30% OFF
Claim offer
All integrations

HubSpot automation that keeps your CRM complete

From any step, create or update a contact, look one up or search for it, create a deal or move it to another stage, and log a note.

So every sale and lead lands in HubSpot without copying: a paid Shopify order becomes a won deal, a WooCommerce customer becomes a contact, and a form enquiry becomes a lead with a note.

See 2 HubSpot templates

What you can automate with HubSpot

Actions: Do this in a workflow

  • HubSpot CRM

    Create or update contacts, create and move deals, and log notes in your HubSpot CRM.

    • Contact upsert
    • Contact get
    • Contact search
    • Deal create
    • Deal update
    • Note create

Ready-made HubSpot templates

BusinessWooCommerce M-Pesa Store on AutopilotYour whole order process, hands-free. A customer orders on your WooCommerce store and their phone gets an M-Pesa prompt for the exact total. Once they pay, the order is marked paid with the M-Pesa receipt, they get a PDF receipt by SMS, they go into HubSpot with a won deal, and the sale lands in your Airtable sales log. Then every customer gets the right thank-you: big orders get a personal note written by AI and you get a VIP alert, returning customers get a welcome-back SMS with a discount code, and first-timers get you a WhatsApp ping. If they do not pay, they are texted a card payment link and the order is flagged for follow-up. 23 steps, zero manual work.
  • +11
BusinessShopify HubSpot Integration with a Thank-you SMSEvery paid Shopify order creates or updates the customer in HubSpot, logs the order as a won deal, and texts the customer a thank-you with their order-status link. Your CRM stays complete without anyone copying orders across.
  • +2

Questions

How do I connect HubSpot?
With a HubSpot private-app token that has the CRM contacts and deals scopes.
Will it create duplicate contacts?
Contact upsert creates or updates by email, so a returning customer is updated rather than added twice.
Can it move deals?
Yes. Deals can be created and moved to any stage in your pipeline.
Does it trigger on HubSpot changes?
Not today. HubSpot is an action: other apps feed it.

Automate HubSpot today

Start free with 3 workflows. No card needed. Install a template or build your own on the canvas.