Available only for users who have purchased integrations access.
Overview
Automations let you connect apps in your stack so data flows automatically—no manual exporting or uploading required.
Each automation consists of two parts:
Trigger — The event that starts the automation (for example, a new contact in HubSpot).
Action — What happens after the trigger (for example, add that contact to CallSine).
This guide walks through a common example: syncing new leads from HubSpot into CallSine.
You’ll also find links to additional guidance from Albato, CallSine’s integration partner.
Step 1: Create a New Automation
In the Integrations Marketplace, click New Automation.
You’ll be taken to a blank automation page.
Enter a clear name that describes its purpose (for example, HubSpot → CallSine Leads).
Step 2: Define the Trigger
A Trigger tells the automation when to run.
Click Add a Trigger.
Choose HubSpot as the source app.
Select the event New Contact Added.
Triggers are preloaded for each app—you don’t need to create them manually.
Some triggers may include additional setup choices.
For this example, decide whether to sync all historical data or only new contacts going forward.
Most users choose to sync new contacts only.
(Optional) Add a filter to refine which records flow through—such as syncing only leads tagged as Warm.
To learn more about using filters, triggers, or setup variations, visit Albato’s Help Center.
Step 2: Define the Trigger
The Trigger is what tells your automation when to run.
Click "Add a Trigger"
Choose HubSpot as the source app.
Select the event: New Contact Added.
Triggers are pre-loaded for each app—you don’t need to create them.
Some Triggers will have additional choices to make. For this one, we need to decide whether to sync all historical data or only new contacts going forward. I've chosen to only sync new contacts.
Optional: Add a Filter to refine which records flow (e.g., only leads tagged as “Warm”).
Step 3: Define the Action
An Action determines what your automation does after the trigger fires.
Under the trigger, click the + icon and select Action.
Choose CallSine as the target app.
Select Add or Update Person so new HubSpot contacts sync directly into CallSine.
Map fields from HubSpot to CallSine.
Required fields are marked in red.
If a required field is not mapped, the record will not sync.
See Albato’s documentation for additional details on actions and field mapping.
Step 4: Test and Launch
Click Test and Launch to verify your automation setup.
Review the data to ensure contacts are syncing correctly.
Once verified, activate the automation.
After launch, data will flow automatically based on your trigger and filter settings.
Next Steps
Explore advanced options to enhance your workflow:
Add filters or multiple actions.
Automatically assign prospects to Agents.
Chain additional apps or workflows together.
You don’t need a technical background—triggers, actions, and fields are preloaded and guided every step of the way.