Create Hubspot deals when Smartlead category changes
by Noel Maniraguha on December, 2024
This automation helps you seamlessly convert Smartlead positive replies to Hubspot deals. It also adds contact and company associations.
This automation has 3 components.
1. Creating Smartlead positive replies as Hubspot deals when the category changes
2. Automatically associating the deal with contacts, emails, and the company
3. Syncing category changes from Smartlead to Hubspot deals (optional)
This automation is extremely important if you use both of these platforms. Pair this with Log all Smartlead emails to Hubspot for the best experience
Insert the blueprint in make (new scenario)
Manual Changes
Smartlead Webhook Creation
Choose any category (positive categories recommended)
Delete/modify the update deal section
If you want to dynamically map Lead Categories to Deal stages, simply modify the formula in this module. Use the lowercase category name and map it to the stage ID. The black variable is purposely there to cause an error, reminding you to do this... Delete that variable
Set a schedule
I recommend choosing an "immediate" occurrence for this automation
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