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Frequently Asked Questions about HubSpot + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Pipedrive
How do I set up the integration between HubSpot and Pipedrive?
To set up the integration, you'll need to use our platform to create a Zap, which connects your HubSpot account to Pipedrive. Choose a trigger event from HubSpot, such as 'New Contact Added', then select a corresponding action in Pipedrive, like 'Create New Deal'. Follow our step-by-step guide in the app to authenticate both accounts and configure your desired workflow.
Can I customize the data fields synced between HubSpot and Pipedrive?
Yes, you have the flexibility to map specific data fields from HubSpot to corresponding fields in Pipedrive. During the setup of your Zap, use our field mapping interface to customize which data should be transferred when the trigger event occurs.
What types of triggers are available for this integration?
For HubSpot, you can choose from triggers like 'New Contact Added', 'Contact Property Change', or 'New Form Submission'. Each of these triggers can initiate different actions within Pipedrive, such as creating or updating deals or contacts.
Are there any limitations on the number of actions I can perform with each trigger?
While you can perform multiple actions per trigger, keep in mind that each connected Zap will count as an individual task towards your plan's monthly task limit. Ensure that your plan supports the anticipated volume for optimal performance.
How often does data sync occur between HubSpot and Pipedrive after setting up an integration?
The data sync typically occurs immediately following the trigger event. However, precise synchronization speed depends on system load and API response times between HubSpot and Pipedrive.
Can I pause or stop an integration if needed?
Yes, you can pause or stop any active Zap at any time from your dashboard. This allows you to control when data is being transferred without deleting your configurations.
What should I do if there's an error in syncing my data?
If you encounter errors during synchronization, check each step of your Zap configuration for accuracy. You can also view detailed logs on our platform for troubleshooting assistance. If further help is needed, contact our support team.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.