to Update HubSpot CRM Deal Stage to Add Trello Card

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New HubSpot CRM Contact to Add Trello Card to Add HubSpot CRM Deal

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LiveChat Tag to Update HubSpot Contact Field to Add Trello Card

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HubSpot CRM Contact Field Match to Add Trello Card to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Add Trello Card

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LiveChat Tag to Add Trello Card to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Add Trello Card to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Add HubSpot CRM Deal to Add Trello Card

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Add Trello Card

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Add Trello Card

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HubSpot CRM Deal Stage Match to Add Trello Card to Update HubSpot Contact Field

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HubSpot CRM Deal Stage Match to Add Trello Card to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Add Trello Card to Update HubSpot CRM Deal Stage

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Showing 27 journey ideas for Trello, Hubspot CRM and LiveChat

About the Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

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 Trello 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

Add Trello Card
Adds a Trello card to a board.
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.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Trello, Hubspot CRM and LiveChat.