An automated workflow using integromat
Connects Salesforce + HubSpot
Create a HubSpot CRM deal from a new Salesforce opportunity
About this workflow template
This automation scenario allows you to connect Salesforce 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
Salesforce and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Salesforce
Watch Records in an Object in Salesforce
Triggers when a record in an object is created or updated.
Then this action happens in HubSpot
Create a Record in HubSpot
Creates a contact, a company, or a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a HubSpot CRM deal from a new Salesforce opportunity.
Part I
Configure Applications
First, we need to connect Salesforce and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce 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 Salesforce
Choose the following trigger: Watch Records in an Object (Triggers when a record in an object is created or updated.).
Then set up an Action for HubSpot
Choose this action: Create a Record (Creates a contact, a company, or a deal.).
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 Salesforce 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 Create a HubSpot CRM deal from a new Salesforce opportunity!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierNew 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)_.
triggerbyzapierautomateioNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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.
