Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Created in Salesloft

This trigger activates when a new contact is created in Salesloft, adding the contact automatically to HubSpot.

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Email Sent from Salesloft Tracked in HubSpot

Activated when an email is sent from Salesloft, allowing for detailed tracking and analytics in HubSpot.

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Salesloft Cadence Completed

This trigger fires when a prospect completes a cadence in Salesloft, enabling follow-up actions in HubSpot based on the outcome.

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Meeting Scheduled through Salesloft

Triggered when a meeting is scheduled via Salesloft, syncing the event details with the HubSpot calendar.

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Call Logged in Salesloft

Activated when a call is made and logged in Salesloft, ensuring call details are recorded in HubSpot for complete activity tracking.

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Lead Status Updated in Salesloft

Triggered when the status of a lead changes in Salesloft (e.g., from nurturing to qualified), updating the corresponding status in HubSpot.

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Task Completed in Salesloft

This trigger occurs when a task assigned in Salesloft is completed, marking it as completed in HubSpot as well.

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Salesloft Notes Synced to HubSpot Contact

Activated when notes are added to a contact in Salesloft, syncing them to the corresponding contact record in HubSpot for enhanced data richness.

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Opportunity Created in Salesloft

Triggered when a new opportunity is created in Salesloft, automatically creating or updating an opportunity in HubSpot.

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ActiveCampaign

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Unlock the full potential of marketing automation by integrating ActiveCampaign with HubSpot, empowering you to engage leads and nurture relationships effectively.

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SMS for HubSpot

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Discover the power of SMS marketing by integrating SMS for HubSpot, enabling you to reach your audience directly and drive engagement through personalized messaging.

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Vimeo

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Elevate your video marketing strategy by integrating Vimeo with HubSpot, enabling you to create, publish, and track video content seamlessly to drive engagement and conversions.

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MailerLite

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Enhance your email marketing efforts and drive engagement by integrating MailerLite with HubSpot, enabling you to create personalized email campaigns, segment contacts, and track performance metrics effectively.

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Wistia

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Harness the power of video marketing with Wistia integrated into HubSpot. Create engaging content, capture leads, and measure performance effectively.

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Vidyard

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Discover how integrating Vidyard with HubSpot can enhance your video marketing strategy, enabling you to create, personalize, and analyze video content to drive engagement and conversions.

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Constant Contact

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Streamline your email campaigns with Constant Contact integrated into HubSpot. Reach your audience effectively, track performance, and drive results.

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Organize and manage your marketing campaigns effectively with CoSchedule integrated with HubSpot. Explore our integration solution to streamline your marketing efforts.

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LaGrowthMachine

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Supercharge your growth marketing efforts by integrating LaGrowthMachine with HubSpot, enabling you to execute targeted campaigns, generate leads, and drive revenue growth effectively.

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Split Test Automation

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Optimize your marketing campaigns and improve conversion rates by integrating Split Test Automation with HubSpot, enabling you to conduct A/B tests seamlessly.

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"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

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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

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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.

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Salesloft + HubSpot

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Unified Sales Communication

Integrate HubSpot seamlessly with Salesloft to unify sales communication channels and streamline outreach efforts, enabling sales teams to engage prospects effectively and drive revenue.

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Advanced Sales Engagement

Empower your sales teams with advanced sales engagement features using Salesloft's powerful automation and cadence capabilities, leveraging HubSpot's rich customer data for personalized outreach.

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Enhanced Prospect Management

Optimize prospect management processes by synchronizing prospect data between HubSpot and Salesloft, ensuring a consistent and up-to-date view of prospects across platforms.

Hubspot integration FAQs

How does the HubSpot Salesloft Integration streamline sales processes?

By automatically syncing data such as contacts, activities, meetings, and call logs between Salesloft and HubSpot, the integration ensures that sales teams have up-to-date information, eliminating duplicate efforts and maintaining a clean workflow.

Can I enhance lead engagement through this integration?

Yes, the integration allows sales teams to leverage insights from both HubSpot and Salesloft to tailor engagement strategies specifically suited to each lead’s interactions and behaviors, enhancing personalization and effectiveness.

How does automating outreach and follow-up improve sales efficiency?

Automation of outreach and follow-up, based on predefined triggers like lead behavior or data changes in HubSpot, helps ensure timely and relevant communication, significantly improving response rates and reducing manual task loads.

Are activities conducted in Salesloft reflected in HubSpot?

Yes, all key activities conducted in Salesloft, such as emails sent, calls made, and meetings scheduled, are reflected in HubSpot to maintain a comprehensive view of each contact’s engagement timeline.

How does the integration handle new contacts created in Salesloft?

New contacts created in Salesloft are automatically added to HubSpot, ensuring the CRM contains all potential and current client data.

What happens when a Salesloft cadence is completed?

Upon completion of a cadence in Salesloft, specific follow-up actions can be triggered in HubSpot based on the cadence results, helping to streamline subsequent sales steps.

Can I track the results of Salesloft campaigns in HubSpot?

Campaign results from Salesloft can be utilized to impact lead scoring and segmentation in HubSpot, aiding in prioritization and more targeted follow-up strategies.

Are meetings scheduled in Salesloft visible in HubSpot?

Meetings and other scheduled events in Salesloft are automatically synchronized with the HubSpot calendar, providing visibility and coordination across sales teams.

How is information like call logs and notes managed between Salesloft and HubSpot?

Call logs and notes entered in Salesloft are directly synced to the respective contact records in HubSpot, enriching the contact profile with valuable interaction details.

What is the first step to integrating HubSpot with Salesloft?

The first step is to configure the integration settings within both HubSpot and Salesloft platforms, establishing the data sync preferences and specific triggers and actions that align with your sales processes.
By automatically syncing data such as contacts, activities, meetings, and call logs between Salesloft and HubSpot, the integration ensures that sales teams have up-to-date information, eliminating duplicate efforts and maintaining a clean workflow.
Yes, the integration allows sales teams to leverage insights from both HubSpot and Salesloft to tailor engagement strategies specifically suited to each lead’s interactions and behaviors, enhancing personalization and effectiveness.
Automation of outreach and follow-up, based on predefined triggers like lead behavior or data changes in HubSpot, helps ensure timely and relevant communication, significantly improving response rates and reducing manual task loads.
Yes, all key activities conducted in Salesloft, such as emails sent, calls made, and meetings scheduled, are reflected in HubSpot to maintain a comprehensive view of each contact’s engagement timeline.
New contacts created in Salesloft are automatically added to HubSpot, ensuring the CRM contains all potential and current client data.
Upon completion of a cadence in Salesloft, specific follow-up actions can be triggered in HubSpot based on the cadence results, helping to streamline subsequent sales steps.
Campaign results from Salesloft can be utilized to impact lead scoring and segmentation in HubSpot, aiding in prioritization and more targeted follow-up strategies.
Meetings and other scheduled events in Salesloft are automatically synchronized with the HubSpot calendar, providing visibility and coordination across sales teams.
Call logs and notes entered in Salesloft are directly synced to the respective contact records in HubSpot, enriching the contact profile with valuable interaction details.
The first step is to configure the integration settings within both HubSpot and Salesloft platforms, establishing the data sync preferences and specific triggers and actions that align with your sales processes.

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