Prerequisites
In order to create HubSpot rules, a user must first connect to the HubSpot integration. Please see how to connect to the integration here.
Setting up HubSpot Rules
1.) In order to configure the rule, users will need to go to their Rules page here and select "+ New Rule".
2.) Next, users will need to select the HubSpot trigger. HubSpot Rules currently run when a new contact is created in HubSpot.
3.) After, users can customize their filter step of the rule. Users are able to filter on any HubSpot Contact property as a filter.
4.) Finally, users can select the action step.
The HubSpot rule trigger can be used with the following rule actions:
Email
Sequence
SMS
Email Task
Slack
Webhook
Important Note:
When selecting the sequence rule action, "Add recipients to a sequence", it is important to note that only HubSpot Contact properties which labels match the sequence variables will be automatically resolved within the sequence content. See more on HubSpot contact variables here.
FAQ
Will a HubSpot Rule run when an existing contact is updated?
No. HubSpot Rules currently run only when a new contact is created in HubSpot. Changes to existing contacts, such as a property update, won't trigger the rule. To add existing HubSpot contacts to a sequence, see How to add HubSpot contacts to Mixmax sequences.
Can a HubSpot Rule run when someone books a meeting through a HubSpot meeting link?
No. Meetings booked through HubSpot don't trigger HubSpot Rules. To exit recipients from a sequence automatically when they book a meeting, share a Mixmax calendar link and turn on Automatically exit recipients when they book a meeting via Mixmax with the sender in the sequence settings. To learn more, see How recipients are exited from Sequences.
Can I create HubSpot Rules as workspace rules?
Not currently. HubSpot Rules can only be set up as personal rules. To learn more about workspace rules, see Workspace level Rules.