Typeform + Heap + Hubspot CRM integration
Use Autopilot to create journeys that use the Typeform, Heap and Hubspot CRM integrations.
Marketing Automation ideas to integrate Typeform, Heap and Hubspot CRM.
Showing 6 journey ideas for Typeform, Heap and Hubspot CRM
About the Typeform integration
Continue the conversations you started on Typeform by automating the next steps of your customer’s journey in Autopilot.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
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 Typeform integration, Heap integration and the Hubspot CRM integration.
Journey Triggers
Typeform Submitted
Add a contact to a journey when they submit a Typeform.
Heap Event
Add a contact to a journey when they perform a Heap event.
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
Has Submitted Typeform
Check if a contact has previously submitted a specific Typeform.
Check HubSpot CRM Deal Stage
Check the stage of the latest deal associated with a contact.
Journey Actions