HubSpot integration

Build personalized journeys and automate workflows using data from your HubSpot CRM.

Create better campaigns and save time with Hubspot + Ortto

Integrate your customer, sales, and custom object data from HubSpot into Ortto. Unified with other data in your stack, you can build sophisticated customer journeys with ease, automate workflows to save your sales team time, and report on performance.

Use this integration to...

Find important audiences

Segment audiences based on rich data including Hubspot customer, sales and custom object data.

Enter the right people into the right journeys

Use HubSpot data as entry and exit criteria in journeys and playbooks.

Assign and score leads

Automate round-robin lead assignments and score your leads with ease.

Create personalized marketing messages

Use data from your HubSpot CRM to personalize email and SMS content.

Convert website visitors into leads

Use gated forms and pop-ups to convert website visitors into leads for your sales team.

Automate emails from sales reps

Reduce your sales team’s workload and gain control of messaging with automated emails.

What’s included in this integration:

Contact created
Contact updated
Company created
Company updated
Deal created
Deal updated

Feedback submission created
Feedback submission updated
Line item created
Line item updated
Product created
Product updated

Quote created
Quote updated
Ticket created
Ticket updated

Templates for HubSpot

Trial sales routing

Journey template

SMS win-back series for B2C SaaS

Journey template

Hubspot deals won by owner

Report template

New Hubspot deals created by owner

Report template

Browse all templates

About HubSpot

HubSpot creates software for inbound marketing, sales, and customer service.

HubSpot’s CRM platform has all the tools and integrations you need for marketing, sales, content management, and customer service. Manage your pipeline, log sales activity, and track everything you need to know about leads in one place.

Company website Documentation

About Ortto

From startups to enterprise, Ortto helps you know who to target and when, engage customers across all channels, and understand all the metrics that matter, so you can move faster, grow faster and get promoted.

Try it free for 14 days

“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.”

Mica Shtewi

—

Tech Manager

Read Pattern’s story