Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Lead Identified

Triggered when a new lead is identified or captured within Conduit AI, facilitating integration with HubSpot for adding leads to the CRM, assigning lead scores, and triggering lead nurturing workflows.
heading shape

Lead Score Updated

Activated when a lead score is updated or recalculated within Conduit AI, enabling integration with HubSpot for syncing lead scores, updating lead records, and triggering sales follow-up actions based on lead priority.
heading shape

Contact Enrichment Completed

Triggered when contact enrichment processes are completed or updated within Conduit AI, facilitating integration with HubSpot for syncing enriched contact data, updating contact records, and enhancing CRM data quality.
heading shape

Opportunity Predicted

Activated when a sales opportunity or deal is predicted or forecasted within Conduit AI, enabling integration with HubSpot for creating new opportunities, updating opportunity records, and assigning sales tasks based on predictive insights.
heading shape

Account Insights Generated

Triggered when account insights or recommendations are generated within Conduit AI, facilitating integration with HubSpot for syncing account data, updating account records, and optimizing account-based marketing strategies.
heading shape

Sales Task Assigned

Activated when a sales task is assigned or delegated within Conduit AI, enabling integration with HubSpot for syncing task assignments, updating task statuses, and tracking task completion within the CRM.
heading shape

Opportunity Pipeline Analyzed

Triggered when opportunity pipeline data is analyzed or reviewed within Conduit AI, facilitating integration with HubSpot for syncing pipeline metrics, generating reports, and optimizing sales forecasting and planning.
heading shape

Contact Engagement Detected

Activated when contact engagement activities are detected or recorded within Conduit AI, enabling integration with HubSpot for syncing engagement data, updating contact timelines, and triggering automated follow-up actions.
heading shape

Sales Forecast Updated

Triggered when sales forecasts are updated or revised within Conduit AI, facilitating integration with HubSpot for syncing forecast data, updating opportunity records, and aligning sales strategies with revenue projections.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

RingCentral

Connect

Explore the benefits of integrating RingCentral with HubSpot to transform communication workflows, improve collaboration, and drive productivity across your organization.

CRM Integration Logo

OpenPhone

Connect

Streamline communication and improve customer engagement by integrating OpenPhone with HubSpot, enabling you to manage calls, texts, and voicemails seamlessly within your CRM platform.

CRM Integration Logo

JustCall

Connect

Experience seamless communication with JustCall integrated into HubSpot. Make calls, send texts, and manage contacts all in one place.

CRM Integration Logo

CloudTalk

Connect

Streamline your communication channels and improve customer interactions with CloudTalk integrated with HubSpot. Discover more about our integration solution.

CRM Integration Logo

Ringover

Connect

Improve team collaboration and customer interactions with Ringover seamlessly integrated with HubSpot. Discover our integration solution now.

CRM Integration Logo

Zoho Mail

Connect

Enhance email communication and collaboration by integrating Zoho Mail with HubSpot, enabling you to sync contacts, track interactions, and streamline email workflows.

CRM Integration Logo

Vonage Suite

Connect

Enhance communication efficiency and customer engagement by integrating Vonage Integration Suite with HubSpot, enabling seamless integration of voice, messaging, and video into your CRM workflows.

CRM Integration Logo

Ultra Twilio Sync by Ulgebra

Connect

Enhance your communication efforts with Ultra Twilio Sync integrated with HubSpot. Streamline messaging processes and improve customer engagement.

CRM Integration Logo

Webex

Connect

Enhance communication and collaboration by integrating Webex with HubSpot, enabling seamless video conferencing, messaging, and file sharing within your CRM platform.

CRM Integration Logo

Zadarma

Connect

Enhance communication efficiency and customer engagement by integrating Zadarma with HubSpot, enabling seamless integration of voice, messaging, and telephony features into your CRM workflows.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Conduit AI: Copilot for CRM logo

Conduit AI: Copilot for CRM + HubSpot

bullet icon

AI-Powered Sales Assistance

Integrate Conduit AI: Copilot for CRM with HubSpot to leverage AI-powered sales assistance, automate repetitive tasks, and enhance sales productivity and efficiency.

bullet icon

Predictive Lead Scoring

Utilize Conduit AI's predictive lead scoring capabilities within HubSpot to prioritize leads based on their likelihood to convert, enabling sales teams to focus their efforts on high-value prospects and opportunities.

bullet icon

Automated Data Enrichment

Leverage Conduit AI's automated data enrichment features to enrich contact and company records within HubSpot with relevant, up-to-date information, ensuring data accuracy and completeness for effective sales and marketing activities.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Conduit AI: Copilot for CRM Integration leverage AI-powered sales assistance?

The integration leverages AI-powered sales assistance to automate repetitive tasks, prioritize leads, enrich CRM data, and provide predictive insights, enhancing sales productivity and efficiency within HubSpot.

Can Conduit AI's predictive lead scoring capabilities be utilized within HubSpot?

Yes, Conduit AI's predictive lead scoring capabilities enable prioritizing leads based on their likelihood to convert within HubSpot, empowering sales teams to focus their efforts on high-value prospects and opportunities.

How does the integration automate data enrichment processes within HubSpot?

The integration automates data enrichment processes within HubSpot by leveraging Conduit AI's automated data enrichment features to enrich contact and company records with relevant, up-to-date information, ensuring data accuracy and completeness for effective sales and marketing activities.

Is it possible to trigger sales follow-up actions based on predictive insights generated by Conduit AI?

Absolutely, the integration enables triggering sales follow-up actions within HubSpot based on predictive insights generated by Conduit AI, facilitating proactive sales engagement and personalized outreach strategies.

Can account-based selling strategies be recommended and implemented within HubSpot using Conduit AI?

Yes, account-based selling strategies and tactics can be recommended and implemented within HubSpot using Conduit AI, enabling businesses to optimize account-based marketing strategies, track account performance, and drive targeted sales approaches.

How customizable are the lead scoring models and predictive algorithms used by Conduit AI?

Lead scoring models and predictive algorithms used by Conduit AI are highly customizable, allowing businesses to tailor scoring criteria, adjust weightings, and refine algorithms to align with their specific sales objectives and target audience preferences.

Does the integration support real-time syncing of lead scores, contact engagement data, and opportunity forecasts between Conduit AI and HubSpot?

While Conduit AI offers robust capabilities for data synchronization and automation, real-time syncing may depend on the configuration, connectivity, and performance of the underlying systems and networks involved in the integration process.

How are sales tasks assigned and managed within HubSpot using Conduit AI?

Sales tasks can be assigned and managed within HubSpot using Conduit AI by syncing task assignments, updating task statuses, and tracking task completion, ensuring streamlined sales operations and efficient task management processes.

Can sales forecasts and opportunity pipeline metrics be updated and analyzed within HubSpot using Conduit AI?

Yes, sales forecasts and opportunity pipeline metrics can be updated and analyzed within HubSpot using Conduit AI, enabling businesses to track sales performance, optimize sales forecasting, and make data-driven decisions to drive revenue growth.

Are there any limitations to the types of data that can be integrated and synchronized between HubSpot and Conduit AI?

HubSpot Conduit AI: Copilot for CRM integration supports seamless integration and synchronization of various data types, including lead data, contact engagement metrics, opportunity forecasts, and AI-driven insights, ensuring flexibility and scalability to meet diverse sales and marketing needs.
The integration leverages AI-powered sales assistance to automate repetitive tasks, prioritize leads, enrich CRM data, and provide predictive insights, enhancing sales productivity and efficiency within HubSpot.
Yes, Conduit AI's predictive lead scoring capabilities enable prioritizing leads based on their likelihood to convert within HubSpot, empowering sales teams to focus their efforts on high-value prospects and opportunities.
The integration automates data enrichment processes within HubSpot by leveraging Conduit AI's automated data enrichment features to enrich contact and company records with relevant, up-to-date information, ensuring data accuracy and completeness for effective sales and marketing activities.
Absolutely, the integration enables triggering sales follow-up actions within HubSpot based on predictive insights generated by Conduit AI, facilitating proactive sales engagement and personalized outreach strategies.
Yes, account-based selling strategies and tactics can be recommended and implemented within HubSpot using Conduit AI, enabling businesses to optimize account-based marketing strategies, track account performance, and drive targeted sales approaches.
Lead scoring models and predictive algorithms used by Conduit AI are highly customizable, allowing businesses to tailor scoring criteria, adjust weightings, and refine algorithms to align with their specific sales objectives and target audience preferences.
While Conduit AI offers robust capabilities for data synchronization and automation, real-time syncing may depend on the configuration, connectivity, and performance of the underlying systems and networks involved in the integration process.
Sales tasks can be assigned and managed within HubSpot using Conduit AI by syncing task assignments, updating task statuses, and tracking task completion, ensuring streamlined sales operations and efficient task management processes.
Yes, sales forecasts and opportunity pipeline metrics can be updated and analyzed within HubSpot using Conduit AI, enabling businesses to track sales performance, optimize sales forecasting, and make data-driven decisions to drive revenue growth.
HubSpot Conduit AI: Copilot for CRM integration supports seamless integration and synchronization of various data types, including lead data, contact engagement metrics, opportunity forecasts, and AI-driven insights, ensuring flexibility and scalability to meet diverse sales and marketing needs.

Book a consultation call