1.Monitor updated contact property
Integrate HubSpot and CRM workflows to detect contact property change and map email, company, completion, and due date data.
Add completed course contacts to refresher email lists
Automatically monitor updated contact properties across HubSpot and Brevo. Create and update when course completion changes, completion flag toggles, or refresher due date updatesβso you can match contacts, enroll them in the right refresher lists, and keep campaigns current without manual list updates.
How this automation grows your refresher lists
When contact property changes in HubSpot, course completions can stall and refresher enrollment falls behind. This automation evaluates completion and due date, then routes qualifying contacts to Brevo for find, create, and list enrollmentβso your team can keep outreach on time.
HubSpotor swap with your favorite app
2.Wait for property write to settle
Integrate Delay by Zapier and workflow timing to wait 3 minutes so HubSpot writes settle before downstream lookups.
Delay by Zapieror swap with your favorite app
3.Filter to qualifying refresher records
Integrate Filter by Zapier and validation rules to continue only when completion is true and the due date is in the future.
Filter by Zapieror swap with your favorite app
4.Find contact by email
Integrate Brevo and contact matching to find a contact by email and proceed to create on no match.
Brevoor swap with your favorite app
5.Add or update and enroll refresher list
Integrate Brevo and audience list enrollment to add or update the contact, then enroll them into the right refresher list.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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