Hubspot CRM + Page Visit Tracking + Salesforce integration

Use Autopilot to create journeys that use the Hubspot CRM, Page Visit Tracking and Salesforce integrations.

Marketing Automation ideas to integrate Hubspot CRM, Page Visit Tracking and Salesforce.

New HubSpot CRM Contact to Has Visited Page to Create Salesforce Opportunity

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New HubSpot CRM Contact to Has Visited Page to Assign Salesforce Lead

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New HubSpot CRM Contact to Has Visited Page to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Has Visited Page to Add Salesforce Task

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New HubSpot CRM Contact to Has Visited Page to Assign Salesforce Lead to Group

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New HubSpot CRM Contact to Has Visited Page to Update Salesforce Field

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HubSpot CRM Contact Field Match to Has Visited Page to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Has Visited Page to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Has Visited Page to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Has Visited Page to Add Salesforce Task

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HubSpot CRM Contact Field Match to Has Visited Page to Assign Salesforce Lead to Group

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HubSpot CRM Contact Field Match to Has Visited Page to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Has Visited Page to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Has Visited Page to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Has Visited Page to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Has Visited Page to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Has Visited Page to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Has Visited Page to Update Salesforce Field

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Page Visited to Add HubSpot CRM Deal to Create Salesforce Opportunity

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Page Visited to Add HubSpot CRM Deal to Assign Salesforce Lead

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Page Visited to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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Page Visited to Add HubSpot CRM Deal to Add Salesforce Task

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Page Visited to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

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Page Visited to Add HubSpot CRM Deal to Update Salesforce Field

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Page Visited to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Page Visited to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

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Page Visited to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Page Visited to Update HubSpot CRM Deal Stage to Add Salesforce Task

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Page Visited to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Page Visited to Update HubSpot CRM Deal Stage to Update Salesforce Field

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Page Visited to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Page Visited to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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Page Visited to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Page Visited to Check HubSpot CRM Deal Stage to Add Salesforce Task

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Page Visited to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Page Visited to Check HubSpot CRM Deal Stage to Update Salesforce Field

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Page Visited to Update HubSpot Contact Field to Create Salesforce Opportunity

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Page Visited to Update HubSpot Contact Field to Assign Salesforce Lead

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Page Visited to Update HubSpot Contact Field to Set Salesforce Campaign Member Status

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Page Visited to Update HubSpot Contact Field to Add Salesforce Task

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Page Visited to Update HubSpot Contact Field to Assign Salesforce Lead to Group

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Page Visited to Update HubSpot Contact Field to Update Salesforce Field

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Page Visited to Create Salesforce Opportunity to Add HubSpot CRM Deal

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Page Visited to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

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Page Visited to Create Salesforce Opportunity to Update HubSpot Contact Field

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Page Visited to Assign Salesforce Lead to Add HubSpot CRM Deal

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Page Visited to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Page Visited to Assign Salesforce Lead to Update HubSpot Contact Field

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Page Visited to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

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Page Visited to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Page Visited to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

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Page Visited to Add Salesforce Task to Add HubSpot CRM Deal

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Page Visited to Add Salesforce Task to Update HubSpot CRM Deal Stage

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Page Visited to Add Salesforce Task to Update HubSpot Contact Field

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Page Visited to Check Salesforce Field to Add HubSpot CRM Deal

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Page Visited to Check Salesforce Field to Update HubSpot CRM Deal Stage

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Page Visited to Check Salesforce Field to Update HubSpot Contact Field

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Page Visited to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal

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Page Visited to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Page Visited to Check Salesforce Campaign Member Status to Update HubSpot Contact Field

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Page Visited to Assign Salesforce Lead to Group to Add HubSpot CRM Deal

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Page Visited to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage

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Page Visited to Assign Salesforce Lead to Group to Update HubSpot Contact Field

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Page Visited to Update Salesforce Field to Add HubSpot CRM Deal

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Page Visited to Update Salesforce Field to Update HubSpot CRM Deal Stage

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Page Visited to Update Salesforce Field to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Has Visited Page to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Has Visited Page to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Has Visited Page to Update HubSpot Contact Field

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Salesforce Field Changed to Has Visited Page to Add HubSpot CRM Deal

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Salesforce Field Changed to Has Visited Page to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Has Visited Page to Update HubSpot Contact Field

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Page Visited to Update Salesforce Field to Update HubSpot Contact Field

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Page Visited to Has Visited Page to Add HubSpot CRM Deal

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Page Visited to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Page Visited to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Has Visited Page to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Has Visited Page to Update HubSpot CRM Deal Stage

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Page Visited to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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New HubSpot CRM Contact to Has Visited Page to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Visited Page to Set Salesforce Campaign Member Status

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Page Visited to Add HubSpot CRM Deal to Add Salesforce Task

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Salesforce Campaign Trigger to Has Visited Page to Add HubSpot CRM Deal

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Page Visited to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Has Visited Page to Add HubSpot CRM Deal

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Page Visited to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

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Salesforce Campaign Trigger to Has Visited Page to Update HubSpot Contact Field

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New HubSpot CRM Contact to Has Visited Page to Update HubSpot Contact Field

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Page Visited to Add Salesforce Task to Update HubSpot Contact Field

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Page Visited to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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Page Visited to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Has Visited Page to Create Salesforce Opportunity

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Showing 92 journey ideas for Hubspot CRM, Page Visit Tracking and Salesforce

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 Page Visit Tracking integration

Track what leads and customers do on your website, landing pages, store, blog, knowledge base or app. Then trigger journeys using these activities.

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Page Visit Tracking integration and the Salesforce 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.
Page Visited
Add a contact to a journey when they visit a specific page, or a page that meets some other criteria (e.g. contains a particular word).
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Has Visited Page
Check if a contact has visited a specific page, or a page that meets some other criteria (e.g. contains a particular word).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

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.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce 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 Hubspot CRM, Page Visit Tracking and Salesforce.