How to Automate HubSpot Workflows with Make.com

Using make.com, you can connect HubSpot with hundreds of apps to create powerful, automated workflows that save time, reduce manual data entry, and keep your sales and marketing teams aligned.

This step-by-step guide walks you through how to plan, build, and optimize HubSpot automations using visual scenarios so you can get started quickly, even if you are not a developer.

Why Use Make.com for HubSpot Automation

Before building anything, it helps to understand what makes this automation platform effective for HubSpot users.

• Visual builder: Design workflows with drag-and-drop modules instead of code.
• HubSpot-ready modules: Work directly with contacts, companies, deals, tickets, and more.
• Live data mapping: Map HubSpot fields to other apps in a few clicks.
• Scalability: Start with simple flows and expand into complex, multi-step automations.

These capabilities let you build everything from simple lead capture workflows to end-to-end sales and customer success processes.

Getting Started with Make.com and HubSpot

To start automating, you first need to connect your HubSpot account and understand how scenarios work inside make.com.

Create Your Make.com Account

1. Go to the make.com homepage and sign up for an account.
2. Confirm your email and log in to the dashboard.
3. Familiarize yourself with the main sections: Scenarios, Connections, and Templates.

The platform offers a visual scenario editor where each workflow is built from modules connected by lines that define data flow and logic.

Connect HubSpot to Make.com

1. From the dashboard, open the Connections area.
2. Click Add a connection and search for HubSpot.
3. Select HubSpot and follow the prompts to authorize access.
4. Choose the HubSpot portal you want to connect if you manage multiple accounts.

Once connected, your HubSpot data (such as contacts and deals) becomes available to modules in your scenarios.

Core Concepts for HubSpot Automation in Make.com

To use make.com effectively with HubSpot, you need to understand a few core concepts: triggers, actions, mapping, and scheduling.

Triggers and Actions in Make.com

Every scenario is built around at least one trigger and one or more actions.

• Trigger modules: Start the scenario. Example: “Watch Contacts” in HubSpot when a new contact is created.
• Action modules: Perform tasks. Example: “Create a Deal,” “Update a Contact,” or “Create a Ticket.”

By combining these modules, you can move data between HubSpot and other platforms automatically.

Mapping HubSpot Data Fields

Field mapping tells the platform where each piece of data should go.

1. Open a module in your scenario.
2. Click into a field, such as Email or First name.
3. Choose the corresponding value from the previous module’s output.

This ensures that HubSpot properties line up correctly with fields in other apps, such as CRMs, support tools, or spreadsheets.

Scheduling and Running Scenarios

You control when your HubSpot automations run.

• Use instant webhooks or HubSpot triggers for real-time processing.
• Use scheduled intervals (every 5 minutes, hourly, daily) for batch-style workflows.
• Turn scenarios on or off directly from the scenario editor.

Proper scheduling keeps your data up to date without overloading your HubSpot account with unnecessary API calls.

Step-by-Step: Build a Simple HubSpot Workflow in Make.com

Follow these steps to create a basic HubSpot automation that reacts to new contacts and sends data to another tool.

Step 1: Plan the Automation

Define the goal before building. For example:

• When a new contact is created in HubSpot, send the details to a Google Sheet.
• Notify a sales channel in Slack when a new qualified lead appears.
• Create a support ticket when a customer submits a HubSpot form.

Clear goals help you select the right modules and mapping logic in make.com.

Step 2: Create a New Scenario in Make.com

1. In the dashboard, click Create a new scenario.
2. Use the search bar to add the HubSpot module.
3. Select a trigger, such as Watch Contacts.
4. Configure filters if necessary (for example, only certain lifecycle stages).

This HubSpot trigger watches for changes and starts the automation whenever your conditions are met.

Step 3: Add Action Modules

Next, decide what should happen after the trigger fires.

1. Click the plus icon after your trigger module.
2. Add an app module, such as Google Sheets, Slack, or another HubSpot action.
3. Define the operation, like Add a row or Send a message.
4. Map fields from HubSpot to your chosen app using the data mapping panel.

You can chain multiple modules, for example: HubSpot trigger → Lead qualification filter → Create a Deal → Send a Slack notification.

Step 4: Test and Activate the Scenario

1. Use the Run once option in the editor.
2. Create or update a test contact in HubSpot that matches your trigger conditions.
3. Review the execution log to confirm that each module runs successfully.
4. Adjust mappings or filters if the data is incorrect.
5. When satisfied, switch the scenario from Off to On.

Your HubSpot automation now runs automatically based on real data.

Advanced HubSpot Use Cases with Make.com

Once you are comfortable with basic scenarios, you can build more advanced flows using routers, filters, and multiple apps.

Multi-Branch Lead Routing

Use routers inside make.com to send leads down different paths based on HubSpot properties.

• Route by territory (country or region).
• Route by lifecycle stage or lead score.
• Assign owners or create deals automatically.

This ensures leads are handled quickly by the right team members.

Cross-App Revenue Operations

Combine HubSpot data with finance, support, and reporting tools.

• Sync paid customers from billing tools into HubSpot.
• Update deal stages when invoices are paid.
• Send revenue summaries to reporting dashboards.

With make.com, these processes stay in sync without manual exports or imports.

Customer Support and Success Automation

Connect HubSpot tickets, conversations, and contact records to helpdesk and communication platforms.

• Create tickets when HubSpot forms are submitted.
• Sync contact context to support tools before agents respond.
• Trigger follow-up tasks for customer success teams.

This gives your teams a unified view of the customer journey across systems.

Best Practices for HubSpot Automation in Make.com

To keep your automations reliable and scalable, follow these best practices.

• Name scenarios clearly: Include app names and the main outcome (for example, “HubSpot → Slack lead alerts”).
• Use filters wisely: Limit triggers to relevant records to avoid noise.
• Monitor logs: Review execution history for errors or unexpected behavior.
• Document flows: Keep simple notes so your team understands what each scenario does.

These habits help you maintain a growing library of workflows without confusion.

Learn More About HubSpot Automation with Make.com

For deeper technical details, visual examples, and additional HubSpot modules, refer to the official guide on the make.com website: HubSpot automation how-to.

If you need strategic help designing a broader automation architecture around HubSpot, CRMs, and other tools, you can also explore consulting resources at Consultevo.

By combining HubSpot’s CRM features with the flexible visual workflows offered by make.com, you can build robust automations that support marketing, sales, and customer success without writing code.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

Get Help