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Marketing & CRMBeta

HubSpot

Trigger review requests from any HubSpot workflow — deal won, ticket closed, post-meeting follow-up.

HubSpot Workflows can fire a Webhook action with the contact's properties at any step. Wire that action to a SignalRoute inbound URL with the HubSpot template, and the contact's firstname, lastname, email, and phone flow through to a scheduled review request. Common patterns: deal-marked-won → review ask, ticket closed-resolved → review ask, NPS-promoter detected → review ask.

What it does

  • Works with any HubSpot workflow that includes a Webhook action.
  • Reads firstname / lastname / email / phone from the standard HubSpot contact properties payload.
  • Tolerates both top-level and nested .properties / .contact shapes.
  • Idempotent on HubSpot's contact object ID — replays don't double-send.
  • Per-workflow setup means different deal stages or ticket events can route to different review pages.

What it replaces

  • Manual 'log a customer note' after each review
  • Building a HubSpot → Zapier → SignalRoute zap chain
  • HubSpot's built-in NPS surveys (which only ask, not route)

Replaced by → your branded SignalRoute link, everywhere.

Setup

  1. 1Open Integrations → Inbound webhooks in the dashboard.
  2. 2Pick HubSpot as the source, name it, pick business + route.
  3. 3Copy the URL we generate.
  4. 4In HubSpot → Workflows → pick the trigger workflow → add action 'Send a webhook' (POST).
  5. 5Paste the URL. Include contact properties in the body — HubSpot's default is firstname / lastname / email / phone, which is what we read.

Ready to connect?

Connect your account in under 5 minutes. This integration is in beta — the wiring is shipped and works, we're still hardening edge cases. Email support@getsignalroute.com if you hit anything weird.

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