1.Monitors contact created or updated
Integrate HubSpot and CRM data sources to capture the contact created or updated event and start onboarding fields.
Add new CRM contacts to journey lists for campaigns
Automatically monitor CRM contacts across HubSpot and marketing tools. Create and update when contact created, contact updated, or contact properties changeβso you can clean fields, filter unsubscribed contacts, and add them to journey lists without manual list exports.
How this automation adds contacts to your journey lists
When contacts change in HubSpot, delays can cause missed nurture windows. This automation formats and validates contact fields, then adds qualified contacts to Autopilot Journeys listsβso your team can start onboarding without manual list exports.
HubSpotor swap with your favorite app
2.Ensures contact properties are available
Integrate HubSpot and CRM property mapping to ensure contact properties are available to normalize the journey fields.
3.Cleans and normalizes contact fields
Integrate Formatter by Zapier and data transformation tools to clean contact fields and map them to normalized values.
Formatter by Zapieror swap with your favorite app
4.Filters to qualifying contacts
Integrate Filter by Zapier and validation rules to continue only for qualified contacts with valid email and eligibility.
Filter by Zapieror swap with your favorite app
5.Adds contact to journey list
Integrate Autopilot Journeys and marketing journey tools to add the contact to the configured journey list.
Autopilot Journeysor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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