Compass and HubSpot automations — Sales & Leads

Ready-made scenarios where Compass and HubSpot work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

61 scenarios

New deals in HubSpot — Messages in Compass
Contacts from HubSpot into Compass audiences
New messages in Compass — Contacts in HubSpot
New HubSpot contacts — into Compass audiences
Found: deals in HubSpot — Running apis in Compass
New contacts in HubSpot — Running apis in Compass
Stage change: deals in hubspot — Sending messages in Compass
Updated deals in hubspot — Sending messages in Compass
New messages in Compass — Updating deals in HubSpot
New deals in HubSpot — Sending messages in Compass
New messages in Compass — Finding contacts in HubSpot
New messages in Compass — Contacts in HubSpot
New messages in Compass — Updating contacts in HubSpot
Found: registrants in goToWebinar — Sending messages in Compass
New CRM contacts — enrichment and alert
Website check for new hubspot companies
Review requests by deal stage
Email validation for new CRM contacts
From Compass through HubSpot — the answer back to Compass
A booked meeting — a CRM task and a reminder
Validating new contacts for dead addresses
A paid invoice moves the deal in your CRM
A messenger ping for every big new lead
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
Sort outreach replies with actions in hubspot
Lead scoring and routing: hot leads straight to sales
Pitch an upgrade at the exact moment a customer outgrows their plan
The follow-up after a meeting — written for you
Inbound leads scored, with alerts and draft replies for the hot ones
Form leads into the CRM: no duplicates, with a score and an alert
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Cold deals close themselves — and bring back feedback
CRM contact lookup right inside your team chat
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
A hiring signal — into a ready sales lead automatically
Hiring spikes at your accounts — straight to team chat
Early warnings on at-risk deals, delivered to the rep's chat
Smart lead routing to reps — instant, with no manual assignment
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Enrich leads and get alerts on strong ones
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Enrich and score inbound leads, straight into your CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically