New HubSpot deal → post to Discord
How this automation works
Create or update HubSpot contacts when people enter a Customer.io segment. This Applet runs whenever someone becomes a member of the selected Customer.io segment and uses their email to create or update a contact in HubSpot. Keep your CRM synced for marketing and sales workflows—ideal for onboarding, lead follow-up, and scoring using Customer.io and HubSpot.
If
Trigger ingredients
PersonId
Email
SegmentName
EnteredAt
Then
Action fields
email
first_name
last_name
phone
company
jobtitle
lifecyclestage
Services used in this Applet
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Create your own Customer.io and HubSpot workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
27 triggers, queries, and actions
Contact property changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a specific property changes on any contact in your HubSpot CRM.
Deal stage changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a deal moves to a new stage in your HubSpot pipeline.
New company created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new company is created in your HubSpot CRM.
New contact created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new contact is created in your HubSpot CRM.
New deal created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new deal is created in your HubSpot CRM.
New form submission
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a HubSpot form is submitted.
New ticket created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new support ticket is created in your HubSpot Service Hub.
Person entered a segment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a person becomes a member of a segment you choose in Customer.io.
Get company details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot company, including name, domain, industry, and associated deals.
Get deal details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot deal, including amount, stage, owner, and associated contacts and companies.
Get pipeline stages
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the stages of a HubSpot deal pipeline, in order.
List recent deals
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the most recent deals in your HubSpot CRM, optionally filtered by pipeline and stage.
Look up a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person's attributes and segment memberships from Customer.io.
Look up contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot contact, including email, properties, lifecycle stage, and owner.
Add a person to a segment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a person to one of your manual segments in Customer.io.
Add contact to static list
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a contact to a HubSpot static list.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a note (engagement) to a contact in your HubSpot CRM.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal in your HubSpot CRM.
Create or update a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a person in Customer.io, or update them if they already exist, setting the attributes you provide.
Create or update contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create or update a contact in your HubSpot CRM by email.
Create ticket
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new support ticket in your HubSpot Service Hub.
Remove a person from a segment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will remove a person from one of your manual segments in Customer.io.
Send a transactional message
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a transactional message to a person using a transactional message template you have set up in Customer.io.
Suppress a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will suppress a person in Customer.io so they stop receiving messages.
Track an event
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will record a custom event for a person in Customer.io, which can start or advance that person's journeys and campaigns.
Trigger a broadcast
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will trigger an API-triggered broadcast in Customer.io so it sends to its configured audience.
Add a person to a segment
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a person to one of your manual segments in Customer.io.
Add contact to static list
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a contact to a HubSpot static list.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a note (engagement) to a contact in your HubSpot CRM.
Contact property changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a specific property changes on any contact in your HubSpot CRM.
Create deal
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new deal in your HubSpot CRM.
Create or update a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a person in Customer.io, or update them if they already exist, setting the attributes you provide.
Create or update contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create or update a contact in your HubSpot CRM by email.
Create ticket
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new support ticket in your HubSpot Service Hub.
Deal stage changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a deal moves to a new stage in your HubSpot pipeline.
Get company details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot company, including name, domain, industry, and associated deals.
Get deal details
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns details for a HubSpot deal, including amount, stage, owner, and associated contacts and companies.
Get pipeline stages
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the stages of a HubSpot deal pipeline, in order.
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If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
More on Customer.io and HubSpot
About Customer.io
Customer.io is a customer engagement platform that helps marketing and lifecycle teams turn customer data into personalized messages across email, SMS, push, in-app, and other channels. Use it on IFTTT to feed real-world activity into Customer.io, manage segments, and trigger messages. Visit customer.io.
Customer.io is a customer engagement platform that helps marketing and lifecycle teams turn customer data into personalized messages across email, SMS, push, in-app, and other channels. Use it on IFTTT to feed real-world activity into Customer.io, manage segments, and trigger messages. Visit customer.io.
About HubSpot
HubSpot is a CRM and marketing platform for SMB-to-mid-market companies. Connect HubSpot to be notified on new contacts, deals, tickets, form submissions, and property/stage changes. Look up contacts, deals, companies, and pipelines. Create or update contacts/deals/tickets, add notes, manage list membership, and move deals through stages from your Applets.
HubSpot is a CRM and marketing platform for SMB-to-mid-market companies. Connect HubSpot to be notified on new contacts, deals, tickets, form submissions, and property/stage changes. Look up contacts, deals, companies, and pipelines. Create or update contacts/deals/tickets, add notes, manage list membership, and move deals through stages from your Applets.