Create tasks and leads automatically in Hubspot

With the Hubspot integration, you can set up triggers to create leads and tasks when prospects engage with cadence emails in Klenty.

To set up the triggers:

  1. Login to your Klenty account and go to Settings -> CRM Settings.
  2. Click on Set up Triggers.
  3. You can enable the following options.


Create tasks for the lead in Hubspot with the following triggers in Klenty.

  •  e-mail sent to a prospect
  • e-mail opened by a prospect
  • a tracked link in an e-mail clicked on by a prospect
  • replies received from a prospect
  • task created or updated for the prospect

Create leads in Hubspot

  • when a prospect replies for the first time