This automation scenario allows you to connect HubSpot and Reply.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 Reply.io can also be integrated using automation tools other than integromat:
When this trigger fires 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 Reply.io
Creates and pushes a contact to the selected campaign.
This guide contains information on how to set up an automatic workflow that allows to Create a Reply.io contact from a HubSpot CRM contact and push it to a sequence.
Part I
First, we need to connect HubSpot and Reply.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 Reply.io to Make.com.
Give Make.com access to your Reply.io account, using Reply.io credentials.
Part II
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 Reply.io
Choose this action: Create a Contact and Push It to Campaign (Creates and pushes a contact to the selected campaign.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Reply.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 a Reply.io contact from a HubSpot CRM contact and push it to a sequence!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Creates and pushes a contact to the selected campaign.
Creates a new contact.
Deletes a contact specified by email address.
Retrieves details of a contact specified by the email address.
Performs an arbitrary API call.
Marks a selected contact as replied.
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.