Hubspot CRM + Email + Base CRM integration

Use Autopilot to create journeys that use the Hubspot CRM, Email and Base CRM integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Email and Base CRM.

HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Send Email

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HubSpot CRM Deal Stage Match to Check Base Deal Stage to Send Email

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Base Deal Stage Change to Update HubSpot Contact Field to Send Email

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Add a Base Deal to Update HubSpot Contact Field to Send Email

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Email Activity to Check HubSpot CRM Deal Stage to Assign Base Contact Owner

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HubSpot CRM Contact Field Match to Assign Base Contact Owner to Send Email

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HubSpot CRM Deal Stage Match to Send Email to Add HubSpot CRM Deal

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Email Activity to Check Email Status to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Send Email to Add HubSpot CRM Deal

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Email Activity to Update Base Contact Field to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Update HubSpot Contact Field to Send Email

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Assign Base Task to Update HubSpot Contact Field to Send Email

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Email Activity to Update Base Contact Field to Update HubSpot Contact Field

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Assign Base Task to Update HubSpot CRM Deal Stage to Send Email

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HubSpot CRM Deal Stage Match to Check HubSpot CRM Deal Stage to Send Email

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New HubSpot CRM Contact to Update HubSpot CRM Deal Stage to Send Email

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Email Activity to Check Email Status to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Send Email

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HubSpot CRM Deal Stage Match to Check Email Status to Update HubSpot Contact Field

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HubSpot CRM Contact Field Match to Check HubSpot CRM Deal Stage to Send Email

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Showing 20 journey ideas for Hubspot CRM, Email and Base CRM

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 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 Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Email integration and the Base CRM 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.
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.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.

Journey 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.
Send Email
Send a contact a personalized marketing or transactional email.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.

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 Hubspot CRM, Email and Base CRM.