Hubspot offers a brilliant way to set up sales & marketing sequences and workflows to help your business grow without compromise.
In this documentation, you'll learn how to run automations in Autonami using Hubspot-related triggers and actions.
Autonami can receive webhooks from Hubspot.
Here's how you can set up webhooks as triggers:
Step 1: Select the event - Webhook Received under CRM
Click on Done.
Step 2: Copy the webhook URL
Click on the webhook received trigger and copy the webhook URL.
Paste the copied webhook URL when sending data using your Hubspot account.
Now, you can send the data using this webhook URL from your Hubspot account to Autonami.
Once you've configured your webhook data, you will be all set.
You can start creating conditional or direct actions in Autonami to make your automation run whenever it receives a webhook from Hubspot.
Here is a list of actions that you get with Hubspot in Autonami:
- Add Contact to List
- Add contact to Workflow
- Create Contact
- Remove Contact from List
- Remove Contact from Workflow
- Update Contact Fields
To set up an action, select an event. For example, we have selected the event - Cart Abandoned.
We’ll see the following action:
We have selected our action to create contact.
This is the automation we created. Every time a user abandons their cart on your store, contact will be created on your Hubspot account.
Let's test this automation.
Note: Remember to make the automation Live before testing it.
Here we have abandoned our cart in the store.
The contact gets successfully created in Hubspot with the email, first name, and last name as entered on the checkout form.
Take a look:
Congratulations! You have successfully set up automation in Autonami using Hubspot triggers and actions.