As marketers, we all know the pain of moving data between tools that don’t talk to one another. The registrants for your upcoming tradeshow. The CEO who prefers to write his blog posts in Word. That random Google spreadsheet you need to add specific leads to every month.
Everyone has at least a few tasks like this on their to-do list each month. Besides the time these kinds of tasks take, these kinds of tasks leave you the marketer as a bottleneck - nobody gets their data until you have the time to do a manual update.
The good news? The new HubSpot-Zapier integration, now available to all HubSpot customers, makes it easy for anyone to connect HubSpot to over 250 different web services in a matter of minutes.
What is Zapier?
Zapier is a platform that allows you to connect all of your web services together through a simple interface by setting triggers and actions. It lives under Contacts > Contacts Settings > Zapier, and you can start using it now. (If you want to dig right in, you may find the documentation helpful.)
Getting started with Zapier & learning what it can do
Actually setting up a new “zap” in Zapier is easy. Once you’ve found your way to the Zapier dashboard in HubSpot, simply use the dropdowns to select the service you want to integrate with HubSpot, and the action you want Zapier to take. If you want to find out what’s possible with Zapier, the easiest way to do it is to just try setting up the integration.
5 Unique Zapier Integration Ideas
One of the tricky things about a tool as flexible as Zapier is that it’s often hard to think of all the ways in which you could use it. While the possibilities are nearly endless, we’ve picked out a few interesting examples of how you can use Zapier with HubSpot that should help you get the juices flowing.
#1 - Use third party forms to create contacts in HubSpot
Have a site page with a third party form, like GravityForms, somewhere on your website? Integrating many popular form services with HubSpot is easy through Zapier. Just choose "a submission of your GravityForm" as the trigger, and "creating or updating a contact in HubSpot" as the action. (One note - these forms still won’t generate lead intelligence in HubSpot the same way a HubSpot landing page or exported form will.)
#2 - Create a contact when a new attendee registers through Eventbrite
Many HubSpot customers use event management tools to plan tradeshows, conferences, and events they run - Eventbrite is a popular choice. Zapier makes integrating Eventbrite and HubSpot easy - just choose “New attendee in Eventbrite” as your trigger”, and “add or update a contact in HubSpot” as your action. Then, as new folks register for your events, they’ll get a contact record in HubSpot that you can use to trigger emails, workflows, build lists, and more.
#3 - Build a basic CRM integration between HubSpot & Pipedrive
Zapier even makes it possible to set up a basic integration with many common CRM softwares. Here, we’ll use Pipedrive as an example. With the help of Zapier, you could easily create a new person in Pipedrive when a contact originates in HubSpot, or even add an activity to a person record in Pipedrive when a contact joins a list.
#4 - Add contacts in HubSpot to a Google spreadsheet
This is a cool idea with a lot of applications - when a contact is added to a list in HubSpot, you can add them to a Google spreadsheet using Zapier. This could be useful if, for example, you wanted to keep a running list in Google Docs of people who had visited a specific page on your website, or taken some other kind of a granular action.
#5 - Create a new HubSpot blog post from an Evernote note
If you are an avid Evernote user like I am, then you might be in the habit of scribbling down blog post ideas and drafts in your Evernote account on a pretty regular basis. With Zapier, you can turn those into drafts as they are created in Evernote. (You can even limit which Evernote notes get turned into drafts by creating a separate folder in Evernote that syncs to your HubSpot blog!)
The possibilities are endless - so give it a try!
It’s tough to fully grasp the timesaving power of Zapier until you’ve given it a try. Take a test drive by setting up some zaps in your own HubSpot portal - just go to Contacts > Contacts Settings > Zapier to get started. All you need is another tool you want to integrate with HubSpot. All HubSpot customers have access to Zapier inside of HubSpot for free - so why not take a look?
Originally published Feb 13, 2014 9:00:00 AM, updated February 01 2017