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Set up your first integration
Quickly connect HubSpot to Podium with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Podium - 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 Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Cancel an Invoice" in Podium.
You’re connected!
Zapier seamlessly connects HubSpot and Podium, 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.
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Practical ways you can use HubSpot and Podium
Send review requests for new leads
When a new lead is added to HubSpot, Zapier can automatically create and send a review invite using Podium. This integration ensures a quick connection with potential leads while increasing your chances of getting valuable reviews. This automation helps improve response rates and provides important feedback early in the acquisition process.
Marketing & Marketing OpsCreate invoices for project milestones
When a project milestone is marked as complete in HubSpot, Zapier can trigger Podium to create an invoice for the associated client. This ensures timely billing upon deliverables completion, enhancing cash flow and reducing delays in payment collection, with less manual workload on project managers.
Project ManagementSend review invites after deal closure
After a deal is marked as won in HubSpot, Zapier can automatically send a customer review invite through Podium. This boosts the likelihood of receiving customer feedback, which can foster trust and credibility for your business.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Podium integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Podium
What is needed to set up the HubSpot-Podium integration?
To set up the integration between HubSpot and Podium, you will need access to both accounts with administrative privileges. Ensure that you have API access enabled and can authenticate both platforms through our service. The integration process usually involves selecting specific triggers in HubSpot that prompt actions in Podium, such as creating a new request or updating a contact.
How do the triggers work in this integration?
Triggers in this integration are actions or conditions set in HubSpot that initiate a task or communication on Podium. For example, when a new contact is added in HubSpot, we can automatically create a message thread for that contact in Podium, keeping your communication seamless.
Can I customize the actions taken on Podium through this integration?
Yes, you can customize what actions are triggered on Podium based on different events or updates in HubSpot. This customization allows for flexibility, so if certain fields change or specific criteria are met in HubSpot, we can trigger personalized responses or requests through Podium.
Is there a limitation to the number of triggers and actions I can set up?
While there is no strict limit on the number of triggers and actions you can establish, we advise optimizing your workflows for efficiency. Complex setups with numerous conditions may require more oversight to ensure data integrity between HubSpot and Podium.
What should I do if I encounter errors during the integration process?
If errors occur during setup, it's essential first to check connectivity between your HubSpot and Podium accounts. Ensure all login credentials are correct and APIs are accessible. Our support team is available for troubleshooting if these issues persist.
Does integrating with Podium affect existing data in my HubSpot account?
Integrating with Podium does not alter existing data within your HubSpot account unless explicitly configured to do so through specified actions. The transfer of information typically occurs when new entries meet predetermined triggers you've set up.
Can I disable certain triggers after they've been set up?
Yes, you have control over enabling or disabling specific triggers within the integrated system at any time without affecting other settings. This flexibility helps manage which automated processes continue running based on your current operational needs.
