Workflows: Support HubSpot Actions
under review
Z
Zy
Business Problem:
Currently, there is no native action step in respond.io workflows that can directly interact with HubSpot. Users need a streamlined way to push updates, create records, or log activities in HubSpot as part of their automated workflows.
Desired Outcome:
- Direct HubSpot Action:Introduce new Workflow Steps (actions )in respond.io that allows users to interact directly with HubSpot objects within the respond.io workflow builder.
- Flexible HubSpot Actions:Support essential HubSpot operations, such as creating or updating contacts, adding notes or activities, logging conversation histories and etc.
Use Cases:
- Lead Generation:When a prospect reaches out on WhatsApp or Facebook Messenger, a respond.io workflow could automatically create or update a corresponding HubSpot contact record and log the initial conversation as an activity—streamlining the lead qualification process.
- Sales Nurturing:If a contact expresses interest in a product, the workflow can instantly update their lifecycle stage in HubSpot and add a note summarizing the conversation, enabling the sales team to follow up with relevant information and timely proposals.
Current Workaround:
Users currently rely on third-party integration platforms like Zapier or Make.com to bridge the gap between respond.io and HubSpot.
S
Shi Hui
under review