Automate your marketing asset tracking tasks

Add automation directly from forms or the email marketing tool. You can automate follow-up processes to continue nurturing contacts after they interact with your content. Create a ticket after a contact submits a form so you can track their interaction with your business, or add contacts who clicked on a specific link in a marketing email to a static list so you know who to target with your next email campaign.

Automate the tasks of monitoring your CRM files

From your deal or ticket pipeline settings, you can automate a series of actions to take when the record reaches a specific deal stage or ticket status. Create a task for the sales manager to follow up with a rep when a deal status changes to Closed Won. Or send an internal notification to your support team when a new ticket is created, ensuring that no customer request goes unanswered. You can also update the ticket status when an email is sent or received from a customer, reducing the time your reps spend on administrative tasks.

B2B Conversational Sequence Tool

Set up sequences to grow your leads over time. When a contact is enrolled in a sequence, they will receive a series of personalized, timed one-to-one emails. You can also automatically create follow-up tasks as part of the sequence. You can enroll contacts into sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or workflow help.

B2B Conversational Sequence Tool

Use workflows to automate your marketing, sales, and service processes in HubSpot. Workflows automatically register registrations based on criteria defined in registration triggers. The workflow will then perform a series of actions on the registered record or related records.

Internal workflows

Create a workflow to automate your business processes to increase your team's efficiency. Set enrollment criteria to automatically enroll records and act on your contacts, companies, deals, quotes, and tickets. You can also take action on related records, such as updating the company associated with a registrant contact.

External integrations and APIs

You'll find more than 1,090 custom integrations in HubSpot's App Marketplace — making it easy to connect HubSpot to your favorite tools in just a few clicks.

By creating integrations on APIs, you can connect your integrations to your software and use them in tandem with each other. Integration allows the flow of information to and from apps and devices in real time – APIs allow them to talk to each other.