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Hubspot + Salesforce: Nanonets Integrations

Automate Workflows on Nanonets with Salesforce and Hubspot

AI analyzes campaign data, identifies performance metrics, predicts trends, and segments results for targeted analysis.

Automatically update HubSpot with analyzed campaign insights and segmented data for reporting and further marketing actions.

Seamless HubSpot Salesforce Data Sync

Automate CRM data synchronization with our solution, effectively updating HubSpot records upon new Salesforce entries, ensuring accuracy and consistency across your sales platforms.

New CRM Entry

AI analyzes new Salesforce entries, harmonizes data structures, and prepares synchronized payloads for HubSpot.

Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Custom CRM Reporting Easily

Schedule a demo
Automate the creation of tailored reports from Salesforce data; seamlessly push insightful analytics to HubSpot for strategic decision-making and time-saving.

New report request logged

Nanonets AI consolidates and analyzes Salesforce data, identifying trends and generating insightful visualizations for reports.

Efficient Marketing Campaign Tracking Automation

Compile and distribute custom reports automatically to designated HubSpot user dashboards for strategic review.

Automate cross-platform marketing campaign tracking with AI insights, syncing Salesforce data to HubSpot for enhanced strategy and ROI analysis.

Streamlined Customer Support Ticketing Automation

Nanonets AI categorizes tickets, assigns priority levels, and extracts key issue summaries for routing.

Streamlined Customer Support Ticketing Automation

Automatically creates or updates tickets in Salesforce with AI-processed data, ensuring accurate tracking.

Automate customer support by integrating HubSpot and Salesforce ticketing, with AI-enhanced routing for prompt, precise service resolution.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

Explore how Nanonets AI integrates with Salesforce and Hubspot

AI analyzes campaign data, identifies performance metrics, predicts trends, and segments results for targeted analysis.

Automatically update HubSpot with analyzed campaign insights and segmented data for reporting and further marketing actions.

Seamless HubSpot Salesforce Data Sync

Automate CRM data synchronization with our solution, effectively updating HubSpot records upon new Salesforce entries, ensuring accuracy and consistency across your sales platforms.

New CRM Entry

AI analyzes new Salesforce entries, harmonizes data structures, and prepares synchronized payloads for HubSpot.

New report request logged
Nanonets AI consolidates and analyzes Salesforce data, identifying trends and generating insightful visualizations for reports.
Compile and distribute custom reports automatically to designated HubSpot user dashboards for strategic review.
New campaign data entry
AI analyzes campaign data, identifies performance metrics, predicts trends, and segments results for targeted analysis.
Automatically update HubSpot with analyzed campaign insights and segmented data for reporting and further marketing actions.
New CRM Entry
AI analyzes new Salesforce entries, harmonizes data structures, and prepares synchronized payloads for HubSpot.
Updated information is automatically pushed to HubSpot, ensuring accurate and up-to-date CRM records.
New lead enters system
Nanonets AI analyzes lead behavior, engagement, and demographics to assign a dynamic lead score
Nanonets AI analyzes lead behavior, engagement, and demographics to assign a dynamic lead score
New ticket in HubSpot
Nanonets AI categorizes tickets, assigns priority levels, and extracts key issue summaries for routing.
Automatically creates or updates tickets in Salesforce with AI-processed data, ensuring accurate tracking.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Custom CRM Reporting Easily

Schedule a demo
Automate the creation of tailored reports from Salesforce data; seamlessly push insightful analytics to HubSpot for strategic decision-making and time-saving.

New report request logged

Nanonets AI consolidates and analyzes Salesforce data, identifying trends and generating insightful visualizations for reports.

Efficient Marketing Campaign Tracking Automation

Compile and distribute custom reports automatically to designated HubSpot user dashboards for strategic review.

Automate cross-platform marketing campaign tracking with AI insights, syncing Salesforce data to HubSpot for enhanced strategy and ROI analysis.

Streamlined Customer Support Ticketing Automation

Nanonets AI categorizes tickets, assigns priority levels, and extracts key issue summaries for routing.

Streamlined Customer Support Ticketing Automation

Automatically creates or updates tickets in Salesforce with AI-processed data, ensuring accurate tracking.

Automate customer support by integrating HubSpot and Salesforce ticketing, with AI-enhanced routing for prompt, precise service resolution.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Hubspot + Salesforce: Nanonets Integrations

AI analyzes campaign data, identifies performance metrics, predicts trends, and segments results for targeted analysis.

Automatically update HubSpot with analyzed campaign insights and segmented data for reporting and further marketing actions.

Seamless HubSpot Salesforce Data Sync

Automate CRM data synchronization with our solution, effectively updating HubSpot records upon new Salesforce entries, ensuring accuracy and consistency across your sales platforms.

New CRM Entry

AI analyzes new Salesforce entries, harmonizes data structures, and prepares synchronized payloads for HubSpot.

Salesforce

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

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Hubspot

HubSpot integration enhances business functions by consolidating marketing, sales, service activities and data management within a unified system.

Learn More
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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate Custom CRM Reporting Easily

Schedule a demo
Automate the creation of tailored reports from Salesforce data; seamlessly push insightful analytics to HubSpot for strategic decision-making and time-saving.

New report request logged

Nanonets AI consolidates and analyzes Salesforce data, identifying trends and generating insightful visualizations for reports.

Efficient Marketing Campaign Tracking Automation

Compile and distribute custom reports automatically to designated HubSpot user dashboards for strategic review.

Automate cross-platform marketing campaign tracking with AI insights, syncing Salesforce data to HubSpot for enhanced strategy and ROI analysis.

Streamlined Customer Support Ticketing Automation

Nanonets AI categorizes tickets, assigns priority levels, and extracts key issue summaries for routing.

Streamlined Customer Support Ticketing Automation

Automatically creates or updates tickets in Salesforce with AI-processed data, ensuring accurate tracking.

Automate customer support by integrating HubSpot and Salesforce ticketing, with AI-enhanced routing for prompt, precise service resolution.

Salesforce provides CRM solutions that help businesses manage customer data, track engagements, and deliver personalized experiences.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Hubspot + Salesforce: Nanonets Integrations

Salesforce
Hubspot
business use cases

Automate Custom CRM Reporting Easily

Automate the creation of tailored reports from Salesforce data; seamlessly push insightful analytics to HubSpot for strategic decision-making and time-saving.

New report request logged

Nanonets AI consolidates and analyzes Salesforce data, identifying trends and generating insightful visualizations for reports.

Efficient Marketing Campaign Tracking Automation

Compile and distribute custom reports automatically to designated HubSpot user dashboards for strategic review.

Automate cross-platform marketing campaign tracking with AI insights, syncing Salesforce data to HubSpot for enhanced strategy and ROI analysis.

ai integrations

New campaign data entry

AI analyzes campaign data, identifies performance metrics, predicts trends, and segments results for targeted analysis.

Automatically update HubSpot with analyzed campaign insights and segmented data for reporting and further marketing actions.

Seamless HubSpot Salesforce Data Sync

Automate CRM data synchronization with our solution, effectively updating HubSpot records upon new Salesforce entries, ensuring accuracy and consistency across your sales platforms.

New CRM Entry

AI analyzes new Salesforce entries, harmonizes data structures, and prepares synchronized payloads for HubSpot.

uncover new possibilities

Contact us to enhance your workflows today

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