Possibilities with HubSpot

Check out the use cases to automate and make the most of integrations with HubSpot

Trigger
HubSpot

Deal reaches pipeline stage

When a deal reaches a certain funnel stage on HubSpot

Deal products

Deal name

deal id

Pipeline

Stage

Reason for loss

owner name

Owner's surname

Owner's email

Amount

Description

Type

Comments

Contact: Email

Contact: Name

Contact: Last name

Contact: Position

Contact: Telephone number

Contact: City

Contact: Address

Contact: Zip Code

Contact: State/Region

Contact: Country

Contact: Cell phone number

Contact: Message

Contact: Persona

Contact: Owner's name

Contact: Owner's last name

Contact: Owner's email

Contact: Life cycle phase

Contact: Status

Contact: Source

Company: Company domain name

Company: Name

Company: Address

Company: Phone number

Company: Phone number without spaces and special characters

Company: Country

Company: City

Company: State/Region

Company: Zip Code

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Summary of deal-related products

Deal-related product names

Deal-related product SKUs

Prices of deal-related products

Quantities of products related to the deal

Billing frequency for recurring products

Billing period for recurring products

Billing period for recurring products (only numbers)

Billing date for recurring products

Total amount of products related to the deal

Total amount of the discount on products related to the deal

Deal Currency Code

Closing date

Deal last modified date

Contact: Date created

Trigger
HubSpot

Won deal

For each won deal on HubSpot

Deal products

Deal name

deal id

Deal pipeline

Deal stage

Reason for deal loss

Deal owner name

Deal owner's last name

Deal owner email

Deal amount

Deal description

Type of deal

Deal observations

Contact: Email

Contact: Name

Contact: Last name

Contact: Position

Contact: Telephone number

Contact: City

Contact: Address

Contact: Zip Code

Contact: State/Region

Contact: Country

Contact: Cell phone number

Contact: Message

Contact: Persona

Contact: Owner's name

Contact: Owner's last name

Contact: Owner's email

Contact: Life cycle phase

Contact: Status

Contact: Source

Company: Company domain name

Company: Name

Company: Address

Company: Phone number

Company: Phone number without spaces and special characters

Company: Country

Company: City

Company: State/Region

Company: Zip Code

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Summary of deal-related products

Deal-related product names

Deal-related product SKUs

Prices of deal-related products

Quantities of products related to the deal

Billing frequency for recurring products

Billing period for recurring products

Total amount of products related to the deal

Total amount of the discount on products related to the deal

Deal Currency Code

Closing date

Deal last modified date

Contact: Date created

Trigger
HubSpot

New contact

For each created contact on HubSpot

Is the contact in a workflow?

Study area

School

Contact position

Contact city

Contact Zip Code

Contact email

Contact address

Contact State/Region

Contact country

Life cycle phase

Original source through which a contact found your website

Message that the contact can leave on the form

Contact name

Contact last name

Company Name

Twitter username

Contact's cell phone number

Contact phone number

Contact's WhatsApp phone number

Company annual revenue

Company sector

Contact sex

Contact content association status

Lead status

URL of the contact's company website

Date of first conversion

Name of the event of the first conversion

Date of the recent conversio

Name of the event of the recent conversion

Number of employees

Contact creation date

A contact's start date, automatically synced from the Lead Ads tool

Contact's date of birth

Days to closing

Annual revenue of the primary company associated with the contact

Industry of the primary company associated with the contact

Name of the primary company associated with the contact

Website of the primary company associated with the contact

Trigger
HubSpot

Created deal

For each created deal on HubSpot

Deal products

Deal: Deal name

Deal: Deal ID

Deal: Pipeline

Deal: Deal stage

Deal: Closing reason lost

Deal: Name of deal owner

Deal: Owner's last name

Deal: Owner's email

Deal: Deal amount

Deal: Description

Deal: Type of deal

Deal: Observations

Contact: Email

Contact: Name

Contact: Last name

Contact: Position

Contact: Telephone number

Contact: City

Contact: Address

Contact: Zip Code

Contact: State/Region

Contact: Country

Contact: Cell phone number

Contact: Message

Contact: Persona

Contact: Owner's name

Contact: Owner's last name

Contact: Owner's email

Deal: Sales cycle phase

Contact: Status

Contact: Source

Company: Company domain name

Company: Name

Company: Address

Company: Phone number

Company: Phone number without spaces and special characters

Company: Country

Company: City

Company: State/Region

Company: Zip Code

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Deal: Product Summary

Deal: Product names

Deal: Product SKUs

Deal: Product prices

Deal: Product quantities

Billing frequency for recurring products

Billing period for recurring products

Deal: Total amount of related products

Deal: Total discount amount of related products

Deal: Currency Code

Deal: Closing date

Deal: Last modified date

Contact: Date created

Trigger
HubSpot

New form submission

For each new form response on HubSpot

Form name

Date of submission of the response to the form

Trigger
HubSpot

Lost deal

For each lost deal on HubSpot

Deal products

Deal: Deal name

Deal: ID

Deal: Pipeline

Deal: Stage

Deal: Lost reason

Deal: Owner name

Deal: Owner Last name

Deal: Owner email

Deal: Amount

Deal: Description

Deal: Type

Deal: Notes

Contact: E-mail

Contact: Name

Contact: Last name

Contact: Job title

Contact: Telephone

Contact: City

Contact: Address

Contact: Zip code

Contact: State

Contact: Country

Contact: Cellphone

Contact: Message

Contact: Persona

Contact: Owner name

Contact: Owner last name

Contact: Owner email

Contact: Lifecycle stage

Contact: Status

Contact: Source

Company: Domain name

Company: Name

Company: Address

Company: Telephone

Company: Telephone without spaces and special characters

Company: Country

Company: City

Company: State

Company: Zip code

Company: Annual revenue

Company: Description

Company: LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Deal: Related products resume (SKUs, names, price, quantity)

Deal: Related product names

Deal: Related product SKUs

Deal: Related product prices

Deal: Related product quantities

Deal: Billing frequency for recurring products

Deal: Billing period for recurring products

Deal: Total value of related products

Deal: Total discount value of related products

Deal: Currency code

Deal: Close date

Deal: Last modified date

Contact: Create date

Action
HubSpot

Create or update contact

create/update a contact on HubSpot

Contact list

Email Required

Name

Surname

Phone number

Cell phone number

WhatsApp Phone Number

Office

Message

Owner's email

Address

City

State/Region

Country

Postal Code

Status

Life cycle stage

Number of employees

Company: name

Company: Company domain name

Company: Sector

Company: Phone number

Company: Type

Company: City

Company: State/Region

Company: Zip Code

Company: Country

Company: Number of employees

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Action
HubSpot

Create or update deal

create/update a deal on HubSpot

Deal update settings

Deal update criteria

Distribute new deal

Select sellers

Opportunity owner email

Deal name Required

Contact: Name

Contact: Last name

Contact: Telephone

Contact: Cell phone

WhatsApp Phone Number

Deal: Deal amount

Deal: Description

Deal: Closing date

Type of deal

Contact: Email

Contact: Position

Contact: Message

Contact: Address

Contact: City

Contact: State/Region

Contact: Country

Contact: Status

Contact: Life cycle phase

Company: name

Comments

Company: Company domain name

Company: Sector

Company: Phone number

Company: Type

Company: City

Company: State/Region

Company: Zip Code

Company: Country

Company: Number of employees

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Product: Name of the product related to the deal

Product: Deal-related product SKU

Product: Quantity of the product related to the deal

Product: Price of the product related to the deal

Trusted by over 10.000 amazing companies

Create automations with HubSpot
and say goodbye to manual (and tedious) tasks!

By connecting HubSpot to the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

How to automate HubSpot with Pluga?

Pluga allows you to create automations between HubSpot and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. Based on this choice, you can define what will happen in the destination app of your automation.

  • Action and destination app of the automation

    What is an action within an automation with HubSpot?

    An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.

HubSpot

HubSpot

CRM

HubSpot is a software that offers tools for marketing, sales, and customer service. It facilitates marketing automation, customer relationship management (CRM), content creation, and data analysis, promoting customer attraction and engagement.

Visit HubSpot

Frequently Asked Questions

  • With Pluga, you can connect the app HubSpot with over 130 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.
  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between HubSpot and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between HubSpot and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between HubSpot and other apps without any technical knowledge required.

  • Automating HubSpot with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by HubSpot. Generally, Pluga accesses the documentation provided by HubSpot and independently develops the available integrations. Any mentions of Pluga on the HubSpot website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.