HubSpot and TrueConf automations

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

47 scenarios

A new contact — instantly a card on your task board
Data shaped to the table format — prepared automatically before writing
Chat messages — into support tickets
New deals routed automatically — to the team, table, and slides
Customer emails become support tickets with a spreadsheet log
CRM deals into a sheet — a pipeline snapshot
Priority for big-budget leads — straight to the CRM and a team signal
Early churn-risk detection from HubSpot tickets
Lead scoring and routing: hot leads straight to sales
Route leads by budget and source — automatically
Win back abandoned Shopify carts by email and in CRM
CRM company and task from a form submission
Form feedback turned into tasks across your trackers
Support emails become tickets with a priority attached
Auto-handle lead replies from email — CRM task and sales alert
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
High-value lead alerts — to chat, sheet and calendar
Early warnings on at-risk deals, delivered to the rep's chat
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Cold outreach with auto follow-ups and CRM tracking
Collect client reviews and summarize them to chat automatically
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Shipping quotes delivered right in the customer chat
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
SLA monitoring that warns before a ticket breaches
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sync approved leads from a table into your CRM — driven by row status
Feedback triage and customer replies — automatically
AI marketing outreach with reply handling — on autopilot
BANT call qualification and CRM handling — on autopilot