Automating workflows between and HubSpot can significantly enhance business productivity and efficiency. By integrating these two powerful platforms, you can seamlessly connect data across apps to trigger automated processes based on specific events or actions. This guide provides an overview of how and HubSpot work together to streamline operations, empower teams, and boost results. offers robust integration with HubSpot, allowing you to instantly connect your HubSpot account and leverage’s easy drag-and-drop interface to build sophisticated workflows and scenarios. Whether you want to automatically manage contacts and leads, customize onboarding sequences, or create targeted email campaigns – enables you to automate multi-step processes spanning HubSpot and numerous other apps.

The and HubSpot integration provides the backbone for advanced workflow automation across your tech stack. By following the steps in this guide, you’ll be equipped to enhance productivity, improve efficiency, and unlock the full potential of these two platforms. Let’s get started! and HubSpot Integration Overview and HubSpot integrate seamlessly thanks to’s native HubSpot integration. This allows you to connect your HubSpot account to with just a few clicks, eliminating the need for complex coding or APIs. Once connected, the two platforms synchronize data and triggers between each other, unlocking powerful automation capabilities.

Some key benefits of integrating and HubSpot include:

  • Streamlined workflows between HubSpot CRM and other apps
  • Automated lead handling and management
  • Personalized customer onboarding processes
  • Sophisticated email marketing campaigns
  • Enhanced sales operations and reporting

With’s easy drag-and-drop interface, you can build automated scenarios tailored to your business needs. This takes your HubSpot workflows to the next level, saving you time while boosting productivity and efficiency.

Step 1 – Connect Your HubSpot Account to

Connecting your HubSpot account to is quick and easy. Here are the steps to link the two platforms:

  1. Log into your account and click on “Connections” in the left sidebar.

  2. Click the “Add a Connection” button.

  3. Search for “HubSpot” and select the HubSpot CRM connection.

  4. Enter your HubSpot credentials when prompted and click “Connect.” will now authenticate with HubSpot.

  5. Once connected, you will see your HubSpot account listed under “My Connections.” You can now leverage this integration when building workflows.

The direct native integration makes linking and HubSpot a seamless process. In just a few clicks, you can securely connect to your HubSpot account and start accessing your data for advanced automation (

Step 2 – Configure Scenarios provides a powerful visual scenario builder that allows you to connect workflows and automate processes across different applications. Scenarios are multi-step workflows that can trigger actions in one app based on events in another app.

For example, you could build a scenario that automatically adds new HubSpot contacts to a Mailchimp email list, sends them a personalized welcome email, and creates a task in Asana to follow up with them. The possibilities are endless.

According to’s documentation, scenarios are built using a drag-and-drop workflow editor that makes it easy to visualize your process from start to finish (source). You simply choose your apps, define the triggers, add actions for each step, and handles the workflows behind the scenes. also offers pre-built scenario templates that you can customize for common use cases like lead management, task automation, data synchronization, and more (source). This makes it fast and simple to build out complex, multi-step scenarios tailored to your specific needs.

With some creativity and’s intuitive scenario builder, you can supercharge your HubSpot workflows by connecting them to your other essential business apps.

Step 3 – Set Up Triggers and Actions

Setting up triggers and actions is a crucial step in building automated workflows between and HubSpot. provides a wide variety of triggers and actions that can be configured to execute your desired workflows.

Triggers are events that initiate a scenario. For example, you can set up a trigger for “New Form Submission” in HubSpot that will activate a scenario whenever someone fills out a form on your website. Some other useful triggers include: new imported contact, new deal created, new email received, etc.

Actions are the steps that occur in response to a trigger. connects to thousands of apps, enabling countless actions like adding contacts, sending emails, updating deal stages, posting to Slack, and more. For HubSpot integrations, handy actions include: create contact, add to list, update contact, send email, create deal, log call, etc.

To configure triggers and actions in, simply drag and drop modules into your scenario workflow and connect them visually with arrows to construct the automation. The modules are pre-built, so no coding is required.

Here are some examples of useful triggers and actions for HubSpot workflows:

  • Trigger: New form submission in HubSpot -> Actions: Create contact in HubSpot, add contact to list in HubSpot, send welcome email from HubSpot
  • Trigger: New imported contact in HubSpot -> Actions: Add contact to onboarding workflow in, schedule follow up call in HubSpot
  • Trigger: New marked deal won in HubSpot -> Actions: Create invoice in QuickBooks, add deal amount to revenue report in Google Sheets

The possibilities are endless when combining’s triggers and actions with HubSpot. Refer to’s module documentation for more details on configuring triggers and actions to enable powerful workflows.

Lead Handling and Management Scenarios offers powerful capabilities for automating and streamlining your lead handling and management workflows between HubSpot and other systems. Here are some examples of what you can achieve:

Automatically qualify and score leads based on criteria like form submissions, site engagement, etc. As described in this use case, you can set up scenarios to assign lead scores and update the associated deal stage in HubSpot when certain conditions are met.

Enrich leads by pulling in additional data from integrated apps. According to this tutorial, you can automate lead enrichment across multiple data sources to uncover more information about each lead.

Sync lead status between your CRM and marketing automation platform. allows you to keep lead stage updated in real-time across HubSpot, Marketo, Salesforce, and other systems.

Segment and tag leads automatically based on engagement and profile data. You can create scenarios to add leads to specific lists or tags in HubSpot when they meet predefined criteria.

Prioritize and route leads to the right sales reps using custom assignment rules. enables you to build sophisticated lead routing logic to ensure leads end up with the rep best suited to handle them.

With these and many other options, provides immense flexibility to customize your lead handling processes and eliminate tedious manual work.

Customer Onboarding Scenarios

Automating parts of the customer onboarding process with and HubSpot integration can significantly improve efficiency. According to, onboarding automation enables creating “a delightful welcome experience and helping your new clients unlock the benefits of your product.”

Some examples of customer onboarding automation scenarios include:

  • Automatically adding new customers to relevant email lists and campaigns in HubSpot when they sign up
  • Sending personalized welcome emails with relevant onboarding information
  • Creating tasks and reminders for sales reps to follow up with new customers
  • Updating customer fields and data in HubSpot as they progress through onboarding steps
  • Triggering requests for product feedback surveys after onboarding milestones provides a detailed case study on how they helped a client called Scentia optimize their customer onboarding process using, Airtable and forms. By implementing automated workflows with, Scentia was able to save over 10 hours per week on manual onboarding tasks. The case study highlights specific examples and results –

With some creativity, the integration capabilities of and HubSpot can allow you to automate a significant portion of customer onboarding for major time savings and an improved experience.

Email Marketing Automation

One of the most powerful ways to leverage and HubSpot together is by automating your email marketing campaigns. With the native integration between the two platforms, you can seamlessly connect your HubSpot email marketing tools with’s workflow automation capabilities to streamline sending targeted, triggered emails to your contacts and customers.

For example, you can set up scenarios in to automatically enroll new contacts into pre-defined email nurture streams based on their attributes or behaviors. As the contact progresses through your sales funnel, can automatically move them into different nurture streams and send the appropriate emails from HubSpot. also makes it easy to personalize your HubSpot emails dynamically with data from other integrated apps. You can pull in customer information to segment and customize your emails for a more tailored experience. Personalized subject lines, content and calls-to-action have been proven to boost open and clickthrough rates.

In addition, enables you to schedule your HubSpot email sends based on time delays, dates, or other triggers across your workflows. You can also leverage’s “if this, then that” logic to conditionally send different emails to contacts based on criteria you specify.

Overall, integrating with HubSpot provides immense flexibility and automation capabilities for your email marketing campaigns. You can orchestrate sophisticated behaviors like timed email nurturing, dynamic personalization, conditional sending, and more. This eliminates tedious manual workflows and allows you to execute truly automated, targeted email marketing.

For more details on specific ways to leverage for HubSpot email marketing automation, check out their integration guide here.

Reporting and Analytics Scenarios

One of the most powerful aspects of integrating with HubSpot is the ability to set up automated reporting and analytics scenarios. With, you can easily pull data from HubSpot and other sources to generate custom reports and dashboards on a recurring schedule. This eliminates the need for manual data compilation and provides you with real-time visibility into key metrics.

For example, you could create a daily sales report that automatically pulls in revenue data from HubSpot, compiles it into a spreadsheet, and emails it to your team. Or build a customer retention dashboard that tracks churn rate over time, alerting you if it exceeds a threshold. The possibilities are endless.

Some examples of reporting automation scenarios with include:

  • Scheduled reports on lead generation, deal pipeline, customer lifetime value, and other KPIs
  • Automated data exports from HubSpot to tools like Google Data Studio for dashboarding
  • Real-time notifications when key metrics hit targets
  • Consolidated reports combining data from HubSpot, Salesforce, and other systems
  • Customer analytics around engagement, churn risk, and more

With easy drag-and-drop configuration and over 300 app integrations, provides limitless options for building custom analytics workflows that enhance your visibility into business performance. You can tailor the reporting to focus on metrics that matter most to your organization.

As noted in this article, automated reporting delivers actionable insights, improves productivity, and ensures you never miss critical information. Integrating reporting workflows with HubSpot provides a powerful advantage for data-driven organizations.

Sales Operations Scenarios and HubSpot together enable you to supercharge your sales operations through powerful automation. Here are some examples of how you can streamline key sales tasks and processes:

Manage deals – Create deals automatically in HubSpot when a lead reaches a certain lifecycle stage in Sync deal status between the two platforms to maintain consistency.

Create tasks – Automatically generate follow-up tasks in HubSpot when specific events occur in, like when a deal is moved to a closing stage.

Schedule meetings – Set up to automatically create meetings in HubSpot’s calendar when deal amounts reach defined thresholds for sales rep involvement.

Update CRM records – Keep HubSpot contact and company records updated by automatically syncing data from scenarios. This ensures data accuracy.

Send notifications – Notify sales reps through HubSpot when their deals are updated or new leads are assigned to them based on workflows.

Track KPIs – Pull in key performance metrics from scenarios to dynamically update HubSpot dashboards and reports.

By automating these critical sales tasks with and HubSpot, you can significantly boost productivity, accelerate deal velocity, and enhance visibility into your sales pipeline and processes.

Common Use Cases and Examples

Here are some of the most common and impactful scenarios for integrating and HubSpot:

Lead Management

Automate lead management workflows between your website, HubSpot, and other systems. For example:

  • New form submission on your website automatically creates a new contact in HubSpot
  • Contact added to a list in HubSpot automatically assigns them to a campaign in ActiveCampaign
  • Contact marked as MQL in HubSpot automatically creates a new lead in Salesforce

This bi-directional sync ensures your systems stay up-to-date and no lead ever falls through the cracks. See’s guide on HubSpot CRM integration for more examples.

Customer Onboarding

Streamline your customer onboarding process by automating cross-platform workflows such as:

  • New customer created in HubSpot automatically initializes onboarding sequence
  • Welcome email sent through HubSpot, profile created in Intercom, task assigned in Asana
  • Payment processed in Stripe triggers account creation across all systems

This eliminates repetitive manual work so your team can focus on delighting new customers.

Reporting and Analytics

Sync your HubSpot data to a BI tool like Google Data Studio for advanced reporting and analytics. Automate daily or weekly data syncs to ensure your dashboards have the most up-to-date data.

Sales Operations

Keep your sales operations running smoothly by setting up workflows like:

  • Closed deal in HubSpot automatically updates forecast in Salesforce
  • Closed-Lost deal triggers follow-up task for sales rep
  • Deal moves to specific stage assigned to sales operations for additional processing

This tight integration between systems gives your sales teams more time to focus on selling.

Benefits of Integrating and HubSpot

Integrating and HubSpot can provide numerous benefits that help boost productivity and streamline operations. Here are some of the key advantages:

Time and Cost Savings

Automating repetitive tasks between and HubSpot eliminates the need for manual data entry and redundant processes. This saves time for your team to focus on more strategic initiatives. According to, some users experience up to 90% time savings after implementing workflow automations. The integrations also reduce costs by optimizing operations.

Improved Efficiency

Synchronizing data and processes between the two platforms creates seamless handoffs. This improves overall workflow efficiency as information flows between systems automatically. Tasks like lead capture, data transfers, status updates, and notifications can happen in real-time without human intervention.

Better Data Flows

The integration enables automatic data synchronization between and HubSpot. This bi-directional flow of information ensures data is consistent and up-to-date across both systems. You don’t have to worry about duplicate data entry or manual data transfers.

Enhanced Processes

Leveraging’s workflow automation capabilities can help optimize processes like lead qualification, customer onboarding, email marketing, and more. You can create customized scenarios tailored to your unique needs for process enhancement.

Tips for Getting Started

When integrating and HubSpot for the first time, it’s best to start small and focus on automating one or two key workflows. This will allow you to get familiar with how the platforms work together without getting overwhelmed.

Begin by mapping out one or two of your most important processes that you want to automate between HubSpot and For example, you may want to set up automation for lead assignment or email sequences for new contacts. Identify the triggers, actions, and connections needed to automate these scenarios.

Leverage the templates and pre-built scenarios within as much as possible. This will save you time instead of building everything from scratch. offers templates for common automations like lead assignment, email follow-ups, and more. You can easily customize these to fit your specific needs.

Don’t try to automate everything at once. Get a few key workflows up and running, then evaluate and tweak before layering on more complex automations. Document your scenarios as you build them for easy reference. provides excellent support articles and videos to guide you through setup and using the platform. Lean on these resources when you need help or ideas.

With a thoughtful approach focused on starting small and utilizing available resources, you’ll be automating like a pro between HubSpot and in no time!


Integrating new platforms always comes with questions. Here are some of the most frequently asked questions when setting up with HubSpot:

What permissions are needed to connect and HubSpot?

You need admin level access to both and HubSpot in order to connect the platforms. Make sure the HubSpot user that will be used for the integration has full admin rights before getting started.

I’m getting an error when trying to connect. What should I do?

Some common errors when connecting and HubSpot include invalid credentials, restricted IP addresses, and disabled APIs. Double check that the username and password being used for HubSpot are correct. You may also need to whitelist IPs or enable HubSpot APIs. Check with your HubSpot administrator if the issues persist.

Is there a limit on how many scenarios I can create? does not enforce hard limits on the number of scenarios you can build. However, each scenario runs on a schedule which can contribute to your overall monthly executions. Check your plan details for any execution limits.

Can I create scenarios for both CRM and Marketing Hub in HubSpot?

Yes,’s integration works with both CRM and Marketing Hub products from HubSpot. You can use the same account to connect to multiple HubSpot portals and build automation across both.

Do I need coding experience to build scenarios?

No coding is required when building scenarios in It provides a visual drag-and-drop interface for connecting apps and configuring workflow steps. This makes it accessible even for non-technical users.

What happens if or HubSpot have downtime?

Any scenarios will pause running during downtimes for either or HubSpot. They will automatically resume when connectivity is restored. Some execution errors may occur if downtime happens mid-scenario.

Conclusion: Unlock the Power of Integrating and HubSpot

Integrating and HubSpot can transform your business by unlocking powerful automation capabilities. As we’ve explored in this guide, some of the key benefits include:

  • Seamless connectivity between the two platforms
  • Sophisticated workflow automation beyond HubSpot’s native tools
  • Fully customizable scenarios tailored to your unique needs
  • Enhanced lead management and sales/marketing optimization
  • Significant time and cost savings from streamlined processes

With’s intuitive drag-and-drop interface, you can easily build multi-step workflows that connect HubSpot to thousands of other apps. This empowers you to automate repetitive tasks, freeing up your team for more strategic work.

If you’re looking to supercharge your HubSpot workflows, the time to integrate is now. Get in touch to discuss how we can craft custom automation scenarios to meet your specific business goals. Together, we can streamline your operations for maximum productivity and success.

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