13 ways to automate HubSpot with HeyGen

Automate HubSpot follow-up videos, sales review and outreach handoffs with HeyGen and the tools your team already uses.

This page is for small-business owners, sales ops teams and agencies managing leads, deals, customer follow-up and sales tasks in HubSpot.

Must-have 5 High value 5 AI workflows 3

Must-have

5 Ideas

1. Create HubSpot welcome videos with HeyGen

Sales teams often record or request a welcome video after adding a new contact. Instead, a new HubSpot contact creates a personalized HeyGen welcome video and saves its URL on the contact record.

New contact created

Create welcome video from template

Update contact with video URL

Create Flow

2. Add HeyGen introductions to HubSpot deals

Reps can lose the introductory video link in email threads after opening a deal. When a HubSpot deal is created, HeyGen creates the introduction video and HubSpot stores it as a deal note.

New deal created

Create introduction video from template

Add video URL as a deal note

Create Flow

3. Create HubSpot form response videos with HeyGen

A rep may need to remember to prepare a response after a prospect submits a HubSpot form. The submission creates a HeyGen response video and a HubSpot task for the owner to review it.

New form submission

Create form response video from template

Create task to review the video

Create Flow

4. Attach HeyGen proposal videos to HubSpot

When a deal reaches the proposal stage, reps may manually attach a tailored video to the record. HubSpot now starts a HeyGen proposal video and saves the link in the deal properties.

Deal stage changed to Proposal

Create proposal video from template

Update deal with video URL

Create Flow

5. Log HeyGen outreach on HubSpot contacts

Sales reps may create a video after a contact becomes sales qualified but forget to record the outreach. HubSpot creates the HeyGen video and logs a call activity against the contact for visibility.

Contact lifecycle stage changed to sales qualified

Create sales outreach video from template

Log video outreach as a call activity

Create Flow

High value

5 Ideas

6. Draft HubSpot proposal follow-ups in Gmail

Reps often build proposal follow-ups only for larger opportunities and must find the video link first. HubSpot checks the deal amount, creates a HeyGen video for qualifying deals and prepares a Gmail draft with the link.

Deal stage changed to Proposal

If deal amount is above the video threshold

Create proposal follow-up video from template

Create follow-up email draft with video URL

Create Flow

7. Send HubSpot check-in videos through WhatsApp

Customer success teams can miss the right time for a post-sale check-in. After a HubSpot contact becomes a customer and waits 30 days, HeyGen creates a check-in video and WhatsApp Business Cloud sends the approved template message.

Contact lifecycle stage changed to customer

Wait 30 days

Create customer check-in video from template

Send approved template message with video URL

Create Flow

8. Alert Slack about HubSpot form videos

Marketing may want video treatment only for leads from a priority source and then has to notify sales manually. HubSpot checks the source, creates a HeyGen video and alerts Slack with the lead and video details.

New form submission

If original source is a priority campaign

Create lead response video from template

Post lead and video details to the sales channel

Create Flow

9. Track HubSpot segment videos in Google Sheets

Teams may need a separate record of which target accounts received a campaign video. For deals in the selected HubSpot segment, HeyGen creates the video and Google Sheets records the deal and video URL.

New deal created

If deal belongs to the target segment

Create segment video from template

Add campaign tracking row with video URL

Create Flow

10. Create Trello cards for stalled HubSpot deals

A manager can spend time finding stalled deals and assigning personalized re-engagement work. Each week, HubSpot finds qualifying stalled deals, creates a HeyGen re-engagement video and adds the work to Trello.

Every Monday morning

Find deals with no activity in 14 days

If deal is still open and has an owner

Create re-engagement video from template

Create outreach card with video URL

Create Flow

AI workflows

3 Ideas

11. Qualify HubSpot form leads for HeyGen review

Sales teams can read every free-text form response before deciding whether a personalized video is worthwhile. AI assesses the prospect's need and drafts a video script, then HeyGen creates the video and HubSpot assigns it for review.

New form submission

Assess lead fit and draft a personalized video script from form answers

Create lead video from template and AI script

Create task to review video before sending

Create Flow

12. Categorize HubSpot lost deals in Google Sheets

Teams often have inconsistent lost-deal notes that are hard to report on. AI reads the associated HubSpot notes, identifies the primary loss reason and adds a consistent row to Google Sheets.

Deal stage changed to Closed lost

Get associated deal notes

Identify the primary loss reason and supporting evidence

Add lost-deal analysis row

Create Flow

13. Draft HubSpot ticket walkthrough emails with HeyGen

Support agents may need to decide whether a ticket would be better solved with a visual walkthrough. AI reads the HubSpot ticket, judges whether a walkthrough fits and drafts a script, then creates a HeyGen video and a Gmail draft for agent review.

New ticket created

Get ticket description and conversation

Decide whether a visual walkthrough fits and draft a script

If a visual walkthrough is appropriate

Create walkthrough video from template and AI script

Create support email draft with video URL

Create Flow

Ideas for related apps

See HubSpot integration See OpenAI (ChatGPT) integration See HeyGen integration

Frequently asked questions

Can I automate HubSpot and HeyGen without coding?

Yes. Click Create Flow to open the AI flow builder with the workflow loaded, then connect HubSpot and HeyGen when prompted. Review the steps, turn the flow on, and later change it by telling the AI or using the visual builder.

How can HubSpot trigger personalized HeyGen videos?

A HubSpot contact, deal-stage change or form submission can start a flow that fills an approved HeyGen video template with CRM details. The resulting video URL can be written back to HubSpot, sent for review or delivered through a connected customer channel.

Can HubSpot, HeyGen and Gmail create reviewed sales follow-ups?

A flow can create a HeyGen video for a qualified deal and put its link into a Gmail draft for the sales rep to review. This keeps personalized outreach under human control before it reaches a prospect.

Can I use AI with HubSpot tickets and HeyGen walkthrough videos?

viaSocket can use an AI step to read ticket content, identify whether a setup walkthrough is appropriate and prepare a video script. The workflow can then create the HeyGen video and save it in a Gmail draft for review.

What other apps can I connect to HubSpot and HeyGen?

viaSocket connects 2,300+ apps, including WhatsApp Business Cloud, Slack, Google Sheets and Trello. Connect each app once when prompted, then use the same connected accounts in future flows.

Written byJatin Kashiv

2 Weeks ago