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How Zapier works
Zapier makes it easy to integrate CiviCRM with HubSpot - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from CiviCRM.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects CiviCRM and HubSpot, automating your workflow.
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.
- New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Update Participant
Triggers when a participant is updated.
Try ItTriggerInstant - Create or Update Email
Add a new email on a contact or update an existing one based on the provided ID.
ActionWrite - Add Contact to Group
A contact can either be "Added" "Removed" or "Pending" in a group. CiviCRM only considers them to be "in" a group if their status is "Added".
ActionWrite
- Create Membership
Triggers when the membership is created.
Try ItTriggerInstant - Create or Update Contact
Create a new contact or update an existing one based on the provided ID.
ActionWrite - Assign Tag to Contacts, Activities, Etc
EntityTag - links tags to contacts, activities, etc.
ActionWrite - Note
- Additional properties to retrieve
Try ItTriggerPolling
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Connect CiviCRM and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about CiviCRM + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CiviCRM and HubSpot
How do I integrate CiviCRM with HubSpot using your platform?
To integrate CiviCRM with HubSpot, start by creating a Zap on our platform. Set CiviCRM as your trigger app and choose an event, like 'New Contact Created'. Then set HubSpot as your action app and map the relevant fields to complete the integration.
Can I customize the data being transferred between CiviCRM and HubSpot?
Yes, you can customize the data transfer process by mapping fields from CiviCRM to HubSpot. Our platform allows you to select specific fields you want to transfer, ensuring personalized data integration across systems.
What are some common triggers available in CiviCRM for integration?
Common triggers in CiviCRM for integration include events like 'New Contact', 'Updated Contact', and 'New Contribution'. You can use these triggers to automate workflows with HubSpot.
Are there limitations on the number of integrations between CiviCRM and HubSpot?
There are no inherent limitations on how many integrations you can create between CiviCRM and HubSpot. However, it's best to review your subscription plan's allowances and any potential rate limits from both applications.
How can I ensure that only certain contacts in CiviCRM are synced with HubSpot?
You can tailor the sync process by using filters in our platform. Set conditions in your Zap so that only contacts meeting specific criteria in CiviCRM are pushed to HubSpot.
What should I do if my integration between CiviCRM and HubSpot isn't working?
First, check the status of both applications via our dashboard. Ensure triggers and actions are correctly configured and that authentication is still valid. Our support team is also available for further assistance if needed.
Can I automate feedback loops from HubSpot back into CiviCRM?
Yes, besides pushing data from CiviCRM to HubSpot, you can also create Zaps that send feedback or updates back into CiviCRM based on actions taken in HubSpot.
