Learn how to automate the creation of HubSpot contacts from WebinarKit registrants using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create WebinarKit registrants as HubSpot contacts, you first need to access Pabbly Connect. Begin by opening your browser and searching for Pabbly Connect’s website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one.
Once signed in, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Create WebinarKit Registrants as HubSpot Contacts’. This sets the stage for your integration process.
2. Setting Up the Trigger in Pabbly Connect
In this step, you will set up the trigger that initiates the workflow. The trigger application is WebinarKit, which will notify Pabbly Connect whenever a new registrant signs up. Search for WebinarKit in the trigger application section.
- Select ‘New Webinar Registration’ as your trigger event.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your WebinarKit account and paste the webhook URL in the registration settings.
After pasting the URL, save your changes. Now, every time a new registration occurs, WebinarKit will send the registrant’s details to Pabbly Connect.
3. Creating the HubSpot Contact Action
Now that your trigger is set, the next step is to define the action that Pabbly Connect will take upon receiving the registrant’s information. Search for HubSpot CRM as your action application.
Select ‘Create Contact’ as the action event. You will then need to connect your HubSpot account to Pabbly Connect. Choose your HubSpot account and authorize the connection.
- Map the fields from the WebinarKit response to the corresponding HubSpot fields.
- Include the first name, last name, email, and phone number of the registrant.
Once all fields are mapped correctly, save your settings. This ensures that every new registrant from WebinarKit will automatically be added as a contact in HubSpot CRM through Pabbly Connect.
4. Testing the Integration
After setting up both the trigger and action, it’s essential to test the integration to ensure everything functions correctly. Go back to your WebinarKit registration link and create a test registrant.
Once you submit the registration form, Pabbly Connect will receive the data. Check the response in the Pabbly Connect dashboard to confirm that the information has been captured correctly.
Verify that the registrant’s details appear as expected in the Pabbly Connect response. Check your HubSpot CRM to see if the new contact has been created successfully.
This testing phase is crucial to ensure that your automation is working as intended. If successful, you will see the new contact listed in HubSpot CRM.
5. Finalizing the Automation with Pabbly Connect
Once you have confirmed that your integration works flawlessly, you can finalize the automation process. This step involves ensuring that all settings are saved and that the workflow is active in Pabbly Connect.
Additionally, you can monitor the workflow for any errors or issues. Regular checks will help maintain the efficiency of the integration between WebinarKit and HubSpot CRM.
Ensure the workflow is turned on in Pabbly Connect. Consider setting up notifications for any failures in the workflow.
This final step ensures that your automated process runs smoothly, enhancing your lead management capabilities via Pabbly Connect.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of HubSpot contacts from WebinarKit registrants. By following these steps, you can streamline your lead management and enhance your marketing efforts efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!