Hubspot CRM + Salesforce Integration

Use Autopilot to automate and integrate Hubspot CRM and Salesforce.

Marketing Automation ideas to integrate Hubspot CRM and Salesforce

HubSpot CRM Deal Stage Match to Send Twilio SMS

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HubSpot CRM Deal Stage Match to Update HubSpot Contact Field to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status

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Page Visited to Add Salesforce Task to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Subscribe to Mailchimp audience

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Add to Facebook Custom Audience to Assign Salesforce Lead to Group

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HubSpot CRM Contact Field Match to Send Email to Create Salesforce Opportunity

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Intercom Tag to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Update HubSpot CRM Deal Stage to Add Salesforce Task

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Salesforce Campaign Trigger to Subscribe to Mailchimp audience

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Intercom Tag to Update HubSpot CRM Deal Stage

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Page Visited to Add Salesforce Task

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Salesforce Field Changed to Send Twilio SMS

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Send Email

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New HubSpot CRM Contact to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Update Salesforce Field to Update Pipedrive Person Field

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Intercom Tag to Update Salesforce Field to Update HubSpot Contact Field

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Intercom Tag to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Showing 20 of 2542 Marketing Automation ideas using Autopilot's Hubspot CRM and Salesforce integration.

About Hubspot CRM

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 Salesforce

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 Hubspot CRM integration.

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.
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.
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.

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 and Salesforce.