Automate
your sales and CRM workflows with HubSpot
Overviews
How it works?
Create and update contacts on autopilot
When someone fills out a form, makes a purchase, or signs up through any connected tool, their information flows into HubSpot instantly. Keep your contact records accurate and complete without manual data entry.
Generate deals the moment money comes in
Turn payments into sales opportunities seamlessly. When a payment is received through your payment processor, a new deal appears in your HubSpot pipeline with all the relevant details already filled in.
Enrich your CRM with data from everywhere
Pull information from other platforms and add it to your HubSpot contacts or companies. Combine data from marketing tools, customer support systems, and databases to get a complete view of each customer.
Alert your sales team when deals progress
Send instant notifications to Slack, email, or text when a deal moves to a new stage. Your team stays informed about important changes without constantly checking the CRM.
Turn messages into support tickets instantly
When customers reach out through chat, email, or social media, create HubSpot tickets in the background. Nothing falls through the cracks and your support team can track every request in one place.
Sync CRM data to spreadsheets for reporting
Send your HubSpot contacts, deals, and company data to Google Sheets or Excel hands-free. Build custom reports and dashboards with always up-to-date information from your CRM.
Associate contacts, companies, and deals together
Link related records in HubSpot without clicking through multiple screens. When you create a deal, connect it to the right contact and company in one smooth workflow.
Build lead scoring workflows that run on their own
Update contact properties based on behavior across all your tools. When someone takes an action — like downloading content or attending a webinar — their lead score updates in HubSpot, helping your sales team prioritize the hottest prospects.
Configure
Build with Gmail
Connect form submissions to your sales pipeline
When someone submits a form on your website or landing page, add them as a contact in HubSpot and create a deal if they meet certain criteria. Assign the deal to the right sales rep and send a notification so follow-up happens fast.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
You can automate contact creation and updates, deal generation from payments or form fills, ticket creation from customer messages, data syncing to spreadsheets, sales team notifications, lead scoring, and connecting related records. Essentially, any repetitive task involving your HubSpot CRM can be automated.
Yes, you can build two-way sync workflows that keep HubSpot and your other business tools updated. When data changes in one place, it updates everywhere else based on how you configure your automations.
Absolutely. You can set up workflows that create HubSpot deals when specific events happen in your other tools — like receiving a payment, getting a qualified lead, or when someone books a meeting. The deal will include all relevant information pulled from the triggering event.
Build automations that watch for changes in HubSpot — like deal stage updates or new high-value contacts — and send notifications to Slack, email, SMS, or your team's preferred communication tool. You decide what events trigger notifications and who receives them.
Yes, you can pull data from various platforms and add it to your HubSpot contact or company records. Combine information from marketing tools, customer support systems, payment processors, and more to create comprehensive customer profiles without manual copying and pasting.