Skip to main content Skip to footer
Colorful automation illustration
Take Action on Every Event

Build Smarter Automations on HubSpot

Transforms CRM events into intelligent workflows, real-time syncs, and custom app experiences. With HubSpot’s developer tools, your data doesn’t just exist in the CRM; it drives action, everywhere it matters.

Automate HubSpot Data with HubSpot Developer Platform Tools

Build smarter, AI-ready automations on HubSpot’s developer platform. Trigger actions from CRM events, unify data across systems, and design custom business logic that scales with your app. With extensible APIs, workflows, and Agent Tools, you can power everything from real-time syncs to intelligent, AI-driven experiences, so nothing slips through the cracks.

Core automation tools include:

Workflows

Multi-step automation sequences

Webooks

Real-time event notifications

Custom objects

Store and act on specialized data

App objects

App-defined, fully customizable data entities

App events

Track custom activities and triggers

App cards

Contextual interfaces within CRM records

APIs

Automate data synchronization across systems

Agent tools

Leverage AI agents and models for enhanced automations

The Benefits of Automating Your HubSpot Data

HS_Pictograms_AI_Option1_800px

Eliminate Manual Work

Free others from repetitive updates and manual handoffs. Automations ensure notifications, system updates, and processes are handled automatically so that people can focus on high-value work.
HS_Pictograms_Notifications-1

Respond in Real Time

React instantly to what matters most. Whether it’s a high-value deal, a new customer signup, or a critical support escalation - automations move you from hours to seconds.
HS_Pictograms_Solutions

Ensure Consistency at Scale

Ensure every lead gets a timely follow-up, every customer receives the proper onboarding, and every process runs the same way, every time. Reliability is built in.
HS_Pictograms_Investment Growth

Unify Systems and Insights

Connect HubSpot events to your support tools, billing systems, marketing apps, and custom solutions. Automations keep data flowing, so every system stays in sync and every team works smarter.

How to Automate HubSpot Data

Identify Trigger Events

Start by mapping the CRM events that matter most. These are the moments when automation adds real value:

Available

  • Deal stage changes
  • Contact property updates
  • Form submissions
  • Custom object modifications

Choose Your Automation Method

Select the right developer tool for your business logic and desired outcome:

workflows

Workflows

For multi-step sequences within HubSpot

Example:  When a contact becomes qualified → Add to nurture sequence → Assign to sales rep → Create a follow-up task

dynamicFilter

Webhooks

For real-time external system updates

Example:  When a deal closes → Update billing system → Trigger onboarding → Send a Slack notification

customObject

Custom objects & events

For specialized business logic and surface richer insights

Example: Track product usage → Calculate health score → Trigger renewal workflow

simpleBot

AI & Agent tools

For intelligent decision making and predictive automation

Example: Analyze support tickets → Identifies urgency and intent → Routes critical cases to the right specialist → Suggests responses and creates follow-up tasks

HS_Pictograms_BuildingBlocks

Build, Test, and Monitor

Implement your automation, test it thoroughly, and set up monitoring. As a business evolves, HubSpot developer tools give you a future-proof foundation so your automations scale.

Real-World Use Cases

Sales Process Automation

  • Auto-assign leads based on territory and product interest
  • Update deal probabilities dynamically using engagement scores
  • Trigger contract generation at the right stage

Customer Success Workflows

  • Monitor usage data and trigger outreach for at-risk accounts
  • Automate personalized onboarding sequences based on customer type
  • Create support tickets to capture renewal opportunities

Marketing Integrations

  • Sync lead scores with advertising platforms to optimize spend
  • Trigger email campaign sequences based on real-time website behavior
  • Update campaign attribution in real-time for smarter ROI tracking
From Data to Value, Faster

Start Automating Today