Overview
Improve your customer management process using HubSpot automation. By connecting HubSpot with your workflow, you can update contacts, trigger emails, create sales tasks, or simply delegate the work to one of your custom AI agents.
You can use Taskade's HubSpot integration in several ways.
Add HubSpot to Agent Tools
Connecting your Custom AI Agents with HubSpot gives them the ability to send emails, manage contacts, and automate marketing activities.
π‘ Note: Visit our guide to AI Agent Tools to learn more.
Build HubSpot Automations
Using HubSpot connector as part of your automation flows enables you to streamline data handling and streamline your sales workflows.
π‘ Note: Visit our Automation Guide to learn more.
HubSpot Triggers & Actions
(TRIGGER) New Deal | Triggers when a new deal is found. |
(TRIGGER) New Contact | Triggers when a new contact is found. |
(TRIGGER) Deal Stage Reached | Triggers when a deal enters a set stage. |
(ACTION) Create New Contact | Creates a new contact in HubSpot CRM. |
(ACTION) Create New Deal | Creates a new deal in HubSpot CRM. |
HubSpot Automation Settings
Connector options give you full control over the HubSpot automation:
π·οΈ Field | π€ Description |
PIPELINE | The sequence of stages a deal goes through in the sales process, from prospecting to closing. |
DEAL STAGE | The specific step in the pipeline that a deal is currently in, reflecting its progress towards completion. |
DEAL NAME | The title or identifier for the deal, typically summarizing the opportunity or client. |
DEAL OWNER | The person or team member responsible for managing and moving the deal forward within the pipeline. |
DEAL TYPE | The category or classification of the deal, which could be based on factors like new business, renewal, upsell, etc. |
AMOUNT | The value of the deal, often projected revenue or contract size, that is being negotiated or closed. |
PRIORITY | The level of importance or urgency assigned to a deal, helping to focus on high-value opportunities. |
CLOSE DATE | The estimated or scheduled date when the deal is expected to be finalized. |
FIRST NAME | The contact's first name, essential for personalizing communication and building a personal connection. |
LAST NAME | The contact's last name, important for proper identification and record-keeping within the CRM system. |
The primary email address for the contact, used as a key point of contact for marketing campaigns and correspondence. | |
CONTACT OWNER | The HubSpot user assigned to manage and nurture the relationship with this specific contact. |
JOB TITLE | The contact's position within their organization, which provides insight into decision-making authority and needs. |
LIFECYCLE STAGE | The current phase of the contact within the customer journey, from initial awareness to loyal customer, informing targeted marketing efforts. |
LEAD STATUS | The status indicating the contact's level of qualification and readiness to proceed through the sales funnel, guiding sales engagement strategies. |
HubSpot Automation Use Cases
Not sure how to use the HubSpot connector? Here are a few ideas:
πͺ Use Case | π€ Description |
Create task from new deal | Automatically create a new task in Taskade whenever a new deal is found in HubSpot. |
Notify team of new contacts | Send notifications to the team whenever a new contact is added in HubSpot. |
Assign tasks based on deal status | Automatically create tasks in Taskade for specific team members based on the status of deals in HubSpot. |
Create follow-up reminders | Generate follow-up tasks in Taskade based on deal close dates in HubSpot. |
Sync customer information | Sync new customer information from HubSpot to Taskade to keep the team updated. |
Track deal progress | Create tasks to track the progress of deals in HubSpot through their various stages. |
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