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Hubspot Trigger

About HubSpot Trigger

HubSpot Trigger is an automation node that fires whenever specific events occur in your HubSpot CRM. It detects new contacts, deal stage changes, form submissions, company updates, and other CRM events in real time, then passes that data into your workflow for processing. Marketing and sales teams use it to build instant-response automations that act the moment something changes in HubSpot.

Practical use cases include triggering personalised email sequences when a contact reaches a certain lifecycle stage, notifying sales reps the instant a deal moves to a new pipeline stage, syncing HubSpot form submissions to external databases, and creating tasks in project management tools when deals close. The trigger removes the delay between a CRM event and the action your team needs to take.

Osher builds sales automation workflows that respond to HubSpot events within seconds. We connect your CRM triggers to email systems, Slack notifications, quoting tools, and onboarding workflows so nothing falls through the cracks between deal stages. When a lead fills out a form, books a call, or moves through your pipeline, the right follow-up actions happen automatically without your team needing to remember or manually initiate them.

HubSpot Trigger FAQs

Frequently Asked Questions

What HubSpot events can the HubSpot Trigger detect?

How quickly does the HubSpot Trigger fire after an event?

Can I trigger different workflows for different deal pipeline stages?

What is the difference between HubSpot Trigger and HubSpot Workflows?

Can I use the HubSpot Trigger with HubSpot’s free CRM?

How do I prevent duplicate workflow executions from HubSpot events?

How it works

We work hand-in-hand with you to implement HubSpot Trigger

Step 1

Connect Your HubSpot Account

Authenticate your HubSpot account using OAuth or an API key in your automation platform. OAuth is the recommended method as it provides scoped access and is required for private apps in HubSpot’s current API model.

Step 2

Select the Trigger Event Type

Choose which HubSpot event should start your workflow: contact created, deal stage changed, form submitted, company updated, or another available event type. This determines what data your workflow receives when it fires.

Step 3

Configure Event Filters

Narrow the trigger to specific conditions. For example, only trigger on deals in a particular pipeline, contacts with a certain lifecycle stage, or form submissions from a specific form. Filtering reduces unnecessary workflow executions.

Step 4

Map HubSpot Data to Workflow Variables

Review the data fields available in the trigger payload and map them to variables for use in downstream nodes. Common fields include contact name, email, deal amount, pipeline stage, and any custom properties you have configured in HubSpot.

Step 5

Build Response Actions

Add the nodes that act on the trigger data. Examples include sending a Slack notification to your sales team, creating a task in Asana, adding the contact to an email sequence, updating an external database, or generating a personalised proposal document.

Step 6

Test with a Sample CRM Event

Create a test contact or update a deal in HubSpot to verify the trigger fires and your workflow processes the event correctly. Check that all downstream actions complete as expected before activating the workflow for production use.

Transform your business with HubSpot Trigger

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation HubSpot Trigger consultation.