SureTriggers: HubSpot Integration Guide

Are you currently using HubSpot as your CRM? 

If so, you’re probably familiar with the challenges of managing your work within the application. HubSpot can sometimes feel overwhelming due to the number of manual tasks it requires.

For example, you may need to sync your new contacts with your email marketing tool or manually create contacts in HubSpot from different sources such as form submissions or lead collection tools.

It becomes even more difficult if you want to connect HubSpot with WordPress plugins like LearnDash or TutorLMS, as most of these plugins lack direct integrations with HubSpot.

But you can solve that problem with SureTriggers!

SureTriggers enables you to easily connect hundreds of WordPress plugins, web apps, and services with HubSpot, allowing you to automate tasks.

For example, you can set up a workflow in SureTriggers to automatically add contacts in HubSpot when people enroll into your LMS tool, or join your emailing list.

If this sounds interesting to you, we have all the information you need in this article. We cover everything from the basics of SureTriggers to how you can create automated workflows using the platform.

Let’s start with the basics.

What is HubSpot?

If you do not know this already, HubSpot is an awesome all-in-one platform for inbound marketing, sales, and customer relationship management (CRM). Basically, it’s a one-stop shop for businesses to attract, engage, and delight their customers.

With HubSpot, you can do a bunch of cool stuff.

You can manage all your contacts in one place, keep track of leads, create marketing campaigns, and analytics, social media management, etc.

The best part is, you can do all of this right from a single platform.

What is SureTriggers?

SureTriggers is an automation tool that can help you connect one app to another to automate processes.

With SureTriggers, you can create automated workflows that perform action events in different apps when a trigger event happens in the other app.

For example, you can set up a workflow to automatically add contacts into HubSpot, or send a Slack message when there’s a new HubSpot form submission.

HubSpot Tasks You Can Automate With SureTriggers

When you use SureTriggers, you can connect with 100s of apps with your HubSpot account. This opens up a whole new world of possibilities.

We know that HubSpot offers integration with some apps but not all web applications or WordPress plugins.

But with SureTriggers, you can integrate HubSpot with apps that do not have direct integration with HubSpot.

Some general workflows that you can easily create in SureTriggers can help you:

• Create a support ticket in your customer support platform like Freshdesk when a new contact is created in HubSpot.
• Update contacts in your email marketing tool when contacts are updated in HubSpot.
• Send a Slack message when new task form submissions happen in HubSpot.
• Create contacts into your HubSpot account when they book a meeting from your Calendly account.
• Create HubSpot tickets from Slack messages and assign them to a particular team member.
• Send emails to a group of people when a deal is updated.

These are some general examples. You can do a lot more.

How Does Automation Work in SureTriggers?

Automation in SureTriggers is based on triggers and actions.

A trigger is an event that occurs in your trigger app like a form being filled or a new contact getting added in HubSpot.

And, an action is a task that is automatically performed when a trigger occurs, such as sending a Slack message or adding a row in Google Sheets.

One complete set of triggers and actions is called a workflow!

Triggers & Actions Available for SureTriggers

We have added several triggers and actions for HubSpot in SureTriggers so you can create advanced workflows. Some of those triggers and actions are:

Triggers:

• Company Updated
• Contact Updated
• Deal Updated
• New Company Added
• New Contact Added
• New Deal Added
• New Line Item
• New Form Submission

Actions:

• Update Contact
• Create Contact
• Create Ticket
• Add Contact to List

How to Connect SureTriggers with HubSpot?

It’s really easy to connect your HubSpot account with SureTriggers. Actually, connecting any app with SureTriggers is pretty straightforward.

Just follow the steps in this video, and you’ll learn how to connect HubSpot with SureTriggers. It’s as simple as that!

How To Create HubSpot-Related Workflows in SureTriggers?

Once you connect your HubSpot account with your SureTriggers account, you’re ready to create automated workflows.

You can take actions in any other app when different events happen in your HubSpot account or take actions in your HubSpot account when events happen in any other app.

We have this article that can help you understand how to make workflows in SureTriggers. It explains everything about creating and managing workflows.

Once ready, you can automate repeating Hubspot-related tasks with SureTriggers and put your time into more important work like building strategies to grow your business. 🚀

And if you need any help or have questions, our team is just a message away!