HubSpot + Morning Metrics

Create tickets in HubSpot when customers match newly-updated Morning Metrics criteria

The best time to reach out to a customer is before they cancel. Set up this Zap to use Morning Metrics to identify customers who are in danger of leaving and automatically create a HubSpot ticket for your customer success team to reach out to them. It’s an effortless way to be proactive and keep your customers happy.

The best time to reach out to a customer is before they cancel. Set up this Zap to use Morning Metrics to identify customers who are in danger of leaving and automatically create a HubSpot ticket for your customer success team to reach out to them. It’s an effortless way to be proactive and keep your customers happy.

  1. When this happens...
    Morning MetricsMorning Metrics
    Automation Triggered

    Runs when an automation you've configured in Morning is triggered.

    TriggerInstant
  2. automatically do this...
    HubSpotHubSpot
    Create Ticket

    Creates a Ticket in HubSpot.

    ActionWrite
  3. then do this!
    HubSpotHubSpot
    Update Ticket

    Update a Ticket in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select OrganizationRequired

    • Select AutomationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • ProjectRequired

    • MetricRequired

    • Profile Id Type

    • Profile ID

    Action
    Write
    • OrganizationRequired

    • ProjectRequired

    • MetricRequired

    • ActionRequired

    • Value

    • Customer Data

    • Customer Id Type

    • Customer Id Value

    • Customer data

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Segment TypeRequired

    • SegmentRequired

    • FormatRequired

    • FrequencyRequired

    • Starting on

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • ProjectRequired

    Action
    Write
    • OrganizationRequired

    • Segment TypeRequired

    • SegmentRequired

    Action
    Search
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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  • Marketing Automation

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About Morning Metrics

Morning is a platform that allows you to trigger workflows as your metrics change.
Help

Related categories

  • Business Intelligence