Integrations

How to use Zapier and HubSpot

Last updated: December 7, 2016

Available For:

Marketing: Basic, Pro, Enterprise
Sales: N/A

What is Zapier?

Zapier connects HubSpot with 270+ web services. When you ask us if you can integrate a webapp with HubSpot, Zapier allows us to say yes a whole lot more.

Zapier uses triggers and actions to automate work between HubSpot and other apps. A trigger is an event that happens in one app and an action is the event that Zapier automatically performs in another app. An easy example? Send me an SMS (action) when there's a new contact in HubSpot (trigger). 

Available HubSpot Triggers and Actions

Supported Triggers

  • New Contact - Triggered when a new contact record is created in HubSpot
  • New Contact in List - Triggered when a new contact is added to a specific list
  • New Form Submission - Triggered every time a particular form is submitted
  • New Contact Property Change - Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
  • New COS Article - Triggered when a new COS blog article is created (in draft or published)
  • New Social Media Message - Triggered when a message is posted from HubSpot in a selected social media channel

 

Supported Actions

  • Create or Update Contact - Create a new contact or update an existing contact based on email address
  • New Form Submission - Submits data into a selected HubSpot form
  • Add Contact to a Workflow - Enroll a contact in a specific workflow
  • Add Contact to List - Add a contact to a specific list
  • Create Social Media Message - Post a message on one of your social media channels
  • Create COS Blog Article - Create a new blog post in your HubSpot blog
  • New Enterprise Event - Fires a custom event (Enterprise customers only)

What are the most popular Zaps for HubSpot?

Here are some of the most popular Zaps for HubSpot, in no particular order:

  • Add new HubSpot contacts to a Google Spreadsheet - Zap Template
  • Get an email alert for new HubSpot contacts - Zap Template
  • Get an SMS or Phone call alert for new HubSpot contacts - Zap Template
  • Send leads from a Wufoo form to HubSpot - Zap Template
  • Send leads from an Unbounce landing page to HubSpot - Zap Template
  • Send leads from a Gravity Forms form to HubSpot - Zap Template
  • Send Eventbrite registrants to HubSpot - Zap Template
  • Create Highrise contact form HubSpot contact - Zap Template
  • Create Base CRM lead from new HubSpot contacts - Zap Template
  • Add new HubSpot contacts to a MailChimp list - Zap Template

Explore other HubSpot Zap templates.

How do you set up a HubSpot Zap?

The best way to create a HubSpot Zap is to create from scratch by selecting "Make a New Zap" from your Zapier dashboard. You can get to your Zapier Dashboard from HubSpot by navigating to Account Menu (your avatar icon) > Integrations. Find the Zapier section and click Settings. From here, click on See your Dashboard on Zapier! (you may need to log in to your Zapier account first). 

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Follow the instructions below to learn how to make your zap.

Click Make a Zap!

From your dashboard, click the Make a Zap! button at the top of your screen. 

 

Set up a Trigger

First, choose the app you'd like to use for your trigger. In this example, we're going to set up our Zap so that adding a new row to a Google Sheet creates a new contact in HubSpot. 

Walk through the setup steps for your trigger: choose from the available events in that app, connect to your account in that app, set up any other applicable options, and test the trigger. 

 

Set up an action

Choose HubSpot from the list of apps. Then choose a specific HubSpot action. In this example, we'll choose Create or Update Contact. Then click Save + Continue

Next, you'll need to connect to your HubSpot account. Click the radio button next to your HubSpot account or click the Connect a new account button. When connecting to your HubSpot account for the first time, a pop-up will appear asking you to allow Zapier to access your HubSpot account. To allow this, enter your Hub ID (which can be found in the upper right-hand corner of your HubSpot account), then click Yes, continue.

On the next screen, confirm that you'd like to allow Zapier to use your HubSpot data by clicking the Authorize button.

 

That was easy! Your HubSpot account is now set up in Zapier. You can rename your connected accounts by clicking the pencil icon and test to make sure the connection is set up correctly by clicking the Test button. Once you've finished setting up your account, click Save + Continue

Next, you can set up the template for your action. In this example, we'll be choosing the matching column in our Google Sheet to pull in contact property data in HubSpot. To do this, click the dropdown next the field for each contact property you'd like to update, then choose the corresponding column header. This tells Zapier where to pull data from and where that data should be added to within HubSpot.

Lastly, you'll see a test of your action, which will show what information will be pulled into HubSpot based on the action template you've set up. Click Create & Continue to test your action. Once your action has been tested successfully, click Finish to complete your zap. 

Turn the Zap On

The last step in creating your zap is to turn it on! When you're ready to start triggering new actions with this zap, click the toggle switch to take your zap live.

 

What Zapier Doesn't Do

Zapier is great for event styles integrations that follow this format:

"When something happens in A, make this happen in B."

Zapier doesn't import or export pre-existing items and Zapier doesn't do two-way syncing.

Also, Zapier doesn't work with services not listed on this page, but you can find other integrations built by the HubSpot team and friends here.

How Much Does it Cost?

Certain applications integrated with Zapier may require a Zapier subscription for Premium Zaps. Please see Zapier's pricing page for more information.

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