Scriptera
HubSpot and Salesforce automations
Ready-made scenarios where HubSpot and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
40 scenarios
- New lead in HubSpot becomes a task in Salesforce
- New HubSpot contacts show up in Salesforce
- New CRM deal, task in your task manager
- New HubSpot projects become tasks in Salesforce
- Salesforce leads — contacts in HubSpot
- Ad leads become CRM deals
- HubSpot customers land in your address book
- Documents from storage sent to accounting
- HubSpot submissions become tasks in Salesforce
- Deal moves a stage in HubSpot — a task appears in Salesforce
- Copy HubSpot entries into Salesforce
- Contacts synced into accounting
- HubSpot entries — into Salesforce
- Address-book contacts become leads in your HubSpot
- Contacts from HubSpot into Salesforce audiences
- New HubSpot contacts — into Salesforce audiences
- Contacts from Salesforce — into HubSpot on their own
- Two-way contact sync between two CRMs
- Customer tickets into team tasks
- Move leads between CRMs, enriched automatically
- Auto-enriching new CRM leads with company and person data
- A task and an alert on every deal move in your CRM
- New subscribers scored and enriched — straight into your CRM
- Form feedback turned into tasks across your trackers
- Stuck tickets, followed up automatically
- Enrich CRM company records automatically, by domain
- Salesforce tickets straight to the right HubSpot owner
- A lead replies — the CRM card updates and a task lands on a rep
- Contract renewal reminders: an email to the client, a task for the rep
- Capture and route leads from every channel
- Ticket triage and escalation with response-time control
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Catch churning customers early: record updated, task created, team alerted
- Support tickets turned into tracker tasks automatically
- Support metrics from two systems — in one weekly report
- An end-of-day report — written by AI and sent for you
- Lead scoring on company data — right in salesforce
- A requirements doc that keeps itself current
- Feedback triage and customer replies — automatically
- A personal assistant in your messenger: email, calendar, tasks, expenses
