Discover workflows that save your business time and money. See which tools work together and how to set them up.
32 automations found in Find & Win Customers
When a new lead enters HubSpot, Cognism fills in job title, company size, industry, and direct phone. Your sales team spends less time researching and more time selling.
Give your sales team complete lead profiles instantly, increasing connect rates by up to 40%.
Saves ~3 hrs/week
When someone gives a low score on a SurveyMonkey survey, HubSpot creates a support ticket and notifies customer success. No unhappy customer falls through the cracks.
Respond to dissatisfied customers within hours instead of days.
Saves ~30 min/week
When a deal is marked Closed Won in HubSpot, SurveyMonkey sends a customer satisfaction survey. Responses flow back into the contact record.
Capture feedback from 90% of new customers and catch problems within the first 30 days.
Saves ~1 hr/week
When a HubSpot deal has no activity for a set number of days, the contact automatically receives a Cal.com booking link to reschedule a conversation.
Stale deals get an automatic nudge with a one-click booking link, recovering lost conversations.
Saves ~25 min/week
When someone registers for your Eventbrite event, their contact record is created or updated in HubSpot and added to an event-specific list.
Every event registrant becomes a CRM contact instantly for targeted nurturing.
Saves ~30 min/week
When you create a Zoom webinar, personalized invitations go to specific HubSpot lists. After the webinar, attendance data updates each contact's record.
Webinar invites reach the right audience and post-event follow-ups are tailored to attendance.
Saves ~40 min/week
When a deal moves to a specific stage, a personalized follow-up email is sent from your Gmail with deal details. Consistent follow-up timing without relying on reps to remember.
Every prospect gets a timely, personalized follow-up at each deal stage.
Saves ~50 min/week
When a designer finishes a graphic in Canva, it gets uploaded to HubSpot as a marketing asset ready for scheduling. No downloading and re-uploading.
Campaign creation is faster because approved graphics flow directly into your marketing platform.
Saves ~40 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
