CRM
HubSpot lifecycle change writes back the Front tag
Listens for HubSpot lifecycle-stage changes and applies the matching status tag to that contact's open Front conversation.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot lifecycle stage changedHubSpot
- LogicMap stage to Front tag
- ActionFind open Front conversation by emailFront
- LogicSkip if no open conversation
- ActionSwap stage tags on Front conversationFront
- OutputLog sync to Slack ops channelSlack
What it does
Keeps Front in sync with HubSpot, not the other way around. When a contact's lifecycle stage changes in HubSpot, the workflow finds their open Front conversation and applies (and cleans up) the matching status tag, so agents always see CRM state at a glance.
When to use it
Use it when sales drives stage changes in HubSpot but support and CS work out of Front, and you want the inbox to reflect where each contact stands without anyone re-tagging by hand.
How it works
- 1A HubSpot webhook fires on a contact lifecycle-stage change.
- 2A mapping step translates the new stage into a Front tag name; unmapped stages are skipped.
- 3The flow searches Front for an open conversation with that contact's email.
- 4A branch handles the no-open-conversation case by exiting quietly.
- 5Front removes any prior stage tags on the conversation and applies the new one.
- 6A short confirmation is posted to the team's Slack ops channel for an audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect FrontShared inbox, conversations.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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