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Hubspot: Triggers💡& Activities 🎯
Hubspot: Triggers💡& Activities 🎯

What, Why & How to Setup Triggers & Activities for your Hubspot account?

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Triggers💡& Activity

Triggers💡 are actions that are performed by the prospect who has been enrolled in a sequence by the user. Examples of Triggers include email sent, email reply, link clicked, sequence email opened, and many more.

Activity🎯 is the actions that are recorded in your Hubspot Account when certain triggers are activated in your Saleshandy account. Examples of Activities include Create a Lead, Deal, Person in Hubspot, and many more.

Once any of the Triggers are activated, their related Activities are performed, and similar activities also get recorded in Hubspot, syncing your data from your Salashandy account to your Hubspot account without going back and forth between the platforms.

🪜Steps to Follow

You need to enable the triggers & activities you want to automate between Saleshandy & Hubspot. You can select from Multiple Triggers available;

  • To enable it, you can use the toggle button ↔️ available, and from the drop-down, you can select the Activity you want to perform.

    Example: When an Email is Sent from Saleshandy you can Create/Update a Contact in Hubspot or Create/Update a Deal in Hubspot or Create/Update a Company in Hubspot or Create a Task in Hubspot or Create a Note in Hubspot or Record(log) an Email Activity in Hubspot

  • Once you have selected the relevant Activity you want, Click on Save. If you have selected Create or Update a Contact in Hubspot, a pop-up will show you to select Lead Status and Lead Lifecycle.

  • Once done selecting, then click Save.

  • If you're selecting Create or Update a Deal in Hubspot, you also need to select some extra configurations, such as Select Pipeline, Select Pipeline Stage, Deal Type, Deal Priority, and Closing Date. Once you are done selecting the configuration, click on Save.

  • If you're selecting Create a Task in Hubspot, you also need to select some extra configurations, such as Task Title, Task Type ( Call, Email, Linkedin, Meeting, Sales Navigator - Connection Request, Sales Navigator - InMail, To Do ), Task Priority (High, Medium, Low ), Due Date. Once you are done selecting the configuration, click on Save.

  • lf you're Creating a Note in Hubspot, You'll first need to Create/Update Contact or Deal to associate Notes in Hubspot (Mandatory). If you haven't done that, creating a note will lead to failure.

  • If you're Recording (logging) an Email Activity in Hubspot, You'll first need to Create/Update Contact or Deal to associate an Email in Hubspot (Mandatory). Recording an email will lead to failure if you haven't done that.

Mission accomplished! You've activated Trigger & Activity with Saleshandy👏

Which Triggers are available in Saleshandy, and What Activities you can perform in Hubspot?

Note: Saleshandy Default Fields can't be changed. However, you can create your custom fields. To learn more about custom fields, Click Here.

Triggers

Activity

Email Sent from Saleshandy

Create a Contact in Hubspot

Reply is Received in Saleshandy

Update a Contact in Hubspot

Link is Clicked in Saleshandy

Create a Deal in Hubspot

Prospect is Unsubscribed in Saleshandy

Update a Deal in Hubspot

Email is Bounced in Saleshandy

Create a Company in Hubspot

Sequence Email is Opened in Saleshandy

Update a Company in Hubspot

Prospect Outcome is Updated in Saleshandy

Create a Task in Hubspot

Contact Created/Properties Updated in Hubspot

Create a Note in Hubspot

Deal Created/Properties Updated in Hubspot

Record(log) an Email Activity in Hubspot

Company Created/Properties Updated in Hubspot

Add Prospect in Saleshandy

Move Prospect to another Sequence in Saleshandy

Mark Prospects as Unsubscribed in Saleshandy

Mark Prospects as Finished in Saleshandy

Mark Prospects as Replied in Saleshandy

Mark Prospects as Paused in Saleshandy

Mark Prospects as Resume(Unpause) in Saleshandy

Assign a tag to Prospect in Saleshandy

Blacklist a Domain in Saleshandy

Mission accomplished; you've successfully Integrated Hubspot with Saleshandy. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below articles If you want to know more about


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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