Salesforce + Hubspot CRM Integration

Use Autopilot to automate and integrate Salesforce and Hubspot CRM.

Marketing Automation ideas to integrate Salesforce and Hubspot CRM

List Trigger to Check Salesforce Campaign Member Status to Update HubSpot Contact Field

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Salesforce Field Changed to Add Salesforce Task to Update HubSpot CRM Deal Stage

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HubSpot CRM Deal Stage Match to Remove from Google Ads Audience

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HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Remove from Google Ads Audience

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New HubSpot CRM Contact to Add HubSpot CRM Deal to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Has Submitted Form to Update Salesforce Field

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HubSpot CRM Contact Field Match to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Update Pipedrive Deal Field to Create Salesforce Opportunity

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New HubSpot CRM Contact to Assign Salesforce Lead

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Drift Goal Reached to Update Salesforce Field

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New HubSpot CRM Contact to Create Salesforce Opportunity to Update HubSpot Contact Field

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Salesforce Field Changed to Create Salesforce Opportunity to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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New HubSpot CRM Contact to Add Salesforce Task

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Email Activity to Set Salesforce Campaign Member Status

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Email Activity to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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Drift Goal Reached to Assign Salesforce Lead

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List Trigger to Create Salesforce Opportunity

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New HubSpot CRM Contact to Update Salesforce Field

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Salesforce Campaign Trigger to Check Email Status to Update HubSpot CRM Deal Stage

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Showing 20 of 2868 Marketing Automation ideas using Autopilot's Salesforce and Hubspot CRM integration.

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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Salesforce integration.

Triggers

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).
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.

Conditions

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.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.

Actions

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.
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.

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 Salesforce and Hubspot CRM.