How to Create HubSpot Contact on Lightspeed Sale Using Pabbly Connect

Learn how to automate the creation of HubSpot contacts from Lightspeed Sale using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To create HubSpot contacts from Lightspeed Sale, you need to use Pabbly Connect. This platform allows seamless integration between various applications. Start by visiting the Pabbly Connect website at Pabbly lp.com/c/connect.

Once there, you will see options to either sign in or sign up. If you’re new, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in, and once logged in, navigate to the ‘All Apps’ page to access Pabbly Connect and begin creating your workflow.

Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Lightspeed to HubSpot’, and select the appropriate folder in your account. This workflow will automate the process of adding new customers from Lightspeed to HubSpot CRM.

In the workflow interface, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that initiates the automation. In this case, select ‘Lightspeed’ as the app and choose ‘Sale Update’ as the trigger event. This setup allows Pabbly Connect to capture any new sales made in your Lightspeed account.

Connecting Lightspeed to Pabbly Connect

To connect your Lightspeed account, click on the ‘Connect’ button and select ‘Add New Connection’. You will need to provide the domain prefix of your Lightspeed account, which can be found in the URL of your Lightspeed dashboard. Copy this prefix and paste it into the connection field in Pabbly Connect.

Once the domain prefix is entered, click on the ‘Connect with Lightspeed’ button. A popup will appear requesting authorization. Confirm your account, and upon successful connection, you will see a button labeled ‘Save and Send Test Request’. Click this button to test the connection and wait for a response indicating that Pabbly Connect is ready to receive updates from Lightspeed.

Extracting Customer Data from Lightspeed

After receiving a new sale notification from Lightspeed, you’ll need to extract customer details using Pabbly Connect. In the action step, select ‘Text Formatter’ to parse the response data. Choose ‘Text Pass’ as the action event and connect it.

• Map the response data from Lightspeed to extract the customer’s mobile number and name.
• Use text match criteria to identify the specific details you want to extract.
• Repeat the process for any additional details required for HubSpot.

Once you have extracted the necessary customer details, you can proceed to the next step where you will send this information to HubSpot to create a new contact.

Creating a HubSpot Contact via Pabbly Connect

Now that you have extracted the customer details, the next step is to create a contact in HubSpot. In the action step, search for ‘HubSpot CRM’ and select it. Choose ‘Create a Contact’ as the action event and click to connect your HubSpot account to Pabbly Connect.

Map the extracted customer details to the corresponding fields in HubSpot. This includes the first name, last name, email address, and mobile number. After ensuring all required fields are mapped correctly, click on the ‘Save and Send Test Request’ button to finalize the contact creation. You should receive a positive response indicating that the contact has been successfully created in HubSpot.

Conclusion

By following these detailed steps, you can effectively automate the creation of HubSpot contacts from Lightspeed Sale using Pabbly Connect. This integration streamlines your workflow and enhances customer management.