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How to Use HubSpot CRM and Zapier to Close More Deals

Ashley Hockney
Ashley Hockney / May 11, 2017

There was a time working in a small but quickly growing company where I realized we had a data and processes problem. At the time, I was using a different system for email list management than I was for tracking important deals. Conversion rates were buried in a lead gen tool. It worked, but not well. Whenever I sat down to judge the effectiveness of a campaign or to segment my lists, I hit a roadblock. That's when we turned to HubSpot CRM.

HubSpot CRM became for us what it is for many others, an all-in-one solution for closing more leads. The customer relationship management (CRM) tool automatically logs emails with your contacts. It helps your sales team navigate and chart opportunities by tracking email conversations, contacts, companies, and deals and tasks—in one seamless package. Your data is consistent across all marketing properties and in one place so you can get a quick skim of what's going on in your business.

HubSpot CRM
Close More Deals with HubSpot CRM

Pair HubSpot CRM with Zapier, and you can stretch the abilities of your all-in-one solution. Zapier is a workflow automation tool that enables HubSpot CRM users to send data seamlessly between the sales tool and over 750 other applications. If you're generating contacts in another app, automatically send them to HubSpot so your email list is updated, pristine, and accurate in real time. Conversely, you can kick off workflows in your other tools when contacts, deals, or companies are updated in HubSpot CRM.

The two tools together give you the power and consistency of a trusted CRM solution with the agility to update, experiment, and play with your existing marketing stack. Here's how the best and brightest are using HubSpot CRM and Zapier to close more deals with less work.

Set Up the Integration Between HubSpot CRM & Zapier

With a Zapier integration, you can connect your HubSpot data to all the other tools your team uses, such as Facebook Lead Ads, Google Sheets, Gravity Forms, Wufoo, and Slack—all without writing a single line of code.

"Zaps" (our name for app workflows) can be created in minutes. Use them to automatically add contacts to Hubspot from new form submissions, send new contacts to mailing lists, and more.

Let's say you're using Google Contacts to manage new leads that you meet. Rather than manually import new contact information on a repeating basis, you can set up a Zap that creates a contact in HubSpot from every new contact in Google Contacts. All of your data is updated in HubSpot from new Google Contacts automatically. You'll save time and never have to worry about human error—something that naturally happens in repetitive work like this.

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