HubSpot + Salesforce

Route Leads in Salesforce Using HubSpot Smart Lists

This use case uses HubSpot smart lists to enhance lead management in Salesforce. By integrating these platforms, leads are automatically routed to the appropriate sales representatives, eliminating manual errors and increasing efficiency. Ideal for marketing and sales teams, it ensures that no lead is left behind and that each one is handled promptly.

hubspot Logo

New Lead in Smart List

Identifies a new lead added to your HubSpot smart list.

salesforce Logo

Route Lead to Rep

Automatically assigns the new lead to the appropriate sales representative in Salesforce, ensuring timely follow-up.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Route leads in Salesforce using HubSpot smart lists"

Speech bubble

Route leads in Salesforce using HubSpot smart lists

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.

Connect background

Sure! Connecting

HubSpot Logo + Salesforce Logo

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.

HubSpot Logo
Salesforce Logo

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Salesforce.

hubspot Logo

Create Contact

Creates a new contact in HubSpot

hubspot Logo

Delete Contact

Deletes a contact in HubSpot

hubspot Logo

Update Contact

Updates the stage/lead value of a contact in HubSpot

hubspot Logo

Read Contact

Reads context about a contact in HubSpot using various identifiers

hubspot Logo

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

hubspot Logo

Update Ticket

Updates a ticket in HubSpot using the ticket ID

hubspot Logo

Create Ticket

Creates a new ticket in HubSpot

hubspot Logo

Read Ticket

Lists all tickets in HubSpot

hubspot Logo

Create Company

Creates a new company in HubSpot

hubspot Logo

Delete Company

Deletes a company in HubSpot

hubspot Logo

Update Company

Updates a company in HubSpot

hubspot Logo

Read Company

Reads a company in HubSpot

App details

HubSpot Logo

HubSpot

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

Salesforce Logo

Salesforce

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

Related apps

Get Started with DryMerge

Start automating today.