HubSpot and SendGrid automations

Ready-made scenarios where HubSpot and SendGrid work for you: pick one — a copy appears in your account and runs on its own.

73 scenarios

Contacts from HubSpot into SendGrid audiences
New HubSpot contacts — into SendGrid audiences
Website leads greeted — email, CRM, team alert
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
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Automatic follow-up emails to forgotten contacts
Leads scored and routed to a rep — straight from the form
Route leads by budget and source — automatically
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
Breaking down client calls and routing them to the right people
Cold deals close themselves — and bring back feedback
Instant replies to strong leads from a form
Lead verification and CRM sync — straight from a JotForm form
Call summaries — sent to your team and CRM automatically
Stuck tickets, followed up automatically
Open-house visitors into your CRM and into an email, right after the visit
Stalled deals bring themselves back to life
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
Personal client emails from their own history
Personal email drafts to clients — from your correspondence history
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Requests routed to the right team — sorted automatically
Smart lead routing to reps — instant, with no manual assignment
Contract renewal reminders: an email to the client, a task for the rep
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
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
Satisfaction surveys after tickets close — automatic
A competitor cheat sheet right in the HubSpot deal card
Deal contacts — discovered and enriched automatically
Welcome new clients and assign managers — right after the deal closes
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Customer feedback from every channel, turned into themes and tasks
A summary of support tickets — topics and customer mood
Client onboarding after a won deal
Support metrics from two systems — in one weekly report
Support ticket replies drawn from your own FAQ list
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Payment issue handling: a reply to the customer, an escalation to the team
Customer churn prediction from deals and tickets
Voice of the customer from every channel: collected, clustered, acted on
Lead gathering and drafted emails for approval, sending the approved
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI support across every channel, grounded in your docs