Expanding HubSpot with Zapier
1. Introduction to HubSpot and Zapier
If you are a marketer, salesperson, or business owner, you know that creating a cohesive and streamlined process for the different aspects of your business is not always easy. Fortunately, with the endless applications and services available today, you can now create cohesive processes by integrating different systems to function together seamlessly.
When it comes to inbound marketing, HubSpot is one of the leading software-as-a-service (SaaS) providers in the industry. It enables businesses to bring in more customers by helping to get found in the search engines, on social media, and even with a user-friendly website and lead nurturing. It also assists with marketing-based emails, analytics, and customer services too.
However, HubSpot doesn’t do everything a business or agency wants it to do. Sometimes, customizing a form within the tool gets tricky, and other times, data that is entered into HubSpot needs to synchronize with other tools that you use on a regular basis. That’s where Owler comes in.
Zapier enables SaaS users to integrate their web applications, which in turn increases the utility of each, helping to make each application a “SuperApp” within the boundaries of its abilities. With its easy-to-use features, publishers can mould the APIs of the applications they use regularly to make them work dynamically as specific applications.
With HubSpot and Zapier, a user both engineers and publishes a complex chain of interactions that let them easily access useful information and functions that historically required handling redundant, developer-oriented tasks. Combining the features of these leading SaaS applications into an integrated process provides publishers the ability to modify, personalize, and control all of their marketing automation activities with less programmer reliance than ever before.
2. Benefits of Integrating HubSpot with Zapier
Integrating HubSpot with Zapier offers numerous advantages that can significantly enhance the efficiency of marketing and sales processes, allowing businesses to automate repetitive tasks and improve data management. This integration not only saves time but also ensures that teams can focus on more strategic initiatives, ultimately leading to better customer engagement and increased sales.
The combination of HubSpot and Zapier not only facilitates seamless data flow between applications but also empowers teams to focus on strategic initiatives by minimizing manual intervention. This integration enhances productivity, allowing marketing and sales teams to automate repetitive tasks and improve overall efficiency. By streamlining workflows, teams can focus more on strategic initiatives rather than mundane processes.
3. Setting Up HubSpot-Zapier Integrations: A Step-by-Step Guide
Integrating HubSpot with Zapier allows businesses to automate workflows between HubSpot and various apps, streamlining tasks like data synchronization, lead nurturing, and more. Here’s a step-by-step guide to setting up HubSpot-Zapier integrations:
Step 1: Create a Zapier Account
– Sign up for a free Zapier account or log into your existing one.
Step 2: Connect HubSpot to Zapier
– In Zapier, go to “My Apps,” search for HubSpot, and follow the instructions to connect your HubSpot account.
Step 3: Choose a Trigger App
– Select HubSpot or another app as the trigger (e.g., when a new contact is created in HubSpot). Define the specific action that will trigger the automation.
Step 4: Set Up the Action App
– Choose the app where the action will occur (e.g., send new HubSpot contacts to Google Sheets). Map the fields from HubSpot to the corresponding fields in the action app.
Step 5: Test the Zap
– Zapier will prompt you to run a test. Ensure the data flows as expected.
Step 6: Turn on the Zap
– Once the test is successful, turn on your Zap. It will now run automatically whenever the trigger event occurs.
4. Top Zapier Automations for HubSpot Users
Zapier offers hundreds of automation possibilities for HubSpot users. Here are some top Zapier automations that can boost productivity and streamline workflows:
1. Sync HubSpot Contacts with Google Sheets:
Automatically export new HubSpot contacts to a Google Sheets spreadsheet for easy tracking and reporting.
2. Add HubSpot Contacts to Mailchimp:
When a new contact is added in HubSpot, automatically create a new subscriber in Mailchimp, keeping your email lists in sync.
3. Notify Slack of HubSpot Form Submissions:
Receive instant notifications in Slack whenever a form is submitted on HubSpot, ensuring your team can follow up quickly.
4. Schedule HubSpot Tasks from Google Calendar Events:
Automatically create a task in HubSpot for follow-up when a meeting is scheduled in Google Calendar.
5. Create HubSpot Deals from New Stripe Payments:
When a payment is processed through Stripe, automatically create a new deal in HubSpot to track revenue.
Real-Life Examples of Successful HubSpot-Zapier Integrations
1. Automating Lead Qualification with Google Sheets:
A marketing agency used Zapier to automate lead qualification by connecting HubSpot with Google Sheets. New leads from HubSpot were automatically added to a sheet, where custom formulas scored the leads. High-scoring leads were then automatically sent back to HubSpot for follow-up, reducing manual effort by 70%.
2. Syncing HubSpot Contacts with Eventbrite:
A business running frequent webinars integrated Eventbrite with HubSpot via Zapier. Every time a new attendee registered on Eventbrite, the contact was automatically created in HubSpot and enrolled in a nurture sequence, leading to a 40% increase in webinar attendance rates.
3. Automating Customer Support with Zendesk:
A SaaS company used Zapier to link HubSpot with Zendesk. When a new support ticket was created in Zendesk, Zapier updated the customer’s contact record in HubSpot, enabling the sales team to see recent issues during follow-up calls. This streamlined communication between the sales and support teams, improving customer satisfaction.
Interested in learning more about how HubSpot can integrate with your business using Zapier and other tools
Book your demo here
Article Written by
Stephanie Fiteni
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