- Admin/owner permissions: Requires administrator permissions to connect to Zapier.
- Paid/versioned account: Some Hubspot Trigger/Actions are now only available for customers on paid plans with Hubspot. These include New COS Blog Article, New Calendar Task, New Get COS Blog Authors, New COS Blog List, Create Calendar Task, Email Opens and Create COS Blog Post. Details on their pricing and plans can be found here.
- Partner's documentation: More information can be found here.
The first thing you'll need to do is connect your Hubspot account to Zapier! This is a simple process that you'll need to do as you create your Zap (don't worry about it before, we'll ask you to create it automatically as you start using Zapier!).
The first popup will ask for your HubSpot Hub ID. This can be found in the upper right corner of the page after you log into your Hubspot account.
Now you'll be given a HubSpot popup that will confirm that you will be authorizing Zapier to access and manipulate your HubSpot data. Just click authorize and you'll be automatically redirected to Zapier.
That was easy! Your HubSpot account is now set up in Zapier, you can test the connection to make sure that everything is working like you'd expect by pressing the "Test" button.