Hubspot CRM + Email + Freshdesk integration

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

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

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

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Freshdesk Ticket Updated to Send Email to Update HubSpot CRM Deal Stage

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

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Freshdesk Contact Updated to Update HubSpot Contact Field to Send Email

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Create New Freshdesk Ticket to Check Email Status to Add HubSpot CRM Deal

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

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

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

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Freshdesk Ticket Updated to Update HubSpot CRM Deal Stage to Send Email

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Email Activity to Add HubSpot CRM Deal to Freshdesk Update Ticket

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New Freshdesk Ticket to Send Email to Add HubSpot CRM Deal

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Email Activity to Update HubSpot CRM Deal Stage to Send Email

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New Freshdesk Ticket to Check Email Status to Update HubSpot Contact Field

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Create New Freshdesk Ticket to Send Email to Update HubSpot CRM Deal Stage

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Freshdesk Ticket Updated to Check Email Status to Update HubSpot Contact Field

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New Freshdesk Ticket to Check HubSpot CRM Deal Stage to Send Email

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Email Activity to Send Email 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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New HubSpot CRM Contact to Check HubSpot CRM Deal Stage to Send Email

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Email Activity to Freshdesk Update Ticket to Add HubSpot CRM Deal

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Showing 20 journey ideas for Hubspot CRM, Email and Freshdesk

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 Freshdesk integration

Freshdesk is cloud-based customer support software. Freshdesk and Autopilot allow you to start journeys based on tickets matching certain criteria and follow up when people have had both positive and negative experiences. You can also add tickets automatically based on actions that happen in the customer journey.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Email integration and the Freshdesk 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.
Freshdesk Ticket Updated
Triggers when a Freshdesk ticket is updated .
Freshdesk Contact Updated
Triggers when a Freshdesk contact is updated.
Freshdesk New Contact
When a new contact is added to Freshdesk the journey is triggered.
New Freshdesk Ticket
Triggers when a new Freshdesk ticket is submitted or created. Can be filtered to match certain criteria.
Create New Freshdesk Ticket
Creates a new Freshdesk Ticket.

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).
Freshdesk Ticket Status
Checks the most recent ticket status with multiple outcomes.

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.
Freshdesk Update Ticket
Updates the latest ticket with new information or a status.

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 Freshdesk.