How to automate HubSpot in 5 steps

December 2022
How to automate HubSpot in 5 steps

Are you looking for a way to maximize your business’s efficiency? With the right CRM software, you can automate tasks that would normally take hours of manual labor. One of the most powerful CRM platforms available today is HubSpot. As an all-in-one platform, it offers software and assistance to help businesses develop. In this post, we will cover how to automate HubSpot for ERP, CMS, and HR Systems.  

What is HubSpot?  

HubSpot is a popular customer relationship management (CRM) platform used by businesses of all sizes. It provides an end-to-end solution that can be used for sales automation, marketing automation, customer service automation, and more. The software is designed to make it easier for businesses to manage their customers’ data and keep track of customer relationships.

If you would like to learn more about HubSpot, here is our awesome blog post about it!

5 steps of HubSpot automation

To automate processes in HubSpot, you can use the Workflows tool to create automated rules and actions. Here are some steps to help you get started with automating processes in HubSpot:

  1. Go to the Workflows tool in your HubSpot account and click on “Create workflow.”
  1. Define the trigger for your workflow. This is the event that will kick off the automated process. For example, you might choose to trigger a workflow when a new contact is added to your database, or when a contact completes a form on your website.
  1. Set up the conditions that must be met for the workflow to run. For example, you might specify that the workflow should only run for contacts who have a specific property value, or who are in a certain lifecycle stage.
  1. Define the actions that should be taken when the workflow is triggered. These could include sending an email, adding a task to a team member's to-do list, or updating a contact property.
  1. Save and activate your workflow. Once it is active, it will run automatically based on the trigger and conditions you have defined.
HubSpot automation

Let's see HubSpot automations for different systems.

Boost Productivity and Save Time with ERP Automation in HubSpot

An ERP system is an integrated suite of applications used to manage a business’s internal activities. Automated processes within ERP systems enable businesses to blend data from multiple sources in real time, thereby allowing for more accurate forecasting and planning.  

Revolutionize Content Management with HubSpot CMS Automation

A CMS system is a platform that allows users to manage web content such as text, videos, images, audio files, etc., which are then published on websites or other digital channels. With automated integration to the HubSpot platform, you can easily create and manage content such as blog posts and landing pages while ensuring all relevant information is tracked in one place. This includes tracking page views and other website metrics like click-through rates to better understand user engagement with your content.  

Simple automation with HubSpot to create a custom Miro Board for every new customer

Elevate HR Efficiency with HubSpot Automation

The HR department plays a key role in any organization by providing services such as recruitment & onboarding of new employees, performance reviews etc… All of which need to be managed efficiently for the organization to run smoothly and successfully. With automated integration to the HubSpot platform, you can easily connect your HR processes such as recruiting campaigns or employee onboarding tasks with other activities like sales or marketing campaigns so that all information is tracked in one place.

What Are the Benefits of Automating My HubSpot Account?  

Automating your HubSpot account has many benefits, including improved efficiency and increased accuracy. By linking different systems together, data entry errors are reduced since information only needs to be entered once instead of multiple times into different systems. It also saves time since manual processes are eliminated and tasks are completed faster than before. Finally, it allows teams to focus on more important tasks since mundane tasks like data entry no longer need to be done manually.  

Streamline Processes with HubSpot Automation

Automating your HubSpot account with other systems such as ERP, CMS or HR Systems makes it easier to manage customer relationships while saving time and ensuring accuracy across all platforms. With automated processes in place, businesses can improve efficiency while focusing on more essential tasks instead of mundane ones like data entry or manual updates. If you are looking for ways to make the most out of your HubSpot account, then automating it should be something to consider! Get in touch with us today!

How to automate HubSpot in 5 steps

How to automate HubSpot in 5 steps

Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.

But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.

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What does Cloud Integration mean?

What does Cloud Integration mean?


  • Is available in real time
  • Can be accessed from almost anywhere
  • Reduce potential sources of error by entering the same data multiple times
  • Require less installation and maintenance
  • Can optimize business processes

Arrange a free cloud integration consultation now

To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:

The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.

Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:

01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.

02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.

What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.

But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.

IPaaS, SaaS, BPA, ABC – who can still see through it?

To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.

We have made a first distinction between iPaaS and BPA here.

We explain the term SaaS in more detail here.

Here the short version, again:
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Cloud integration cannot be done without SaaS, iPaaS and BPA

Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.

However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.

As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.

Arrange a free cloud integration consultation now

Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.
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Automation consulting. Automate. Improve. Succeed.

We advise you independently and offer our expertise.