An automated workflow using integromat
Connects RD Station + HubSpot
Send an opportunity from RD Station to Hubspot CRM
About this workflow template
This automation scenario allows you to connect RD Station and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
RD Station and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in RD Station
Watch New Opportunities in RD Station
Triggers when a lead is marked as opportunity.
Then this action happens in HubSpot
Create/Update a Contact in HubSpot
Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send an opportunity from RD Station to Hubspot CRM.
Part I
Configure Applications
First, we need to connect RD Station and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect RD Station to Make.com.
Give Make.com access to your RD Station account, using RD Station credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot 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 RD Station
Choose the following trigger: Watch New Opportunities (Triggers when a lead is marked as opportunity.).
Then set up an Action for HubSpot
Choose this action: Create/Update a Contact (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).
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 RD Station and HubSpot.
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 Send an opportunity from RD Station to Hubspot CRM!
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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
Conversion event
It registers a new conversion event for a contact.
actionbyzapierintegratelyWon deal
Marks a deal as won.
actionbyzapierautomateioMark a lead as won / lost
Marks a specified Lead as Won or Lost.
actionbyintegromatCreate a conversion event
Registers a new conversion event for a contact.
actionbyintegromatLost deal
Marks a deal as lost.
actionbyzapierautomateioCreate a abandoned cart event
This event is recorded whenever a cart is abandoned on an e-commerce platform.
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.
