An automated workflow using integromat
Connects HubSpot + Autopilot Journeys
Add new HubSpot CRM customers to Autopilot
About this workflow template
This automation scenario allows you to connect HubSpot and Autopilot Journeys
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
HubSpot and Autopilot Journeys can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch Records in HubSpot
Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.
Then this action happens in Autopilot Journeys
Create Contact in Autopilot Journeys
Allows you to create or update a contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot CRM customers to Autopilot.
Part I
Configure Applications
First, we need to connect HubSpot and Autopilot Journeys 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 Autopilot Journeys to Make.com.
Give Make.com access to your Autopilot Journeys account, using Autopilot Journeys 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 Records (Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.).
Then set up an Action for Autopilot Journeys
Choose this action: Create Contact (Allows you to create or update a contact. ).
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 Autopilot Journeys.
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 Add new HubSpot CRM customers to Autopilot!
Related Automation Templates
Supported triggers and actions
New form submission
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
Add contact to list
Adds a new contact and adds them to a list.
actionbyzapierintegromatintegratelyAdd contact
Adds a new contact.
actionbyzapierCreate contact
Allows you to create or update a contact.
actionbyintegromatintegratelyUnsubscribe contact
Unsubscribes contact from all emails.
actionbyzapierintegromatintegratelypabbly-connectAdd contact to journey
Add contacts to journeys.
actionbyintegromatUpdate contact
Updates the details of a contact. This method will return the contact's ID number.
actionbyintegromat
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Autopilot Journeys is an intuitive and visual marketing automation software that enables you to easily build and automate multi-channel customer journeys. Connect with popular platforms like Salesforce and WooCommerce, and send targeted and personalized messages to engage leads and convert them to customers.
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.
