Each use case names the tools, what each one does in the workflow, and the steps to set it up.
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When a customer pays via Stripe, Zapier triggers a branded confirmation email through Resend with amount, date, and receipt link.
Setup: easyWhen you add a contact to an Airtable base or change status to Follow Up, Gmail sends a personalized email using your templates. Great for event follow-ups and onboarding.
Setup: easyWhen Brandwatch detects a brand or competitor mention on social media, it creates a task in HubSpot. Respond quickly to praise and complaints.
Setup: some workUse Cognism to find companies matching your ideal customer profile and push them directly into HubSpot as segmented lists. No more manual list building in spreadsheets.
Setup: easyWhen a new lead enters HubSpot, Cognism fills in job title, company size, industry, and direct phone. Your sales team spends less time researching and more time selling.
Setup: easyWhen someone gives a low score on a SurveyMonkey survey, HubSpot creates a support ticket and notifies customer success. No unhappy customer falls through the cracks.
Setup: easyWhen a deal is marked Closed Won in HubSpot, SurveyMonkey sends a customer satisfaction survey. Responses flow back into the contact record.
Setup: easyWhen a HubSpot deal has no activity for a set number of days, the contact automatically receives a Cal.com booking link to reschedule a conversation.
Setup: some workWhen someone registers for your Eventbrite event, their contact record is created or updated in HubSpot and added to an event-specific list.
Setup: easyWhen you create a Zoom webinar, personalized invitations go to specific HubSpot lists. After the webinar, attendance data updates each contact's record.
Setup: some workWhen a deal moves to a specific stage, a personalized follow-up email is sent from your Gmail with deal details. Consistent follow-up timing without relying on reps to remember.
Setup: some workWhen a designer finishes a graphic in Canva, it gets uploaded to HubSpot as a marketing asset ready for scheduling. No downloading and re-uploading.
Setup: easy