HubSpot is a leading customer relationship management platform for growing businesses. With extensive contact management capabilities, live chat flows, lead management, deep website and email integration, marketing automation, and much more, HubSpot has created one powerful CRM.
By combining HubSpot's power with the flexibility and reliability of Zapier, you can create robust workflows—called Zaps—to automatically manage multiple business processes across your organization, all without writing a single line of code.
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
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How to integrate HubSpot with almost any app using Zapier
Add contacts to HubSpot
There are many ways contacts can engage with your business, including website forms, paid ads, and meeting requests to name a few. Making sure those contacts make their way into your CRM will help you effectively manage them across their lifecycle.
Here are a few Zap ideas that will help you create contacts in HubSpot when engaging with your business through another app.
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Create or update HubSpot contacts from new Facebook Lead Ads leads
Create or update HubSpot contacts from new Mailchimp subscribers
Copy new lead responses from Facebook Lead Ads to a HubSpot form
Add contacts to Hubspot from new Gravity Forms entries
Add HubSpot contacts to your other tools
Once you've added lead info to HubSpot, that's likely not the last stop on their marketing journey. With these Zaps, you can connect HubSpot to the other marketing tools in your tech stack so leads keep moving down your marketing funnel.
Add to email marketing platforms
Add Klaviyo subscribers for new contacts in HubSpot
Target audience segments
Add new HubSpot list contacts to LinkedIn Matched Audiences segments
Add new contacts in HubSpot to a Facebook Custom Audience
Add new HubSpot contacts to a CRM Audience in AdRoll
Send notifications for updates in HubSpot
Leads and deals are the lifeblood of growing businesses, so it's important that nothing falls through the cracks.
Zapier helps you automate your deal workflows to get the right information to the right people at the right time. When something important happens in HubSpot, Zapier can alert specific team members where team communication happens so everyone stays in the loop.
Keep your team updated on important deal milestones with these Zap templates.
Get Slack notifications for new HubSpot form submissions
Keep HubSpot records up to date
Sometimes important events happen outside of HubSpot. Zapier lets you create automated processes to update HubSpot deals so your team doesn't lose precious time waiting to hear back from the customer.
Update HubSpot deals when new PandaDoc documents are completed
Create HubSpot CRM deals from new Calendly invitees
Update HubSpot from a spreadsheet
Even with all the apps in the world, sometimes nothing beats a good old-fashioned spreadsheet. (Confession: We love them too!)
You can import your existing spreadsheets into HubSpot to start managing information in your CRM, but maybe there's just too much love for that existing spreadsheet to stop using it. (Hey, if it ain't broke...)
With Zapier, you can automatically update HubSpot whenever you make a change or add a new row in your favorite spreadsheet app.
Create HubSpot contacts for new Google Sheets rows
Save new HubSpot form submissions to Google Sheets rows
Send new Hubspot contacts to a Google Sheets spreadsheet
Create rows in Microsoft Excel from new companies in HubSpot
Connect customer service systems to HubSpot
HubSpot has a built-in support ticketing system to manage customer service requests. If you use another platform, you can connect it with HubSpot to ensure essential customer information is available across both systems.
Try any of these workflows to keep important customer service information at your fingertips.
Create Help Scout conversations from new HubSpot form submissions
Create Zendesk tickets from new HubSpot form submissions
Take your CRM to the next level
We've touched on a few ways to integrate HubSpot with your other apps using Zapier, but this just scratches the surface. We know you'll develop solutions tailored to how you and your team get work done.
Zapier supports thousands of apps, so start building your Zap now and see what you can create.
This article was originally written by Zapier staff writer Krystina Martinez and published in September 2020. It was most recently updated in August 2022.