Hubspot CRM + Sendgrid + NationBuilder integration

Use Autopilot to create journeys that use the Hubspot CRM, Sendgrid and NationBuilder integrations.

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Marketing Automation ideas to integrate Hubspot CRM, Sendgrid and NationBuilder.

New NationBuilder Person Tag to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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

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HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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

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Added to NationBuilder Nation List to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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New HubSpot CRM Contact to Is a NationBuilder Donor? to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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

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New NationBuilder Donor to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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Added to NationBuilder Nation List to Send Sendgrid Transactional Email to Add HubSpot CRM Deal

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NationBuilder Membership Status to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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

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NationBuilder Membership Status to Send Sendgrid Transactional Email to Update HubSpot Contact Field

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

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HubSpot CRM Deal Stage Match to Is a NationBuilder Donor? to Send Sendgrid Transactional Email

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

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

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

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New NationBuilder Person Tag to Update HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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

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Showing 20 journey ideas for Hubspot CRM, Sendgrid and NationBuilder

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 Sendgrid integration

SendGrid is a proven, cloud-based customer communication platform that drives engagement and business growth. SendGrid is a leader in email deliverability and its proven, cloud-based platform successfully delivers over 30 billion emails each month for Internet and mobile-based customers like Airbnb, Pandora, HubSpot, Spotify, Uber and FourSquare as well as more traditional enterprises like Intuit and Costco.

About the NationBuilder integration

NationBuilder offers everyone the technology and community infrastructure to lead people to greatness.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Hubspot CRM integration, Sendgrid integration and the NationBuilder 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.
New NationBuilder Person Tag
Add a contact to a journey when a tag is applied.
Added to NationBuilder Nation List
Triggers when a contact is added to a list in NationBuilder.
New NationBuilder Donor
Add new donors to a journey.
NationBuilder Membership Status
Triggers when the membership status changes.

Conditions

Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Is a NationBuilder Donor?
Check is the contact in the journey is an existing donor with a true or false outcome.

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 Sendgrid Transactional Email
Send a transactional email from Sendgrid.

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, Sendgrid and NationBuilder.