Segment + Salesforce + Hubspot CRM integration

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

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

Segment Event to Create Salesforce Opportunity to Add HubSpot CRM Deal

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Segment Event to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

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Segment Event to Create Salesforce Opportunity to Update HubSpot Contact Field

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Segment Event to Assign Salesforce Lead to Add HubSpot CRM Deal

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Segment Event to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Segment Event to Assign Salesforce Lead to Update HubSpot Contact Field

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Segment Event to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

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Segment Event to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Segment Event to Set Salesforce Campaign Member Status to Update HubSpot Contact Field

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Segment Event to Add Salesforce Task to Add HubSpot CRM Deal

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Segment Event to Add Salesforce Task to Update HubSpot CRM Deal Stage

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Segment Event to Add Salesforce Task to Update HubSpot Contact Field

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Segment Event to Check Salesforce Field to Add HubSpot CRM Deal

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Segment Event to Check Salesforce Field to Update HubSpot CRM Deal Stage

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Segment Event to Check Salesforce Field to Update HubSpot Contact Field

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Segment Event to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal

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Segment Event to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Segment Event to Check Salesforce Campaign Member Status to Update HubSpot Contact Field

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Segment Event to Assign Salesforce Lead to Group to Add HubSpot CRM Deal

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Segment Event to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage

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Segment Event to Assign Salesforce Lead to Group to Update HubSpot Contact Field

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Segment Event to Update Salesforce Field to Add HubSpot CRM Deal

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Segment Event to Update Salesforce Field to Update HubSpot CRM Deal Stage

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Segment Event to Update Salesforce Field to Update HubSpot Contact Field

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Segment Event to Add HubSpot CRM Deal to Create Salesforce Opportunity

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Segment Event to Add HubSpot CRM Deal to Assign Salesforce Lead

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Segment Event to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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Segment Event to Add HubSpot CRM Deal to Add Salesforce Task

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Segment Event to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

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Segment Event to Add HubSpot CRM Deal to Update Salesforce Field

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Segment Event to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Segment Event to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

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Segment Event to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Segment Event to Update HubSpot CRM Deal Stage to Add Salesforce Task

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Segment Event to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Segment Event to Update HubSpot CRM Deal Stage to Update Salesforce Field

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Segment Event to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Segment Event to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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Segment Event to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Segment Event to Check HubSpot CRM Deal Stage to Add Salesforce Task

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Segment Event to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Segment Event to Check HubSpot CRM Deal Stage to Update Salesforce Field

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Segment Event to Update HubSpot Contact Field to Create Salesforce Opportunity

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Segment Event to Update HubSpot Contact Field to Assign Salesforce Lead

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Segment Event to Update HubSpot Contact Field to Set Salesforce Campaign Member Status

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Segment Event to Update HubSpot Contact Field to Add Salesforce Task

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Segment Event to Update HubSpot Contact Field to Assign Salesforce Lead to Group

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Segment Event to Update HubSpot Contact Field to Update Salesforce Field

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Salesforce Campaign Trigger to Send Segment Event to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Send Segment Event to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Send Segment Event to Update HubSpot Contact Field

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Salesforce Campaign Trigger to Add HubSpot CRM Deal to Send Segment Event

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Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Send Segment Event

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Salesforce Campaign Trigger to Check HubSpot CRM Deal Stage to Send Segment Event

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Salesforce Campaign Trigger to Update HubSpot Contact Field to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Add HubSpot CRM Deal

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Salesforce Field Changed to Send Segment Event to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Send Segment Event to Update HubSpot Contact Field

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Salesforce Field Changed to Add HubSpot CRM Deal to Send Segment Event

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Salesforce Field Changed to Update HubSpot CRM Deal Stage to Send Segment Event

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Salesforce Field Changed to Check HubSpot CRM Deal Stage to Send Segment Event

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Salesforce Field Changed to Update HubSpot Contact Field to Send Segment Event

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New HubSpot CRM Contact to Send Segment Event to Create Salesforce Opportunity

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New HubSpot CRM Contact to Send Segment Event to Assign Salesforce Lead

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New HubSpot CRM Contact to Send Segment Event to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Send Segment Event to Add Salesforce Task

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New HubSpot CRM Contact to Send Segment Event to Assign Salesforce Lead to Group

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New HubSpot CRM Contact to Send Segment Event to Update Salesforce Field

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New HubSpot CRM Contact to Create Salesforce Opportunity to Send Segment Event

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New HubSpot CRM Contact to Assign Salesforce Lead to Send Segment Event

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New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Send Segment Event

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New HubSpot CRM Contact to Add Salesforce Task to Send Segment Event

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New HubSpot CRM Contact to Check Salesforce Field to Send Segment Event

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New HubSpot CRM Contact to Check Salesforce Campaign Member Status to Send Segment Event

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New HubSpot CRM Contact to Assign Salesforce Lead to Group to Send Segment Event

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New HubSpot CRM Contact to Update Salesforce Field to Send Segment Event

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HubSpot CRM Contact Field Match to Send Segment Event to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Send Segment Event to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Send Segment Event to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Send Segment Event to Add Salesforce Task

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HubSpot CRM Contact Field Match to Send Segment Event to Assign Salesforce Lead to Group

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HubSpot CRM Contact Field Match to Send Segment Event to Update Salesforce Field

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HubSpot CRM Contact Field Match to Create Salesforce Opportunity to Send Segment Event

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send Segment Event

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HubSpot CRM Contact Field Match to Set Salesforce Campaign Member Status to Send Segment Event

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HubSpot CRM Contact Field Match to Add Salesforce Task to Send Segment Event

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HubSpot CRM Contact Field Match to Check Salesforce Field to Send Segment Event

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HubSpot CRM Contact Field Match to Check Salesforce Campaign Member Status to Send Segment Event

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Group to Send Segment Event

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HubSpot CRM Contact Field Match to Update Salesforce Field to Send Segment Event

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HubSpot CRM Deal Stage Match to Send Segment Event to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Send Segment Event to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Send Segment Event to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Send Segment Event to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Send Segment Event to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Send Segment Event to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Create Salesforce Opportunity to Send Segment Event

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Send Segment Event

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send Segment Event

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HubSpot CRM Deal Stage Match to Add Salesforce Task to Send Segment Event

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HubSpot CRM Deal Stage Match to Check Salesforce Field to Send Segment Event

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HubSpot CRM Deal Stage Match to Check Salesforce Campaign Member Status to Send Segment Event

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HubSpot CRM Deal Stage Match to Assign Salesforce Lead to Group to Send Segment Event

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HubSpot CRM Deal Stage Match to Update Salesforce Field to Send Segment Event

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HubSpot CRM Deal Stage Match to Set Salesforce Campaign Member Status to Send Segment Event

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Salesforce Field Changed to Update Salesforce Field to Send Segment Event

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New HubSpot CRM Contact to Assign Salesforce Lead to Send Segment Event

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Segment Event to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Segment Event to Send Segment Event to Add Salesforce Task

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New HubSpot CRM Contact to Set Salesforce Campaign Member Status to Send Segment Event

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HubSpot CRM Contact Field Match to Assign Salesforce Lead to Send Segment Event

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Salesforce Campaign Trigger to Update Salesforce Field to Send Segment Event

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Salesforce Campaign Trigger to Update HubSpot CRM Deal Stage to Send Segment Event

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Segment Event to Send Segment Event to Assign Salesforce Lead

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Salesforce Campaign Trigger to Send Segment Event to Add HubSpot CRM Deal

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Segment Event to Check HubSpot CRM Deal Stage to Add Salesforce Task

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Salesforce Field Changed to Add Salesforce Task to Send Segment Event

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New HubSpot CRM Contact to Send Segment Event to Set Salesforce Campaign Member Status

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Segment Event to Assign Salesforce Lead to Update HubSpot Contact Field

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Segment Event to Check Salesforce Field to Update HubSpot CRM Deal Stage

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Salesforce Campaign Trigger to Assign Salesforce Lead to Group to Send Segment Event

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Salesforce Field Changed to Send Segment Event to Update Salesforce Field

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Segment Event to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

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HubSpot CRM Contact Field Match to Add Salesforce Task to Send Segment Event

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Showing 124 journey ideas for Segment, Salesforce and Hubspot CRM

About the Segment integration

Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.

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.

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.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Segment integration, Salesforce integration and the Hubspot CRM integration.

Journey Triggers

Segment Event
Add a contact to a journey when they perform a Segment event.
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.

Journey Actions

Send Segment Event
Send a contextual Segment Event.
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 Segment, Salesforce and Hubspot CRM.