Managing customer relationships, automating workflows, and tracking sales processes can feel overwhelming when your tools don’t talk to each other. Juggling multiple apps often leads to missed opportunities, data silos, and inefficient processes. That’s where integrating HubSpot with Make (formerly Integromat) changes the game. This powerful duo allows you to connect HubSpot with hundreds of apps, automate repetitive tasks, and ensure your data flows seamlessly across platforms—no coding required.
With HubSpot handling your CRM and marketing automation and Make acting as the glue between your tools, you can streamline everything from lead nurturing and sales tracking to customer support and reporting. In this blog, we’ll explore the top use cases of HubSpot and Make integration to show how this combination can boost productivity, improve team collaboration, and help you focus on what matters most—growing your business efficiently.
Top Use Cases of HubSpot and Make Integration
The HubSpot and Make integration enhances workflow automation across multiple business functions, eliminating repetitive tasks and improving operational efficiency. Below are some of the most impactful use cases and how they help businesses save time, reduce errors, and optimise processes.
1. CRM Automation: Keep Customer Data Updated Across Platforms
Manually updating CRM records across multiple platforms is tedious and prone to errors. The HubSpot and Make integration allows businesses to:
- Sync contacts, companies, and deals between HubSpot and other CRM platforms like Salesforce, Zoho CRM, or Pipedrive to ensure consistency across databases.
- Automatically update lead scores, deal stages, and custom fields based on real-time interactions. For instance, if a lead downloads an eBook, their engagement level in HubSpot can be updated automatically.
- Prevent duplicate entries by ensuring that any new customer record added in another system, like a helpdesk or e-commerce store, is properly recorded in HubSpot.
With this automation, businesses reduce manual data entry, ensuring that customer records remain accurate and up to date.s
2. Sales & Marketing Automation: Streamline Lead Management
Capturing and managing leads efficiently is essential for revenue growth. With Make, businesses can:
- Automatically capture leads from various sources like Facebook Lead Ads, Google Forms, Typeform, or event registration pages, and instantly add them to HubSpot’s CRM.
- Trigger personalised email sequences in HubSpot based on lead activity. For example, if a lead fills out a contact form but doesn’t schedule a meeting, Make can trigger a follow-up email with a calendar link.
- Assign leads to the right sales reps based on geography, industry, or deal size, ensuring quick response times.
- Create deals automatically when a new high-value lead enters the system, saving sales teams from manually entering data.
By automating lead management, businesses can ensure faster response times, better engagement, and higher conversion rates.
3. E-commerce Integration: Improve Customer Experience
For online businesses, synchronising e-commerce data with HubSpot enables better customer insights and targeted marketing campaigns. Make facilitates:
- Seamless integration with Shopify, WooCommerce, Magento, or BigCommerce, syncing customer orders, abandoned carts, and product preferences with HubSpot CRM.
- Automated abandoned cart recovery emails—if a customer leaves products in their cart, Make can trigger an email sequence to remind them to complete the purchase.
- Order tracking and notifications—sync order details and shipment tracking from e-commerce platforms into HubSpot to keep customers informed.
- Personalised product recommendations—use past purchase data to trigger marketing campaigns and suggest relevant products.
This automation ensures a smooth shopping experience, improves customer retention, and boosts e-commerce sales.
4. Finance & Accounting: Automate Invoice & Payment Processing
Managing invoices and payments manually can slow down financial processes. Make simplifies financial automation by connecting HubSpot with accounting tools like Xero, QuickBooks, Stripe, or PayPal. Businesses can:
- Automatically generate invoices in Xero or QuickBooks when a deal is marked as "Closed-Won" in HubSpot, reducing administrative workload.
- Sync payment statuses—when a customer pays through Stripe or PayPal, the payment record is updated in HubSpot, ensuring sales teams have real-time financial data.
- Trigger payment reminders—if an invoice remains unpaid for a certain period, Make can send automated email reminders to clients.
- Generate financial reports in Google Sheets or Power BI, pulling HubSpot revenue data into financial dashboards.
By automating financial processes, businesses can reduce errors, improve cash flow, and ensure faster invoicing cycles.
5. Customer Communication: Improve Response Time & Engagement
Managing customer interactions across multiple communication channels can be challenging. Make helps businesses centralise and automate communications by:
- Logging all customer interactions (calls, emails, chat messages) into HubSpot CRM from tools like Twilio, WhatsApp, Intercom, or Zendesk.
- Triggering automated SMS or email notifications—for example, sending an SMS confirmation when a support ticket is created in HubSpot.
- Syncing chatbots with HubSpot—when a chatbot collects customer information, Make can push the data into HubSpot and trigger a support follow-up.
- Escalating priority customer issues—if a high-value customer submits a complaint, Make can trigger an internal Slack notification for immediate attention.
This reduces response times, enhances customer experience, and improves communication tracking across teams.
6. ERP Integration: Connect Business Systems for Better Workflow
For companies using ERP (Enterprise Resource Planning) software, synchronising HubSpot CRM with ERP systems like NetSuite, SAP, or Microsoft Dynamics helps improve operational efficiency. Make enables:
- Real-time syncing of customer, order, and inventory data between HubSpot and ERP systems, ensuring accurate information across departments.
- Seamless handoff between sales, production, and finance teams, ensuring that once a deal is closed, production or order fulfilment teams are immediately notified.
- Automated stock level updates—if an order is placed through HubSpot, inventory changes can be reflected in the ERP system without manual input.
- Financial data consolidation, ensuring that revenue forecasts in HubSpot align with accounting records in ERP platforms.
Integrating HubSpot and ERP through Make eliminates data silos, reduces manual work, and enhances cross-department collaboration.
7. Data Management & Reporting: Keep Business Insights Up to Date
Accurate data drives better decision-making. Make allows businesses to:
- Pull real-time sales, marketing, and customer data from HubSpot into Google Sheets, Tableau, or Power BI for analysis.
- Automate weekly or monthly performance reports by exporting HubSpot CRM metrics into dashboards.
- Aggregate customer feedback from multiple platforms, such as survey responses from Typeform or Google Forms, and centralise insights in HubSpot.
- Sync competitor analysis or market research data with HubSpot, ensuring sales teams have up-to-date insights for strategic decision-making.
By automating data management, businesses reduce manual data entry, improve reporting accuracy, and enhance their ability to track KPIs.
Why These Use Cases Matter
The HubSpot and Make integration removes bottlenecks, automates repetitive tasks, and connects business systems, allowing companies to focus on strategic growth. Whether it’s automating lead capture, improving customer communication, streamlining finance processes, or syncing data across platforms, this integration provides unmatched flexibility and efficiency.
Popular Pre-Built Workflow Templates
One of the biggest advantages of using HubSpot and Make integration is the availability of pre-built automation templates. These templates save businesses from building workflows from scratch and help automate repetitive tasks instantly. Here are some of the most widely used Make automation templates for HubSpot:
1. Auto-Update HubSpot Contacts via Webhook
Keeping contact details accurate is crucial for effective sales and marketing. This template:
- Captures new customer data from external sources (e.g., Google Forms, event signups).
- Automatically updates or creates a new contact in HubSpot CRM.
- Ensures customer records stay accurate across all integrated platforms.
Use case: Businesses collecting leads from external sources (landing pages, webinar registrations) can automatically update their HubSpot CRM without manual intervention.
2. Log HubSpot Form Submissions into Google Sheets
This automation helps businesses track form submissions efficiently without logging into HubSpot manually. It:
- Extracts data from HubSpot forms and logs it into a Google Sheet.
- Helps sales and marketing teams monitor leads, customer inquiries, and feedback in real-time.
- Allows for easier reporting and data analysis.
Use case: A marketing team can track form submissions from different campaigns in a central Google Sheet for better lead analysis.
3. Sync Salesforce and HubSpot CRM for Seamless Data Flow
Many businesses use both HubSpot and Salesforce for different teams. This workflow ensures that:
- New contacts, deals, and updates in Salesforce automatically sync to HubSpot.
- Lead handoffs between marketing and sales teams happen in real time.
- There’s no duplicate data across both CRM systems.
Use case: A sales team using Salesforce can ensure all their marketing data from HubSpot stays up to date automatically.
4. Automate Contract Management with DocParser
Managing customer contracts manually is inefficient. This template helps by:
- Extracting customer data from signed contracts (PDFs) using DocParser.
- Syncing contract details directly into HubSpot CRM under the corresponding contact or deal.
- Reducing manual data entry and improving contract management workflows.
Use case: A legal or operations team can instantly store and track customer contracts inside HubSpot CRM without needing to process them manually.
5. Automatically Send Follow-Up Emails Based on Deal Status
Following up with leads at the right time increases conversion rates. This workflow:
- Monitors deal stages in HubSpot.
- Triggers automated follow-up emails when a deal moves to a new stage.
- Helps sales reps focus on engaging with leads instead of sending manual emails.
Use case: A sales team can ensure every prospect receives the right follow-up email based on their deal progress in HubSpot.
6. Sync E-Commerce Orders Between WooCommerce and HubSpot
E-commerce businesses need real-time customer insights. This template:
- Syncs customer purchase data from WooCommerce into HubSpot CRM.
- Helps teams track order history, abandoned carts, and post-purchase behaviour.
- Allows personalised email campaigns based on customer purchase activity.
Use case: An online store can trigger automated “thank you” emails or abandoned cart reminders based on purchase history stored in HubSpot.
7. Notify Teams in Slack When a High-Value Lead is Added to HubSpot
For sales teams, acting fast on high-value leads is critical. This workflow:
- Sends instant Slack notifications when a lead with a high score or value is added in HubSpot.
- Helps teams prioritise hot leads and follow up faster.
- Ensures real-time collaboration between marketing and sales teams.
Use case: A SaaS business can alert its sales reps via Slack whenever a qualified lead enters HubSpot CRM.
8. Trigger WhatsApp Messages from Twilio When a Contact is Updated in HubSpot
Customer engagement is better with timely communication. This template:
- Sends automated WhatsApp messages (via Twilio) when a customer’s details are updated in HubSpot.
- Can be used for appointment confirmations, special offers, or customer service notifications.
- Helps businesses maintain engagement without manually sending messages.
Use case: A healthcare provider can send automated appointment reminders via WhatsApp whenever a booking is made in HubSpot.
9. Assign Support Tickets in Zendesk Based on HubSpot Contact Data
For customer service teams, managing tickets efficiently is crucial. This workflow:
- Automatically assigns Zendesk tickets to the right support team based on HubSpot contact details.
- Ensures faster response times and better customer service.
- Prevents manual sorting of tickets, reducing workload.
Use case: A customer support team can automatically assign urgent tickets to priority agents based on customer status in HubSpot CRM.
Why Use Pre-Built Templates?
Instead of building workflows from scratch, these templates allow businesses to:
✅ Save time by implementing ready-made automation instantly.
✅ Reduce errors by eliminating manual work.
✅ Improve productivity by ensuring smooth integration across different tools.
✅ Scale operations by automating repetitive tasks and focusing on strategic work.
Conclusion
Integrating HubSpot with Make isn’t just about automating tasks—it’s about creating a seamless flow of information that enhances productivity, reduces manual errors, and keeps your business agile. Whether you’re looking to streamline lead management, improve customer engagement, or automate sales processes, this integration offers flexible solutions tailored to your needs.
By connecting your favourite apps with HubSpot through Make, you can focus less on repetitive work and more on strategies that drive growth. Start exploring these use cases and unlock the full potential of your business operations.