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Automation inspiration

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From lead management to customer communication, here are the top ways marketers use automation to save time, improve data accuracy, and stay organized.

4 ways to automate your marketing operations and processes

The faster you log new prospects for your records, the better. This automation can handle all of that work for you, too. It will trigger whenever a new lead is captured by one of your Lead Gen forms on LinkedIn, automatically adding their details to HubSpot (or updating an existing lead with new information) so you can rely on having the latest data available at all times.

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

LinkedIn Ads

Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.

New Lead Gen Form Response (Organic Content)

Triggers when you receive a new form response for an ad.

New Lead Gen Form Response (Sponsored content)

Add Company to Audience

Add Contact to Audience

Creates an Audience that you can add Contacts or Companies to.

Create Audience

Sends a Conversion Event to a Conversion.

Send Conversion Event

Removes an email address from an Audience.

Remove Email from Audience

Create Report

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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

HubSpot

New Company

New Contact

Triggers when a company recently created or updated.

Company Recently Created or Updated

Triggers when a contact recently created or updated.

Contact Recently Created or Updated

Triggers when a line_item recently created or updated.

Line_item Recently Created or Updated

Triggers when a product recently created or updated.

Product Recently Created or Updated

Triggers when new custom object is available.

New Custom Object

New Deal

Triggers when a specified property is provided or updated on a Deal.

Deal Property Change

Triggers when all, or some specific new email event is available.

New Email Event

Triggers when new email timeline subscription added for the portal.

Email Subscriptions Timeline

New Engagement

New Form Submission

Triggers when new line_item is available.

New Line_item

Triggers when a calendar task is created. _(Marketing Hub Professional plans and above)_.

New Calendar Task

Triggers when a contact is added to the specified list.  _(Marketing Hub Starter plans and above)_.

New Contact in List

Triggers when a new article is added to your COS blog.

New COS Blog Article

Triggers when a new custom object is created.

Triggers when a deal enters a specified stage.

New Deal in Stage

Triggers when a specified property is provided or updated on a deal.

New Deal Property Change

Triggers when a message is posted from HubSpot to the specified social media channel.

New Social Media Message

New Ticket

Triggers when a specified property is provided or updated on a ticket.

New Ticket Property Change

New Product

Triggers when a specified property is provided or updated on a company.

New Company Property Change

Triggers when a specified property is provided or updated on a contact.

New Contact Property Change

Triggers when a specified property is provided or updated on a custom object.

New Custom Object Property Change

Updated Deal Stage

Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.

Find Company Deprecated

Find Company

Find Contact

Find Custom Object

Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.

Find Deal Deprecated

Find Deal

Find Associations

Get Owner by Email

Finds and retrieves CRM object pipeline stage details.

Get Pipeline Stage Details

Get Deal by ID

Get Owner by ID

Find Line_item

Find Product

Find Ticket

Find or Create Company

Find or Create Contact

Find or Create Custom Object

Find or Create Deal

Find or Create Line_item

Find or Create Product

Find or Create Ticket

Add Contact to Deal

Adds a contact to a specific static list.  _(Marketing Hub Starter plans and above)_

Add Contact to List

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company Deprecated

Create Company

Create Contact

Create Associations

Creates a new calendar task. _(Marketing Hub Professional plans and above)_

Create Calendar Task

Creates a new Engagement for a contact, in HubSpot.

Create Engagement

Creates and immediately publishes a message on a specified social media channel.

Create Social Media Message

Create Ticket

Create Custom Object

Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.

Create Deal Deprecated

Create Deal

Add Contact to Workflow

Get Company

Get Contact

Get Custom Object

Get Deal

Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.

Get File Public URL

Get Line_item

Get Product

Get Ticket

Create Line_item

Creates a blog post in your HubSpot COS blog.

Create COS Blog Post

Creates a new custom enterprise event. _(Marketing Hub Enterprise plans only)_

Create Enterprise Event

Create Product

Remove Associations

Remove a contact from a specific static list.  _(Marketing Hub Starter plans and above)_

Remove Contact From List

Creates a new submission for a selected form.

Create Form Submission

Update Company

Update Contact by ID

Update Contact

Update Deal

Update Line_item

Update Product

Update Ticket

Update Custom Object

Remove Email Subscription

Upload File

Creates a new contact or updates an existing contact based on email address.

Create or Update Contact

Create or update contacts on HubSpot from new LinkedIn Ads leads

Typeform helps you create beautiful forms, surveys, contests, and more for access across all devices. Use Zapier to start adding new leads to your Salesforce CRM as Typeform form entries are submitted. Take names, email addresses,  and any other information you'd like to collect and create a brand new lead within Salesforce in just a few clicks. Once you set up this integration, new Typeform form entries submitted from that point forward are individually added to Salesforce as leads.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

4 ways to automate your marketing operations and processes

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