Typeform + Hubspot CRM + Salesforce integration

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

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

Typeform Submitted to Add HubSpot CRM Deal to Create Salesforce Opportunity

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Typeform Submitted to Add HubSpot CRM Deal to Assign Salesforce Lead

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Typeform Submitted to Add HubSpot CRM Deal to Set Salesforce Campaign Member Status

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Typeform Submitted to Add HubSpot CRM Deal to Add Salesforce Task

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Typeform Submitted to Add HubSpot CRM Deal to Assign Salesforce Lead to Group

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Typeform Submitted to Add HubSpot CRM Deal to Update Salesforce Field

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Typeform Submitted to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Typeform Submitted to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

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Typeform Submitted to Update HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Typeform Submitted to Update HubSpot CRM Deal Stage to Add Salesforce Task

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Typeform Submitted to Update HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Typeform Submitted to Update HubSpot CRM Deal Stage to Update Salesforce Field

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Typeform Submitted to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Typeform Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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Typeform Submitted to Check HubSpot CRM Deal Stage to Set Salesforce Campaign Member Status

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Typeform Submitted to Check HubSpot CRM Deal Stage to Add Salesforce Task

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Typeform Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead to Group

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Typeform Submitted to Check HubSpot CRM Deal Stage to Update Salesforce Field

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Typeform Submitted to Create Salesforce Opportunity to Add HubSpot CRM Deal

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Typeform Submitted to Create Salesforce Opportunity to Update HubSpot CRM Deal Stage

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Typeform Submitted to Assign Salesforce Lead to Add HubSpot CRM Deal

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Typeform Submitted to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Typeform Submitted to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

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Typeform Submitted to Set Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Typeform Submitted to Add Salesforce Task to Add HubSpot CRM Deal

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Typeform Submitted to Add Salesforce Task to Update HubSpot CRM Deal Stage

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Typeform Submitted to Check Salesforce Field to Add HubSpot CRM Deal

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Typeform Submitted to Check Salesforce Field to Update HubSpot CRM Deal Stage

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Typeform Submitted to Check Salesforce Campaign Member Status to Add HubSpot CRM Deal

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Typeform Submitted to Check Salesforce Campaign Member Status to Update HubSpot CRM Deal Stage

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Typeform Submitted to Assign Salesforce Lead to Group to Add HubSpot CRM Deal

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Typeform Submitted to Assign Salesforce Lead to Group to Update HubSpot CRM Deal Stage

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Typeform Submitted to Update Salesforce Field to Add HubSpot CRM Deal

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Typeform Submitted to Update Salesforce Field to Update HubSpot CRM Deal Stage

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New HubSpot CRM Contact to Has Submitted Typeform to Create Salesforce Opportunity

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New HubSpot CRM Contact to Has Submitted Typeform to Assign Salesforce Lead

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New HubSpot CRM Contact to Has Submitted Typeform to Set Salesforce Campaign Member Status

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New HubSpot CRM Contact to Has Submitted Typeform to Add Salesforce Task

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New HubSpot CRM Contact to Has Submitted Typeform to Assign Salesforce Lead to Group

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New HubSpot CRM Contact to Has Submitted Typeform to Update Salesforce Field

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Add Salesforce Task

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Create Salesforce Opportunity

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Assign Salesforce Lead

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Add Salesforce Task

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Assign Salesforce Lead to Group

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

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Salesforce Campaign Trigger to Has Submitted Typeform to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Has Submitted Typeform to Update HubSpot CRM Deal Stage

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Salesforce Field Changed to Has Submitted Typeform to Add HubSpot CRM Deal

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Salesforce Field Changed to Has Submitted Typeform to Update HubSpot CRM Deal Stage

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Typeform Submitted to Check Salesforce Field to Update HubSpot CRM Deal Stage

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Typeform Submitted to Update HubSpot CRM Deal Stage to Create Salesforce Opportunity

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Update Salesforce Field

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Assign Salesforce Lead

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Typeform Submitted to Update HubSpot CRM Deal Stage to Assign Salesforce Lead

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Typeform Submitted to Update HubSpot CRM Deal Stage to Update Salesforce Field

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Typeform Submitted to Set Salesforce Campaign Member Status to Add HubSpot CRM Deal

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Add Salesforce Task

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New HubSpot CRM Contact to Has Submitted Typeform to Update Salesforce Field

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New HubSpot CRM Contact to Has Submitted Typeform to Assign Salesforce Lead

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Salesforce Field Changed to Has Submitted Typeform to Add HubSpot CRM Deal

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Salesforce Campaign Trigger to Has Submitted Typeform to Add HubSpot CRM Deal

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New HubSpot CRM Contact to Has Submitted Typeform to Assign Salesforce Lead to Group

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Set Salesforce Campaign Member Status

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Typeform Submitted to Assign Salesforce Lead to Update HubSpot CRM Deal Stage

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Typeform Submitted to Check HubSpot CRM Deal Stage to Create Salesforce Opportunity

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Typeform Submitted to Check HubSpot CRM Deal Stage to Assign Salesforce Lead

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HubSpot CRM Contact Field Match to Has Submitted Typeform to Add HubSpot CRM Deal

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HubSpot CRM Deal Stage Match to Has Submitted Typeform to Add Salesforce Task

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New HubSpot CRM Contact to Has Submitted Typeform to Add Salesforce Task

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Showing 76 journey ideas for Typeform, Hubspot CRM and Salesforce

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 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 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 Typeform integration, Hubspot CRM integration and the Salesforce integration.

Journey Triggers

Typeform Submitted
Add a contact to a journey when they submit a Typeform.
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

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.
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.
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 Typeform, Hubspot CRM and Salesforce.