App Tutorial

Understanding Trigger Events in HubSpot for Sales & Marketing

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

A trigger event in HubSpot is an occurrence prompting a marketing or sales action, such as a user action or CRM data change. These events are key for engaging customers effectively.

  • Trigger events signal optimal engagement times, increasing deal closure chances.
  • Methods to track these events include LinkedIn Alerts, Google Alerts, and industry newsletters.
  • Examples include new executives, company expansions, and dissatisfaction with current vendors.
  • Setting up event triggers involves navigating to 'Automation' > 'Workflows' and configuring triggers.

Enhance your sales and marketing efficiency by automating HubSpot trigger events with Bardeen.

What is a Trigger Event in HubSpot?

A trigger event in HubSpot is any occurrence that creates an opportunity for a marketing or sales action. These events can be anything from a user clicking a link in an email, visiting a webpage, to changes in a contact's information within the CRM. Recognizing and utilizing trigger events is crucial for timely and effective customer engagement, allowing businesses to scale their interactions efficiently.

Trigger events in HubSpot serve as powerful tools for automating actions in sales and marketing workflows. Automate these processes with Bardeen to save time and enhance customer engagement strategies.

Importance of Trigger Events

Trigger events are vital in sales and marketing for identifying the optimal time to engage with prospects or customers. They signal a change or action that might indicate a prospect's readiness to buy or a customer's interest in additional services. By acting on these signals at the right moment, businesses can significantly increase their chances of closing a deal or upselling a service.

Tracking Trigger Events

Keeping up with trigger events can seem daunting, but there are several methods to track them effectively:

  • Earnings Calls and SEC Filings for financial insights into publicly traded companies.
  • LinkedIn Alerts for updates on personnel changes within companies.
  • Google Alerts for mentions of prospect names or business names in the news.
  • Industry Newsletters for staying informed about potential trigger events and industry changes.
  • Social Listening Tools like Buffer and Hootsuite for insights from online conversations.
Discover how to supercharge HubSpot with AI CRM automations for HubSpot on our blog.

By setting up these alerts, sales and marketing professionals can stay ahead of relevant events that might create sales opportunities.

Examples of Sales Trigger Events

Here are some common examples of trigger events that can be leveraged for sales opportunities:

  • New Executives: A change in leadership often comes with new strategies and openness to new vendors.
  • Company Expansion: New offices or locations can necessitate new products or services.
  • New Product/Service Announcement: Companies entering new markets may need additional support or services.
  • Competitive Product/Service Announcement: A competitor’s move might prompt a company to seek out your services for a competitive edge.
  • Dissatisfaction with Current Vendor: Public dissatisfaction is a clear signal to offer a better solution.

Tracking and acting upon these events can position your business as a timely and relevant solution to your prospects' and customers' needs.

Setting Up Event Enrollment Triggers in HubSpot

To set up event enrollment triggers in HubSpot, follow these steps:

  1. Navigate to 'Automation' > 'Workflows' in your HubSpot account.
  2. Click the name of an existing workflow or create a new one.
  3. In the workflow editor, click 'Set up triggers' and select 'when an event occurs' from the left panel.
  4. Configure your trigger and click 'Apply filter'.
  5. To refine your trigger, click 'Add refinement filters' and select additional properties.
  6. Enable re-enrollment if needed by selecting 'Yes, re-enroll every time the trigger occurs'.
  7. Click 'Save' when done.
Enhance your marketing and sales efforts by automating actions in HubSpot based on specific events with Bardeen. Start by downloading the Bardeen app at Bardeen.ai/download.

Unlock HubSpot's Full Potential with Bardeen Automations

Trigger events in HubSpot serve as powerful tools for automating actions in sales and marketing workflows. By leveraging Bardeen's integration with HubSpot, users can create sophisticated automations that respond in real-time to changes in their CRM. Automating these processes not only saves time but also enhances the efficiency and effectiveness of customer engagement strategies.

Here are examples of automations that can be built with Bardeen using HubSpot trigger events:

  1. Create a HubSpot ticket, when an email is forwarded: Automate the creation of support tickets in HubSpot from forwarded emails, streamlining your customer service process.
  2. Add a new row to Airtable, when a HubSpot product is created: Keep your product catalog synchronized between HubSpot and Airtable, ensuring your team always has access to the latest product information.
  3. Send an SMS message when a HubSpot deal is created: Receive instant SMS notifications when new deals are created in HubSpot, enabling your sales team to act quickly on new opportunities.

By employing these automations, businesses can significantly enhance their responsiveness and operational efficiency. Explore more about these automations by downloading the Bardeen app at Bardeen.ai/download.

Other answers for HubSpot

How to Add HubSpot Certification to LinkedIn

Learn how to manually add your HubSpot certification to LinkedIn by updating the Licenses & Certifications section, showcasing your achievements.

Read more
Log LinkedIn Messages in HubSpot

Learn how to log LinkedIn messages in HubSpot using third-party tools like Hublead for improved CRM efficiency and sales processes.

Read more
How to Create an Email Sequence in HubSpot

Learn how to create a HubSpot email sequence with this step-by-step guide, including setup, adding emails, tasks, and utilizing templates for marketing success.

Read more
Understanding Lead Conversion in HubSpot

Learn how to measure lead to customer conversion in HubSpot using conversion rates, CRM tracking, and custom reports for effective sales and marketing strategies.

Read more
Comprehensive Guide to Linking HubSpot to LinkedIn

Learn how to link HubSpot to LinkedIn, including Sales Navigator, to enhance CRM capabilities, streamline lead management, and optimize sales strategies.

Read more
Integrating LinkedIn with HubSpot

Learn how to integrate LinkedIn Sales Navigator with HubSpot for enhanced CRM capabilities, including step-by-step instructions for a seamless setup.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.