Hubspot CRM + Email + Forms integration

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

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

New HubSpot CRM Contact to Has Submitted Form to Send Email

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HubSpot CRM Contact Field Match to Has Submitted Form to Send Email

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HubSpot CRM Deal Stage Match to Has Submitted Form to Send Email

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Email Activity to Has Submitted Form to Add HubSpot CRM Deal

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Email Activity to Has Submitted Form to Update HubSpot CRM Deal Stage

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Email Activity to Has Submitted Form to Update HubSpot Contact Field

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Form Submitted to Add HubSpot CRM Deal to Send Email

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Form Submitted to Update HubSpot CRM Deal Stage to Send Email

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Form Submitted to Check HubSpot CRM Deal Stage to Send Email

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Form Submitted to Update HubSpot Contact Field to Send Email

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Form Submitted to Check Email Status to Add HubSpot CRM Deal

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Form Submitted to Check Email Status to Update HubSpot CRM Deal Stage

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Form Submitted to Check Email Status to Update HubSpot Contact Field

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Form Submitted to Send Email to Add HubSpot CRM Deal

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Form Submitted to Send Email to Update HubSpot CRM Deal Stage

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Form Submitted to Send Email to Update HubSpot Contact Field

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

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

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Email Activity to Has Submitted Form to Update HubSpot Contact Field

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

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Email Activity to Has Submitted Form to Add HubSpot CRM Deal

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Form Submitted to Check Email Status to Add HubSpot CRM Deal

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

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Form Submitted to Check Email Status to Update HubSpot CRM Deal Stage

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Email Activity to Send Email to Update HubSpot CRM Deal Stage

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

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Email Activity to Has Submitted Form to Update HubSpot CRM Deal Stage

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Form Submitted to Check HubSpot CRM Deal Stage to Send Email

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Form Submitted to Add HubSpot CRM Deal to Send Email

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

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

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New HubSpot CRM Contact to Check Email Status to Update HubSpot Contact Field

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Email Activity to Check Email Status to Update HubSpot Contact Field

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

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New HubSpot CRM Contact to Has Submitted Form to Send Email

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Email Activity to Add HubSpot CRM Deal to Send Email

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Showing 36 journey ideas for Hubspot CRM, Email and Forms

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 Forms integration

Autopilot's form capture is magical. Simply drop our tracking code to capture submissions of your existing forms without lifting another finger. Then automatically add new leads and subscribers to your journeys to ensure no one is left behind.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Email integration and the Forms 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.
Form Submitted
Add a contact to a journey when they submit a form.

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).
Has Submitted Form
Check if a contact has previously submitted a specific form.

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.

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 Forms.