HubSpot Trigger Setup

Table of contents

Triggers let your screens update automatically when something important happens. Instead of scheduling content, a trigger fires the moment a defined event occurs and displays a playlist before returning your screens to normal rotation.

HubSpot triggers are a type of service trigger. They fire when specific CRM events happen inside your HubSpot account - for example, when a deal moves stages or a ticket is updated.

Once you connect HubSpot to Fugo, you can choose the events you care about and define the rules that should activate your content in real time.

This guide walks you through setting up a HubSpot trigger from start to finish.

Before setting up a HubSpot trigger, make sure you have the following in place:

1. A Fugo account
You’ll need to be logged into your Fugo workspace to create and manage triggers.

You can sign up for a 14 day free trial here.

2. At least one connected screen
Your trigger must have a destination screen to play on.
​

You can pair any supported smart TV or media player - see our full compatibility guide here:

👉 Devices & OS compatible with Fugo

If you don’t have your hardware yet, you can still build and test triggers using:

Both options let you preview playback directly from your browser:

👉 Install Fugo on your Chrome browser

3. A HubSpot account with the right permissions
To create HubSpot triggers, you’ll need access to the HubSpot account you want to connect and permission to approve any scopes requested during setup.

Once these pieces are in place, you’re ready to connect HubSpot and start building your trigger.
​

The first thing you'll need to do is connect HubSpot at the account level, so that Fugo can access your data.

1. Log into your Fugo account.

2. From the green account icon in the top right corner, choose Account.

3. Navigate to the Connections tab in the left-hand panel.

Click Add next to HubSpot under Add new connections to connect HubSpot.

4. This will open a pop window to authenticate with your account.

Choose the account you want to connect and click Choose Account.

5. You'll be guided through the consent window to connect your app.

You can close the window once you're done.

Once connected, HubSpot will be available for use in Triggers.

1. Navigate to the Triggers page from the top navigation bar and click either of the Create Trigger buttons.

2. This will open up the Trigger builder:

3. Give your trigger automation a name.

I'll call mine "Deal Opened Over $10K" since I want to shout out every new deal created by my sales team over $10,000.

4. Click Add source.

5. If you've already connected your source, you'll see it listed under Connected.

If you haven't connected your source, you can do so now. Note that you'll be redirected to the Connections page of your account where you'll need to connect your source (steps 3-5 of the previous section.)

6. Now you'll need to choose your trigger type that Fugo is going to monitor for:

I'll choose Deals since I want my trigger automation to fire based on Deal activity (a new deal being created):

7. Choose what specific event you want to act as the trigger that sets off the automation.

I'll choose Deal created.

8. At this stage, you can change your trigger name to make it more specific. When you're done, click Save Trigger.

9. Your trigger will now be listed as a tile on the Trigger Source card.

If you want to reconfigure the trigger, click the cog icon to the right of your trigger's tile:

We'll cover how to add filters to your trigger in the next section. You can also jump ahead to this section to learn how to assign content to your trigger automation.

Once you've chosen your trigger event, you can add filters to control when it should fire. Filters let you define the specific conditions that must be met - helping ensure your trigger only activates when the event is truly relevant.

Filters are based on the objects and properties available from your HubSpot account.

There are two ways to set filters:

1. Choose the filter icon on your trigger tile.

2. Select Structured Filters in the pop up window.

Then Add filter:

3. Open the drop down menu under Property to load the available properties.

Use the search bar to more quickly find the property you want.

For my example, I'll choose Amount:

4. Choose the Condition drop down to set the condition (or rule) your property must meet.

For my example, I'll choose is greater than or equal to so that I can follow it up with the right amount value:

5. Finally, set the Value for your filter.

The way you input the value will depend on the property type:

For this example, I’ve set the property to Amount, the condition to is greater than or equal to, and the value to 10000. Now my trigger will only fire for new deals worth at least $10,000.

6. Click Save Filter when you're done.

7. You'll now see your filter on the trigger tile.

1. Choose the filter icon on your trigger tile.

2. Select Natural language in the pop up window.

3. Use the text box to prompt Fugo what your filter criteria should be.

For example, I'll tell Fugo "Filter for new deals created over $10,000".

Click Save Criteria when you're done.

4. You'll now see your filter on the trigger tile.

Natural language filters work best when your prompt is clear and specific. Use the tips below to help Fugo interpret your intent accurately.

1. Be concrete about what you want to filter

Use measurable values, specific fields, or identifiable attributes. Vague adjectives (“big,” “important,” “high-value”) don’t give the system enough context to map your intent to HubSpot properties.

Instead of: “big deals”
​Try: “deals with amount greater than 50000”

2. Refer to fields or qualities that HubSpot actually tracks

The AI works best when your prompt aligns with real CRM concepts. If HubSpot stores something as a field - like amount, stage, owner, region, lifecycle stage - mention that field or its value directly.

Instead of: “our contacts”
​Try: “contacts with email containing ‘@company.com’”

This tells the system exactly which property to examine.
​

3. Use simple, declarative conditions

State what should match. Avoid conversational phrasing or broad requests. Think “condition,” not “request.”

Instead of: “Can you show the deals we care about the most?”
​Try: “show deals over 100K and stage is ‘closed won’”

Clear input = precise rule.
​

4. Combine conditions cleanly

If you want multiple rules, link them with “and”. Avoid long chains of logic or nested statements - AI interpreters degrade with complexity.

Good: “deals over 100K and owner is Sarah”
​Risky: “deals over 100K or 50K only when they close this week unless they’re owned by Sarah”

Shorter is almost always better.

5. Avoid overly complex logic

Long OR statements, exceptions, or multi-level conditions are harder for the system to resolve. If you’re stacking more than two or three rules, consider switching to structured filters.

With your trigger set up, you're ready to assign it some content. We'll cover that in the next section 👇

Now that you've told Fugo what trigger event you want it to monitor for, you need to tell it what content to show when the trigger fires.

You'll do that in the Content card:

You have two options:

This will open the content picker where you can choose between:

Apps

Display a feed from one of Fugo's third party app integrations.

👉 Discover Fugo's apps

Media

Display an image, video, audio, or presentation file you've uploaded to your media library.

👉 Learn what media types we support & how to upload it to Fugo

Studio Content

Display a slide or slideshow you've created in the Design Studio.

👉 Learn how to design custom slides that bring together text, media, apps, and animations with our Design Studio.

Dashboards

Display a dashboard you've connected and saved to your Dashboard library via the TV Dashboards feature.

👉 Learn how to authenticate with your preferred data or anlaytics platforms in Fugo

For my example, let's say I've created a custom slide that I want to show on screen each time my trigger fires (when new deal over $10,000 is created).

I'd go to the Studio Content tab of the content picker and find my slide:

This will open a pop up window where you can create a dynamic message that will display when your trigger fires.

Enter your message into the text editor:

To personalize it, click Add Property and insert a placeholder that will automatically pull in values from your source.

In my example message, I've chosen Deal Owner property and slotted into my message to be filled with the appropriate deal owner associated with the deal:

You can change the text color of the message and the background color:

You can also change the font:

And finally, add a Duration - that is, how long this message stays on screen:

Click Confirm when you're done.

Your message will now be listed on your Content card. You can edit it any time by clicking the cog icon.

Finally, now that you've set you've set your trigger and display content, you need to tell Fugo which screens it should display on!

1. Click Select Screens.

2. This will open a pop up window for you to either choose from your already-paired screens or pair a new screen.

3. When you've assigned your screen/s - that's it! Click Create Trigger to set it live.

4. Your new trigger will now be listed on your Triggers page.

Fugo will monitor your system for the trigger event you specified and play your assigned content when the conditions are met so keep your eyes peeled!

Before going live, it’s a good idea to test that your trigger fires as expected.
Create the conditions in your connected system and confirm that the correct content appears on your screen.

For example, if your trigger is set to fire when a new deal over $10K is created in HubSpot, create a test deal that meets that criteria and check that Fugo displays the message you configured.

HubSpot is one of several trigger sources available in Fugo. As more integrations are released, you’ll be able to fire content from a wider range of inputs and events.

Fugo currently supports or is working on:

If something isn’t working as expected, you’re not seeing the HubSpot properties you expect, or you’d like to request support for additional CRM events, reach out anytime.

You can contact us through the chat box in the Fugo CMS or email support@fugo.ai, and our team will help you get everything running smoothly.