How to Add New HubSpot Contact to Moneybird Automatically Using Pabbly Connect

Learn how to automate adding new HubSpot contacts to Moneybird using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and Moneybird Integration

To automate adding new HubSpot contacts to Moneybird, you first need to access Pabbly Connect. Start by signing up for a free account if you haven’t already. After logging in, click on ‘Create Workflow’ to begin the integration process.

Once in the workflow setup, name your workflow something descriptive, such as ‘HubSpot to Moneybird’. This helps in identifying the workflow later. After naming it, click on ‘Create’ to proceed to the next step.

2. Configuring HubSpot as the Trigger in Pabbly Connect

In the integration setup, the first step is to set HubSpot as the trigger application. In the trigger window, search for and select Pabbly Connect as your app. Choose the trigger event labeled ‘New Contact Added’ to ensure that every time a contact is created in HubSpot, it will trigger the workflow.

After selecting the trigger event, click on ‘Connect’ and choose ‘Add New Connection’. You will be prompted to log into your HubSpot account. Once connected, you will see a list of output properties available from HubSpot. Select the properties you want to receive, such as first name, last name, email, and mobile phone number.

• First Name
• Last Name
• Email
• Mobile Phone Number

After selecting the desired properties, click on ‘Save and Send Test Request’. This will allow you to test if the connection is working properly by fetching the latest contact details from HubSpot.

3. Adding New Contacts to Moneybird via Pabbly Connect

After successfully setting up the HubSpot trigger, the next step is to configure Moneybird as the action application in Pabbly Connect. In the action window, search for Moneybird and select it. Choose the action event ‘Create Contact’ to automatically add the new HubSpot contact to Moneybird.

Click on ‘Connect’ and then ‘Add New Connection’. Log into your Moneybird account when prompted. After connecting, you will need to specify the account name where you want to create the new contact. This is typically your primary Moneybird account.

• Map the first name from HubSpot to Moneybird.
• Map the last name accordingly.
• Input the email address for the new contact.

Map all required fields from HubSpot to Moneybird to ensure that the contact is created with the same details. Once all mappings are complete, click on ‘Save and Send Test Request’ to finalize the setup.

4. Testing the Integration Between HubSpot and Moneybird

With both HubSpot and Moneybird configured in Pabbly Connect, it’s time to test the integration. Create a new contact in your HubSpot account by clicking on the ‘Create Contact’ button. Fill in the necessary details like name, email, and phone number, and then save the contact.

After creating the contact, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. This will check if the new contact details are correctly passed to Moneybird. If successful, you should see a confirmation that the contact has been created.

Finally, log into your Moneybird account and navigate to the contacts section to verify that the new contact appears with the correct details. This confirms that the integration is working as intended.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add new HubSpot contacts to Moneybird. By following the steps outlined, you can streamline your workflow and ensure that your bookkeeping is always up-to-date with your CRM.

Using Pabbly Connect for this integration not only saves time but also reduces the chances of errors that can occur with manual data entry. Start automating your processes today and enjoy the benefits of seamless integration between HubSpot and Moneybird.