Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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New Contact Created

This trigger activates when a new contact is created in HubSpot, allowing Trengo to create a corresponding contact record or initiate communication channels such as email, SMS, or WhatsApp.
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Contact Updated

Activated when a contact is updated or modified in HubSpot, enabling Trengo to synchronize contact details and preferences and ensure consistent communication across channels.
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New Deal Created

Triggered when a new deal is created in HubSpot, allowing Trengo to create a corresponding ticket or initiate communication with the sales team for deal-related inquiries or support.
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Deal Stage Updated

This trigger activates when the stage of a deal is updated in HubSpot, enabling Trengo to trigger follow-up actions or notifications based on deal progression or changes.
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New Form Submission

Triggered when a new form submission is recorded in HubSpot, allowing Trengo to create a ticket or initiate communication channels such as email or SMS for lead follow-up and support.
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Email Clicked

This trigger activates when a contact clicks on a link in an email in HubSpot, allowing Trengo to track email engagement data and initiate follow-up communication channels for further engagement or support.
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Email Opened

Triggered when a contact opens an email in HubSpot, enabling Trengo to track email interactions and prioritize follow-up actions or support responses based on email engagement.
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New Blog Post Published

Triggered when a new blog post is published in HubSpot, allowing Trengo to notify relevant team members or initiate communication channels such as email or social media for promoting the blog post.
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New Social Media Post Published

Triggered when a new social media post is published in HubSpot, enabling Trengo to engage with customers or prospects through social media channels and manage interactions centrally within HubSpot.

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Todoist

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Streamline task management and improve productivity by integrating Todoist with HubSpot, enabling you to sync tasks, deadlines, and priorities seamlessly.

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bexio

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Streamline business management processes by integrating bexio with HubSpot, empowering you to sync data seamlessly between your CRM and accounting software for enhanced efficiency and productivity.

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Wave

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Simplify financial management and gain insights into your business finances by integrating Wave with HubSpot, enabling you to manage invoicing, accounting, and reporting effortlessly.

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Maxio

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Optimize subscription management and revenue recognition by integrating Maxio (previously SaaSOptics) with HubSpot, enabling you to streamline subscription billing, analytics, and reporting for SaaS businesses.

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forms.app

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Simplify form management and lead capture by integrating forms.app with HubSpot, enabling you to create custom forms, collect data, and automate lead generation seamlessly.

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Sansan

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Simplify contact management and improve CRM efficiency with Sansan integrated with HubSpot. Explore our integration services for better customer relationship management.

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Bird

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Simplify project management and streamline workflows with Bird integrated with HubSpot. Discover how our integration solutions can optimize your project processes.

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Birdeye

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Improve reputation management and drive customer engagement by integrating Birdeye with HubSpot, enabling you to monitor reviews, collect feedback, and enhance online presence effectively.

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June

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Streamline project management and collaboration by integrating June with HubSpot, enabling you to track tasks, deadlines, and project progress seamlessly within your CRM platform.

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HubLMS

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Enhance your learning management system and deliver personalized training by integrating HubLMS with HubSpot, enabling you to track learner progress and nurture leads effectively.

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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

"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.

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Trengo + HubSpot

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Unified Communication Hub

Integrate HubSpot with Trengo to create a unified communication hub, enabling seamless collaboration and customer communication across multiple channels within the HubSpot platform.

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Omnichannel Messaging

Utilize Trengo's omnichannel messaging capabilities to engage leads and customers through various channels, including email, SMS, WhatsApp, and social media, all managed centrally within HubSpot.

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Automated Ticketing

Leverage Trengo's automated ticketing system to streamline customer support workflows, allowing support teams to create, manage, and resolve tickets directly within HubSpot based on customer interactions and inquiries.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Trengo Integration facilitate unified communication?

The integration facilitates unified communication by centralizing customer communication channels within the HubSpot platform, enabling seamless collaboration and interaction across email, SMS, WhatsApp, social media, and more.

Can I engage leads and customers through multiple channels with Trengo?

Yes, you can engage leads and customers through multiple channels using Trengo's omnichannel messaging capabilities, including email, SMS, WhatsApp, and social media, all managed centrally within HubSpot for enhanced efficiency and productivity.

How does Trengo's automated ticketing system streamline customer support workflows?

Trengo's automated ticketing system streamlines customer support workflows by allowing support teams to create, manage, and resolve tickets directly within HubSpot based on customer interactions and inquiries, ensuring timely and efficient resolution of issues.

What types of triggers and actions are available with the HubSpot Trengo Integration?

Triggers and actions include contact and deal management, form submissions, email engagements, blog and social media posts, workflow automation, and ticket creation and management, enabling comprehensive integration and automation of communication and support processes between HubSpot and Trengo.

Can I prioritize support responses based on email engagement?

Yes, you can prioritize support responses based on email engagement using the integration, allowing Trengo to track email interactions and ensure timely follow-up or resolution based on customer engagement levels.

How customizable are the communication channels and ticketing workflows with Trengo?

The communication channels and ticketing workflows with Trengo are highly customizable, allowing you to define and tailor communication channels, ticket categories, and workflow rules based on your specific business requirements and support processes.

Are there any limitations or considerations when using the HubSpot Trengo Integration?

While the integration offers powerful communication and support capabilities, it's important to ensure proper setup and training to maximize its benefits and address any potential limitations or compatibility issues with existing systems or workflows.

Can I track customer interactions and engagement across different channels in HubSpot?

Yes, you can track customer interactions and engagement across different channels in HubSpot using the integration, providing visibility into customer communication history and interactions for better customer relationship management and decision-making.

How does Trengo help in managing social media interactions within HubSpot?

Trengo helps in managing social media interactions within HubSpot by enabling centralized management of social media channels, allowing teams to engage with customers or prospects, respond to inquiries, and track interactions directly within the HubSpot platform.

Can I automate communication workflows and responses with Trengo?

Yes, you can automate communication workflows and responses with Trengo using the integration, allowing you to set up automated responses, triggers, and notifications based on predefined criteria and rules to streamline communication processes and improve efficiency.
The integration facilitates unified communication by centralizing customer communication channels within the HubSpot platform, enabling seamless collaboration and interaction across email, SMS, WhatsApp, social media, and more.
Yes, you can engage leads and customers through multiple channels using Trengo's omnichannel messaging capabilities, including email, SMS, WhatsApp, and social media, all managed centrally within HubSpot for enhanced efficiency and productivity.
Trengo's automated ticketing system streamlines customer support workflows by allowing support teams to create, manage, and resolve tickets directly within HubSpot based on customer interactions and inquiries, ensuring timely and efficient resolution of issues.
Triggers and actions include contact and deal management, form submissions, email engagements, blog and social media posts, workflow automation, and ticket creation and management, enabling comprehensive integration and automation of communication and support processes between HubSpot and Trengo.
Yes, you can prioritize support responses based on email engagement using the integration, allowing Trengo to track email interactions and ensure timely follow-up or resolution based on customer engagement levels.
The communication channels and ticketing workflows with Trengo are highly customizable, allowing you to define and tailor communication channels, ticket categories, and workflow rules based on your specific business requirements and support processes.
While the integration offers powerful communication and support capabilities, it's important to ensure proper setup and training to maximize its benefits and address any potential limitations or compatibility issues with existing systems or workflows.
Yes, you can track customer interactions and engagement across different channels in HubSpot using the integration, providing visibility into customer communication history and interactions for better customer relationship management and decision-making.
Trengo helps in managing social media interactions within HubSpot by enabling centralized management of social media channels, allowing teams to engage with customers or prospects, respond to inquiries, and track interactions directly within the HubSpot platform.
Yes, you can automate communication workflows and responses with Trengo using the integration, allowing you to set up automated responses, triggers, and notifications based on predefined criteria and rules to streamline communication processes and improve efficiency.

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