Plan Availability | All plan types |
Permissions | Solution Managers and Administrators |
Related Reading |
What is an Action?
An automation action is a step that performs a task, event, or change. Think of an action as:
When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.
SmartSuite's "Create Record" action for HubSpot allows you to automatically add new Contacts, Companies, and Deals. This is just the first version—stay tuned for future enhancements!
Select the HubSpot Action
The HubSpot Action is a native integration, making setup quick and easy:
Click Automations from the Solution drop-down menu.
Ensure you have Solution Manager or Administrator permissions.
Click Add Automation to create a new automation that will interact with HubSpot.
Choose the HubSpot Action
Create a new automation and select your Trigger.
Under Integrations, choose HubSpot.
Select "Create Record" (additional actions coming soon!).
Configuring HubSpot "Create Record"
Once your automation trigger fires and conditions are met, the HubSpot Update Record action will modify an existing entity. Follow these steps to configure it:
Connect Your HubSpot Account
Click Connect
Enter your credentials
Choose an Entity Type
Select the type of record you want to update:
Contact
Company
Deal
Each type has unique fields and values.
Select the Record to Update
Click "Select Record Identifier" to choose how to locate the record.
Use a unique ID (e.g., Contact ID, Company ID, or Deal ID).
Use a matching field (e.g., email for contacts, domain for companies).
Add Field Details
Click "Select Field" under Fields.
Choose from the dropdown list of available HubSpot fields or type a field name to search.
Click the field to add it to your configuration.
Enter a static value or select a dynamic field from the trigger.
Repeat until all required fields are populated.
Save & Activate Automation
Click "Save Automation" to store the configuration.
You’ll be prompted to turn the automation on:
Click "Yes, switch it on" to activate it immediately.
Choose to leave it off if you’re not ready to update records yet.
Practical Use Cases and Scenarios
1. Automate Lead Capture
Scenario: A new form submission is received on your website.
Solution: Use the HubSpot action to automatically create a new Contact in HubSpot with the submitted details.
2. Sync Deals from SmartSuite to HubSpot
Scenario: A sales deal is marked as "Closed-Won" in SmartSuite.
Solution: Trigger an automation to create a Deal in HubSpot, ensuring seamless tracking between platforms.
3. Streamline Company Data Updates
Scenario: A new company record is added in SmartSuite. Solution: Configure an automation to create a Company record in HubSpot, keeping CRM data aligned.
By leveraging SmartSuite’s HubSpot automation, you can eliminate manual data entry, ensure data consistency, and enhance workflow efficiency. Start automating today!