Log in
Sign up
  • Home

  • Automation with Zapier

  • Automation inspiration

6 ways to automate business processes in HubSpot

Automatically enter leads, track prospecting efforts, and more

By Matt Jackman · August 4, 2022
Hero image with the HubSpot logo connected to the logos of Facebook, Calendly, and Zendesk

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.

Table of contents

Zapier is the leader in no-code automation—integrating with 5,000+ apps from partners like Google, Salesforce, and Microsoft. Build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

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 Facebook Lead Ads leads
  • Facebook Lead Ads logo
  • HubSpot logo
Facebook Lead Ads + HubSpot

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

Target audience segments

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.

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 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.

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.

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.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.


Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.

Sign up
A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'