HubSpot trigger nodes allow you to automate workflows based on HubSpot records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in HubSpot trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency.
Before setting up your “HubSpot” trigger nodes, ensure that you have already integrated your HubSpot connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.
HubSpot record created
The “HubSpot record created” trigger activates whenever a new record is created in the selected HubSpot contacts and custom object. When a new record is added in HubSpot, the flow automatically executes subsequent actions.
Common use cases include:
- New lead engagement: When a new lead is added in HubSpot, automatically send a welcome message through SleekFlow.
- Assign leads to sales team member: When a new deal is created in HubSpot, assign the contact to a specific sales representative in SleekFlow.
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Log inquiries in SleekFlow: Create a ticket in SleekFlow whenever a new support request (ticket) is created in HubSpot.
Set up "HubSpot record is created" trigger node
Set up the “HubSpot record created” trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- The node form contains the following fields for you to set up the trigger:
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Setup tab:
- HubSpot company: Select the HubSpot company and the object you want to use within this node. If you have not connected to a HubSpot company, you can refer to the Connect to your HubSpot company Help Center article
- Object type: Once you have selected the HubSpot company, the “Object type” field will appear. Select the object type by clicking the dropdown menu
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Setup tab:
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Filter tab
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example:
- Contact lifecycle stage is “Lead” — only newly created contacts with this stage will be enrolled into the flow.
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example: