How to segment leads and trigger automations in HubSpot

Adding contacts to HubSpot lists, workflows, forms and updating contact properties

ConvertFlow's powerful automation system let's you trigger automations in HubSpot on contacts, when they engage with CTAs, submit forms and visit your web pages.

Triggering HubSpot  automations with forms and buttons
From the CTA builder, click on any form or button elements you add, scroll the options panel to the "Automations" dropdown, and choose "HubSpot" from the first selection field.
You can then choose the type of automation you would like to trigger.
HubSpot automation types include...
  • Submit a form
  • Add contact to list
  • Remove contact from list
  • Add contact to workflow
  • Remove contact from workflow
  • Update contact property
  • Add note to contact
Triggering HubSpot automations on page visits and CTA goal completion in Flows
You can trigger HubSpot automations when someone completes a goal in your Flow. 

Whether it's a "Visit" or "CTA" goal, you can add automations to be triggered upon the completion of the goal.