An automated workflow using integromat
Connects HubSpot + Customer.io
Create Customer.io customers from HubSpot CRM contacts
About this workflow template
This automation scenario allows you to connect HubSpot and Customer.io
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 Customer.io can also be integrated using automation tools other than integromat:
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 Customer.io
Create or Update a Customer in Customer.io
Creates a new customer or updates the existing one.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Customer.io customers from HubSpot CRM contacts.
Part I
Configure Applications
First, we need to connect HubSpot and Customer.io 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 Customer.io to Make.com.
Give Make.com access to your Customer.io account, using Customer.io 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 Customer.io
Choose this action: Create or Update a Customer (Creates a new customer or updates the existing one.).
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 Customer.io.
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 Customer.io customers from HubSpot CRM contacts!
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
Create or update a person
Creates a new person. If the person already exists, it will be updated.
actionbyzapierCreate or update a customer
Creates a new customer or updates the existing one.
actionbyintegromatCreate event
Creates an event.
actionbyzapierintegratelypabbly-connectDelete customer
Deletes a customer.
actionbyzapierAdd people to segment
Adds people to a manual segment
actionbyintegromatDelete a customer
Deletes a customer and all their information from Customer.io.
actionbyintegromat
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.
