Can I filter for meetings with specific clients or keywords?

Absolutely! DryMerge allows you to filter meetings based on specified clients or keywords, so only the relevant ones are translated into opportunities.

Can I use this with another CRM instead of Salesforce?

Yes, you can use this with another CRM like Zoho or Pipedrive. Just specify your preference and DryMerge will adjust accordingly.

Which teams benefit most from this automation?

Sales and business development teams can maximize their efficiency by ensuring no meeting or potential opportunity is overlooked. It helps in maintaining a consistent and updated sales pipeline.

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HubSpot + Salesforce

Create Salesforce Opportunities from New HubSpot Meetings

Streamline your sales process by seamlessly transferring new meeting details from HubSpot to Salesforce as opportunities. This ensures that no sales opportunity slips through the cracks, providing your team with up-to-date information to act upon.

New HubSpot Meeting

Triggers when a new meeting is scheduled in HubSpot.

Create Salesforce Opportunity

Generates a new Salesforce opportunity using meeting details.

See more HubSpot to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Salesforce Tasks from New HubSpot Interactions

HubSpot + Salesforce

Create Salesforce Leads from New HubSpot Contacts

HubSpot + Salesforce

Create Salesforce Cases from HubSpot Tickets

HubSpot + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce opportunities from new HubSpot meetings"

Create Salesforce opportunities from new HubSpot meetings

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + HubSpot.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Zoho CRM

CRM Platform

Pipedrive

Sales CRM

Linear

Issue Tracking

Get Started with DryMerge

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