An automated workflow using integromat
Connects HubSpot + SmartReach
Create SmartReach.io prospects for new HubSpot CRM contacts
About this workflow template
This automation scenario allows you to connect HubSpot and SmartReach
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in HubSpot
Watch CRM Objects in HubSpot
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Then this action happens in SmartReach
Create a Prospect in SmartReach
Creates a new prospect.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create SmartReach.io prospects for new HubSpot CRM contacts.
Part I
Configure Applications
First, we need to connect HubSpot and SmartReach to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect SmartReach to Make.com.
Give Make.com access to your SmartReach account, using SmartReach credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).
Then set up an Action for SmartReach
Choose this action: Create a Prospect (Creates a new prospect.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and SmartReach.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create SmartReach.io prospects for new HubSpot CRM contacts!
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Supported triggers and actions
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Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create a prospect
Creates a new prospect.
actionbyintegromatCreate prospect
Creates a prospect.
actionbyzapierpabbly-connectAdd tags to prospect
Add tags to an existing prospect.
actionbyzapierAssign prospect to campaign
Assigns prospect to a campaign.
actionbyzapierAdd domain to "do not contact" list
Adds a new domain to Do Not Contact List.
actionbyzapierAdd email to "do not contact" list
Adds a new email to Do Not Contact List.
actionbyzapier
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
