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HubSpot Integration in Automations

Updated yesterday

Instantly & HubSpot Integration is now live. You can now connect HubSpot directly to Instantly Automations and build real-time workflows across your CRM, outreach, and internal tools.

Your CRM is no longer just a system of record โ€” itโ€™s now a system of action. Sales, RevOps, and Growth teams can respond instantly to pipeline changes, engagement, and intent without manual work or brittle one-off zaps.

  • Send positive replies, intent signals, and engagement outcomes directly into HubSpot

  • Keep reps working from a single source of truth while Instantly handles execution

  • Move deals forward automatically based on real buyer behavior

In this article, we will guide you through the HubSpot integration in Instantly's automations.


Step 1: Create an automation

  • Go to the Automations tab

  • Click 'Add New' to create a new automation workflow

  • Design your workflow


Step 2: Add a trigger

You can add different triggers from HubSpot, Instantly, Trigify, and RB2B.

  • Trigger event for Instantly:

    • Lead interest status changed

    • Campaign finished for lead

    • Lead added to list

    • Lead replies

  • Trigger event for HubSpot:

    • Contact created, updated, deleted

    • Deal created, updated, deleted

    • Tasks, notes, communications (email, SMS) created

    • Conversation created

    • New message in conversation

    • Deal association changed

  • Account: If you don't have a HubSpot account connected, click 'Add new' to connect your HubSpot account.

  • Click 'Continue' to the next step


Step 3: Add an action

After setting up the triggers and selecting the connected accounts, you can add an action to be performed in HubSpot or other available apps.

Actions inside HubSpot:

  • Create or update contact

  • Create message

  • Create task

  • Create note

Once you select the actions, click 'Continue':

  • Map Variables: Enter / to map the variables: Email, First name, Last Name, Phone, Company Name, Website, Job Title

  • Configure Details: Enter message, note, or task details


Step 5: Test and Activate the automation

After configuration, click 'Continue' to test the event and confirm that the selected action can be completed successfully.

Below is an example of the test result for a contact created in HubSpot: Upon receiving the Data Out result, you can check if the sample contact has been created in HubSpot.

You can now activate the workflow by toggling the switch on or by clicking the Play icon in the automation list. You can also check the execution history of the automation workflow to verify its success.

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