HubSpot and Mandrill automations — Sales & Leads

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

47 scenarios

New form responses in Formstack — Sending emails in Mandrill — variant 4
New records in Google Sheets — Sending emails in Mandrill — variant 3
New deals in HubSpot — Sending emails in Mandrill
Website leads greeted — email, CRM, team alert
A Chargebee event — a deal in HubSpot and an email in Mandrill
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Turn site visitors into leads with a personal email
Email checking in your CRM — a list of live contacts
Automatic follow-up emails to forgotten contacts
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Route leads by budget and source — automatically
A personalized sales proposal from a table row, ready and sent
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Instant replies to strong leads from a form
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Smart lead routing to reps — instant, with no manual assignment
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Deal contacts — discovered and enriched automatically
Meeting prep that arrives on its own — contact, deals, company and talking points
Welcome new clients and assign managers — right after the deal closes
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner