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Support — Hubspot Integration Walkthrough

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Listing Steps · Puzzle

Your Account's Tools · Puzzle

HubSpot
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Steps

Automated tagging leads via Hubspot workflows [1]
0.0 New Subscriber to Blog [1]
0.0 When a User signs up, tag as User if it's not already [1]
1.0 When a contact is tagged as User, set the date for when it became a user [1]
1.01 - Outbound Leads Converting to Inbound Subsequence [1]
2.02 Nurture Leads - Create a Monday.com deal [1]
2.03 Nurture Leads - Create a Hubspot Partnership Deal [1]
3.53 Product Onboarding Tips & Tricks — All Users [1]
Add lead to Puzzle Hubspot via Zapier [1]
Add new partner to Deal Source list [1]
Add new partner to Deal Source list [1]
Add to month's Product Update's email thread in Hubspot to sent to userbase [1]
Adding Hubspot templates to the CRM [1]
Aligning Contact's How'd you hear about us with Source [1]
Ask clarifying questions [1]
Ask for their email and add them to Hubspot as a contact manually, and create deal HubSpot [1]
Assigned contact owner enrolls them in the appropriate Navattic follow up sequence [1]
Audit automations built by Puzzle team to identify errors [1]
Automated workshop scheduling using Hubspot link [1]
Automatically create the partnership deal [1]
Automatically enroll in Inbound Lead Qualification FOR SERVICE [1]
Automatically move to initial demo scheduled   [1]
Bill clients [1]
Books Research Session Call using Hubspot meeting links [1]
Check contact doesn't already exist in our HubSpot [1]
Check contact doesn't already exist in our HubSpot [1]
Clarify request with the client in the conversation [1]
Clean email marketing list using ZeroBounce integration with Hubspot [1]
Client Signs MSA via PandaDoc and notify the Sales Development Representative [1]
Client books meeting using Hubspot Link [1]
Client confirms resolution [1]
Clone previous toolkit tuesday email, and overwrite it's text with new information [1]
Collect service lead information via Typeform [1]
Collecting subscribers' information to Puzzle's blog [1]
Complete the contract in the Hubspot deal sidebar [1]
Conduct Hubspot Portal audit for clients [1]
Create Hubspot deal with new actual amount via Zapier [1]
Create & close deal [1]
Create Hubspot Deal in Software Pipeline and Mark it Closed Won Demand Operations Specialist [1]
Create Hubspot deal in the monday.com pipeline [1]
Create Service referral deal in Hubspot [1]
Create Upsells from the previous deal [1]
Create a Hubspot deal in the Monday.com pipeline [1]
Create contact in HubSpot from Gmail extension [1]
Create deal in Hubspot when lead converts on demo [1]
Create extension deal [1]
Create line item in client request board [1]
Create product lead deal via Hubspot [1]
Create product lead deal via Hubspot [1]
Create renewal deal [1]
Create service lead deal in the Lead Pipeline [1]
Create task to enroll in pricing page visit sequence HubSpot [1]
Create the contact in Hubspot via Gmail [1]
Create ticket & conversation [1]
DATA PASS > Company Employees to Contact Company size [1]
DATA PASS > When Contact Stage set, pass up to Company [1]
DATA PASS > When Source is Apollo, set Source as Apollo [1]
DATA PASS > When a contact's company source is known, and contact is not, pass it to the contact [1]
DATA PASS: When Contact's company name is known, Pass to Contact's company name [1]
DATA SET > Company Annual Revenue to Contact Annual Revenue [1]
DATA SET > Company Lifecycle Evangelist, set Contact Lifecycle stage as Evangelist [1]
Daily User Engagement product analytics push to Hubspot via Zapier [1]
Deal is moved to closed won 🎉 [1]
Document resolution [1]
Enroll contact into partnership deal creation workflow [1]
Enroll in Account Owner Welcome Email to sign up [1]
Enroll in Outbound Lead - Map Offer, SDR to AE introduction Sequence in Hubspot [1]
Enroll in Outbound Lead - Product Demo, SDR to AE introduction Sequence in Hubspot [1]
Enroll in Puzzle upgrade Sequence Hubspot [1]
Enroll in Salesforce campaign sub sequence via Hubspot [1]
Enroll in Watch a Demo Sequence for PRODUCT via Hubspot [1]
Enroll in Welcome User email flow via Hubspot [1]
Enroll in a Hubspot subsequence to nurture with product information [1]
Enroll into Product Engagement Weekly Performance Report [1]
Enroll plan holder in Customer Success check-in after 1 day [1]
Enroll to pre-session welcome sequence for research program [1]
Escalate request [1]
Expert books meeting using Hubspot booking Link [1]
Extracting lead list from Event in Google Sheets into CRM in Hubspot [1]
Fills out demo request form via Typeform Form [1]
Generating and send Proposals [1]
Get Census sync user status with Hubspot every day at 8am [1]
Get Census pushes information every friday to Hubspot [1]
Getting customers to book Product Demo Booking using Hubspot Link [1]
Interested in free trial? [1]
Invite to tech stack [1]
Lead books Call Service Qualification, enroll in 2.0 [1]
Lead good fit for services? [1]
Manually enroll users into Hubspot 's weekly performance email [1]
Mark Contact status Dead or Lost, mark Company Life cycle as Other [1]
Mark lead as "Interested' in Apollo and create contact in Hubspot [1]
Mark lead status of contact in Hubspot as Not Interested [1]
Mark the Contact's referral source in Hubspot [1]
Monitoring inbound web traffic using Hubspot [1]
Move Deal to Working stage in CRM [1]
Move Deals to Downgrade or Lost [1]
Move Hubspot deal in the monday.com pipeline to closed [1]
Move deal from Proposal Sent to to Contract Sent [1]
Move deal to Proposal sent in Hubspot via Zapier [1]
Move deal to Proposal signed in Hubspot via Zapier [1]
Move deal to the Contract Sent stage [1]
Move research deal to Session completed [1]
Move to Closed [1]
Move to Closed Lost stage in the CRM [1]
Move to Closed Won and notify #cs onboarding Slack [1]
Move to Resolved [1]
Move to Waiting on User [1]
Notice of receipt sent via email to ticket requestor [1]
Notify #cs-support [1]
Notify monday.com and create deal in M.c pipeline in Hubspot [1]
Offboard team members from tech stack [1]
Product; Discovery Session Feedback Form [1]
Record contact and create Research session Deal [1]
Remove from beta program when user visits unsubscribe page [1]
Request for VA [1]
Research solutions [1]
Resolve open tickets [1]
Resolving the issue [1]
Respond to client [1]
Review Client backlog to identify agenda items [1]
Revive Downgraded Leads in Lead, Service and Software pipeline [1]
Run test Zap to get Monday Ongoing Support Group ID [1]
Schedule 60 minutes with the accepted applicant via Hubspot link [1]
Send Affiliate Partner: Discovery Call Setup email via HubSpot [1]
Send Lead Hubspot Booking Link [1]
Send MSA using Hubspot and PandaDoc [1]
Send Referral Partner Agreement [1]
Send Referral Partner Agreement [1]
Send Welcome Email and create deal [1]
Send reminder to revive Lost Leads [1]
Sending 3 logic-based independent Typeform fields into field [1]
Service; Post-Service Customer Survey [1]
Set Subscriber to Toolkit Tuesday [1]
Set associated Contact lead status to Lost in Hubspot [1]
Set company tenure date [1]
Set contact NPS Category in Hubspot [1]
Set contact's Create Deal status to Create Partnership deal [1]
Set contact's lead status to Lost option in Hubspot [1]
Setting up Gmail Hubspot extension [1]
Setup delegation process [1]
Small Business Expo: Miami 2023 (ID: hutsIMaT-v2-yFJyc) [1]
Submit for approval & upload to Hubspot [1]
Submit the form data to the integrated Hubspot Partnership Integration [1]
Subscribe to Puzzle's Blog Notifications [1]
Subscribe to Toolkit Tuesday via Typeform [1]
Take HubSpot Training [1]
Unenroll contact from Hubspot subsequence [1]
Unenroll contact from Inbound Qualification Sequence in Hubspot [1]
Unenroll contact from Salesforce sequence [1]
Unenroll from Inbound Demo Request sequence in Hubspot [1]
Update Hubspot deal Software contract status to Inactive via Zapier [1]
Virtual Assistant preps back-end tech setup [1]
Wait 2 Days until enrolled in Tips & Tricks [1]
When Company is marked Vendor, mark all associated contacts as Vendors [1]
When Contact title has keywords, categorize Role level [1]
When Contact's associated Company is a Customer, set contact Type as Customer [1]
When Product Demo is booked, post in #interest-log and #software [1]
When a contact is marked Not Interested, move the deal to Lost [1]
When a contact is tagged as User, set the date for when it became a user [1]
When booking interview, mark Contact as Candidate [1]
When contact's reconnection date is set, remind contact owner to contact [1]
When deal Source is unknown pass from Contact [1]
When lead goes 14 days without touchpoint, assign task to check-in Hubspot [1]
When user cancels their subscription, send an email to them asking why [1]
🏗️ 5.0 Tagging Vendors who reach out [1]

Edit Account Tool · Puzzle

Manage Integrations · Puzzle

HubSpot OAuth

Create beautiful synced flowcharts in just a few clicks!

Adding HubSpot workflows as new steps

Draft
In progress
Testing
Live
Archived

0.0 New Subscriber to Blog

Automated
Email
Delay
Delegate
Document
Form
Link
Manual
Meeting
Research
Sequence
Go to
Phone
Chat
Payment
Conditional
Video
Tag
Notification
Sms
Webpage
Database
Add Role
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CB

Edit Step · Puzzle

Easily connect existing steps to HubSpot Workflows and Forms!

Syncing existing steps to a HubSpot Workflow

Draft
In progress
Testing
Live
Archived

New Subscriber to Blog

Automated
Email
Delay
Delegate
Document
Form
Link
Manual
Meeting
Research
Sequence
Go to
Phone
Chat
Payment
Conditional
Video
Tag
Notification
Sms
Webpage
Database
Responsible
Approver
Consulted
Informed
Demand Operations Specialist
B
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H2
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Workflow

When a contact enters their information on a subscribe to Puzzle's blog form at the bottom of any our blog posts, the contact will enroll in this Subscriber-specific flow.

Useful Links

Hubspot Workflow: 0.0 New Subscriber for Puzzle's Blog

Draft
In progress
Testing
Live
Archived

0.0 New Subscriber to Blog

Automated
Email
Delay
Delegate
Document
Form
Link
Manual
Meeting
Research
Sequence
Go to
Phone
Chat
Payment
Conditional
Video
Tag
Notification
Sms
Webpage
Database
Responsible
Approver
Consulted
Informed
Demand Operations Specialist
B
I
H1
H2
CB
Workflow

When a contact enters their information on a subscribe to Puzzle's blog form at the bottom of any our blog posts, the contact will enroll in this Subscriber-specific flow.

Useful Links

Hubspot Workflow: 0.0 New Subscriber for Puzzle's Blog

Automatically create synced visual documentation for your HubSpot CRM in minutes, so your team gets a clear picture of how your Workflows and Forms work across your HubSpot account.

Diagram your HubSpot CRM with nearly no effort in Puzzle!

Automatically create synced visual documentation in minutes

Diagram and visualize how your HubSpot CRM works in a few clicks