Hubspot CRM + Sendgrid + Salesforce integration

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

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

New HubSpot CRM Contact to Send Sendgrid Transactional Email to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send Sendgrid Transactional Email

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Salesforce Field Changed to Check HubSpot CRM Deal Stage to Send Sendgrid Transactional Email

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

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Salesforce Campaign Trigger to Send Sendgrid Transactional Email to Update HubSpot CRM Deal Stage

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

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HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send Sendgrid Transactional Email

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Send Sendgrid Transactional Email

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

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

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HubSpot CRM Contact Field Match to Send Sendgrid Transactional Email to Set Salesforce Campaign Member Status

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

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Salesforce Campaign Trigger to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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

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

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New HubSpot CRM Contact to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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Salesforce Field Changed to Add HubSpot CRM Deal to Send Sendgrid Transactional Email

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HubSpot CRM Deal Stage Match to Send Sendgrid Transactional Email to Create Salesforce Opportunity

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

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Showing 20 journey ideas for Hubspot CRM, Sendgrid 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 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 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, Sendgrid 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.
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.

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.
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, Sendgrid and Salesforce.