HubSpot and Make Integration: The Complete Guide to Automate Workflows with Ease

Managing multiple tools, handling data, and ensuring smooth communication between systems can slow down business processes. That’s where automation comes in. By integrating HubSpot with Make, businesses can streamline workflows, eliminate manual work, and improve efficiency.

Make is a visual automation platform that allows businesses to connect HubSpot with 2,000+ applications, enabling seamless data exchange and process automation. Whether it’s automating lead management, syncing customer data, or enhancing marketing campaigns, this integration simplifies complex workflows without requiring coding skills.

This blog explores how HubSpot and Make work together, key features, real-world use cases, and steps to get started.

What is Make?

Make is a no-code automation platform that helps businesses design, build, and automate workflows using a simple drag-and-drop interface. Unlike traditional automation tools, Make provides a visual way to create workflows, making it easier for users to connect different apps and automate complex tasks without writing a single line of code.

With Make, businesses can:

• Connect HubSpot with 2,000+ apps for seamless data transfer.
• Create workflows called "scenarios" that automate tasks based on triggers and conditions.
• Run workflows in real-time or on a schedule to improve efficiency.
• Use advanced automation tools like conditional logic, error handling, and data filtering for customised workflows.

By integrating HubSpot with Make, teams can save time, reduce manual data entry, and focus on more strategic work instead of repetitive tasks.

What is HubSpot and Make Integration?

HubSpot and Make integration allows businesses to automate workflows by connecting HubSpot CRM with thousands of apps—without coding. Make is a visual automation platform that enables users to design, build, and automate workflows using an intuitive drag-and-drop interface. Whether it’s syncing customer data, automating sales processes, or streamlining marketing campaigns, this integration helps businesses reduce manual effort and improve efficiency.

With pre-built templates and real-time execution, users can quickly set up automation for tasks like lead management, customer communication, e-commerce transactions, and financial reporting. Make’s no-code toolkit also includes advanced functions like conditional logic, error handling, and execution tracking, making it flexible for both simple and complex workflows.

By integrating HubSpot with Make, businesses can optimise operations, enhance customer experience, and scale their automation efforts—without needing technical expertise.

Key Features of HubSpot and Make Integration

The HubSpot and Make integration provides businesses with a powerful automation toolkit, allowing them to streamline operations, eliminate manual tasks, and improve efficiency. Here’s a closer look at the key features that make this integration stand out:

1. No-Code Workflow Automation

Traditional automation tools often require coding knowledge or technical expertise. Make eliminates this barrier by offering a fully no-code platform where users can create automated workflows without writing a single line of code. Whether it's syncing HubSpot contacts with other CRM systems, automating lead follow-ups, or updating deal stages, everything can be done through an intuitive interface.

2. Real-Time Execution & Scheduling

Automation should work at the speed of business. With Make, workflows can be triggered instantly based on predefined actions, such as a new lead entering HubSpot, an email being opened, or a deal reaching a specific stage. Alternatively, users can schedule workflows to run at specific intervals, ensuring tasks like data updates, reporting, or email reminders are executed without manual intervention.

3. Drag-and-Drop Interface

Building workflows with Make doesn’t require navigating through complex menus or scripting logic. Its drag-and-drop scenario builder allows users to visually create workflows by connecting HubSpot to other apps like Google Sheets, Slack, Xero, Shopify, or Salesforce. This flexibility makes it easy for marketing, sales, and operations teams to set up automation that fits their specific needs.

4. Pre-built templates for Faster Implementation

Not sure where to start? Make offers ready-made automation templates that help businesses integrate HubSpot with other platforms in just a few clicks. Some of the most commonly used templates include:

• Syncing HubSpot contacts with Google Sheets for real-time reporting.
• Logging customer interactions from HubSpot into Slack for better internal communication.
• Automating lead distribution by assigning new leads to sales reps based on pre-set rules.
  These templates save time by providing a foundation for automation, which can be customised as needed.

5. Advanced Workflow Functions

For businesses with complex automation needs, Make offers powerful functions such as:

• Conditional Logic & Filtering – Automate tasks based on specific conditions, such as sending follow-up emails only if a lead has not responded within 48 hours.
• Iterations & Aggregations – Process bulk data by collecting multiple inputs, such as aggregating customer feedback from multiple platforms and pushing it into HubSpot.
• Error Handling & Execution History – Detect and resolve automation errors with built-in logs that help track failed executions, missing data, or integration issues.

These advanced features ensure that businesses maintain full control over their automation workflows, improving efficiency and accuracy.

Connecting HubSpot with Make

Setting up HubSpot and Make integration is straightforward, whether you're looking for a simple connection or advanced automation. Here's a step-by-step breakdown of how businesses can connect the two platforms:

Basic Connection: Setting Up HubSpot with Make

For standard automation, users can connect HubSpot to Make using a HubSpot CRM user account. This allows businesses to:

• Automate lead management, contact updates, and deal tracking without writing code.
• Use pre-built templates to quickly integrate HubSpot with other tools like Slack, Google Sheets, or Xero.
• Set up real-time or scheduled automation workflows to improve efficiency.

Advanced Connection: Using HubSpot CRM Custom Application

For businesses needing custom automation or webhook integrations, a HubSpot CRM Developer Account is required. This is necessary for:

• Using advanced modules like “Watch Notifications” to track updates in real time.
• Connecting with external APIs for deep integrations with third-party services.
• Customising data synchronisation for ERP, e-commerce, or marketing platforms.

With both basic and advanced connection options, businesses can automate workflows at different complexity levels, from simple contact syncing to full-scale CRM automation.

How to Get Started with HubSpot and Make Integration

Setting up HubSpot and Make integration is simple and requires just a few steps. Whether you want to use a pre-built automation template or create a custom workflow, Make provides a seamless setup process.

Step 1: Create a Make Account and Access the Dashboard

• Visit>Make’s official website and sign up for a free account.
• Once logged in, go to the Dashboard, where you can create and manage automation workflows.

Step 2: Connect HubSpot to Make

• Click Create a new scenario in the Make Dashboard.
• Search for HubSpot CRM from the list of available apps.
• Click Add Connection and sign in to your HubSpot account.
• Grant necessary permissions for Make to access HubSpot data.

Once connected, you can start automating workflows by selecting triggers and actions.

Step 3: Choose Between Pre-Built Templates or Custom Workflows

Option 1: Use Pre-Built Templates

• Navigate to the Templates Library in Make.
• Choose an automation template (e.g., Sync Google Sheets with HubSpot, Send Slack notifications for new leads, etc.).
• Click Use this Template, customise settings, and activate the workflow.

Option 2: Build a Custom Workflow

• Start with a blank scenario and select HubSpot as the trigger app.
• Choose an event trigger (e.g., "New Contact Created" or "Deal Stage Changed").
• Add an action module (e.g., "Send Email via Gmail" or "Create a Task in Asana").
• Set up conditions, filters, and custom rules if required.

Step 4: Test and Activate Your Workflow

• Click Run Once to test your workflow and ensure everything is working as expected.
• If successful, activate the workflow and set it to run automatically based on your preferences (instantly or on a schedule).

Step 5: Monitor and Optimise Your Automation

• Use Make’s Execution History Log to track workflow performance.
• Identify errors or failed executions and adjust settings accordingly.
• Optimise automation by adding conditional logic, error handling, and additional app integrations.

By following these steps, businesses can quickly automate processes and maximise the potential of their HubSpot CRM with Make.

Conclusion

Integrating HubSpot with Make unlocks a world of automation possibilities, helping businesses eliminate manual tasks, improve efficiency, and streamline workflows. With its no-code drag-and-drop interface, Make enables businesses to connect HubSpot with 2,000+ apps, ensuring smooth data flow across marketing, sales, customer service, finance, and operations.

From lead management and e-commerce automation to financial reporting and customer communication, this integration ensures businesses can focus on growth instead of repetitive work. With pre-built templates, advanced workflow customisation, and enterprise-grade security, Make provides a powerful, scalable, and secure automation solution for businesses of all sizes.

By implementing HubSpot and Make automation, companies can reduce errors, save time, and optimise operations—allowing teams to work smarter, not harder.