Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
When a customer starts an Intercom conversation, a HubSpot service ticket is created. Support and sales share one view of every customer interaction.
Sales and support share a complete picture of every customer.
Saves ~35 min/week
When 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.
Stale deals get an automatic nudge with a one-click booking link, recovering lost conversations.
Saves ~25 min/week
When someone books through Cal.com, their HubSpot contact is created/updated and the meeting logs as a deal activity. Booking form answers become contact properties.
Every Cal.com booking instantly becomes a tracked CRM activity with full context.
Saves ~30 min/week
When someone registers for your Eventbrite event, their contact record is created or updated in HubSpot and added to an event-specific list.
Every event registrant becomes a CRM contact instantly for targeted nurturing.
Saves ~30 min/week
When you create a Zoom webinar, personalized invitations go to specific HubSpot lists. After the webinar, attendance data updates each contact's record.
Webinar invites reach the right audience and post-event follow-ups are tailored to attendance.
Saves ~40 min/week
When a prospect books through HubSpot, Zoom meeting is created with the link added to the invite. After the call, the recording logs to the HubSpot contact record.
Every sales meeting is automatically created, recorded, and linked to the right contact.
Saves ~35 min/week
When 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.
Every prospect gets a timely, personalized follow-up at each deal stage.
Saves ~50 min/week
Every email you send or receive in Gmail that matches a HubSpot contact gets logged to their timeline automatically. Full conversation history visible to your whole team.
Complete email history is visible to your entire team in HubSpot, making handoffs seamless.
Saves ~40 min/week
When you add or update a contact in HubSpot, the matching customer record in QuickBooks updates automatically. No more mismatched records.
Customer records stay identical in both systems, eliminating mismatched data.
Saves ~30 min/week
When a HubSpot deal closes, a matching invoice is created in QuickBooks with the correct customer, line items, and amounts. No double data entry.
Your books reflect every closed deal automatically, saving hours of manual entry each week.
Saves ~1 hr/week
When a Stripe invoice is paid or overdue, the matching HubSpot deal record updates with the payment status. Your sales team always knows who has paid.
Your sales pipeline reflects real payment status in real time.
Saves ~30 min/week
When a deal moves to Closed Won in HubSpot, a Stripe invoice is created and sent to the customer automatically. You get paid faster and eliminate billing mistakes.
Invoices go out within minutes of closing a deal, cutting time-to-payment by 3-5 days.
Saves ~45 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
