Automate HubSpot Contacts and MailerLite Subscribers with Pabbly Connect

Learn how to automate the creation of HubSpot contacts and MailerLite subscribers using Pabbly Connect. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Automation

To start automating the creation of HubSpot contacts and MailerLite subscribers, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free account, which includes 100 free tasks every month.

After logging in, you will see the ‘All Apps’ window. Click on the ‘Access Now’ button next to Pabbly Connect to enter the dashboard. Here, you can create a new workflow to automate the process of adding contacts and subscribers.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect that automates the process of adding HubSpot contacts and MailerLite subscribers. To do this, click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Enter a name for the workflow, such as ‘Automatically Create HubSpot Contacts and MailerLite Subscribers from Email Leads’.
• Select a folder to save your workflow, like ‘Automations for Lead Management’.
• Click on the ‘Create’ button to finalize the workflow setup.

Your workflow is now created, and you will be presented with two main sections: ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while actions are the tasks that follow.

3. Setting Up the Trigger for New Emails

The first step in your workflow is to set up the trigger in Pabbly Connect. For this automation, select ‘Email Parser’ as the trigger application. This will allow you to fetch data from the emails you receive in your Gmail account.

Next, choose the event as ‘New Email’. This means that whenever a new email arrives, Pabbly Connect will capture the details. You will be provided with a forwarding email address from Pabbly Connect to which all lead emails should be forwarded.

• Copy the forwarding email address provided by Pabbly Connect.
• Open your Gmail account and go to Settings.
• Under ‘Forwarding and POP/IMAP’, add the copied forwarding address.

After setting up the forwarding, send a test email to ensure that Pabbly Connect captures the email correctly. This will confirm that your trigger is functioning properly.

4. Adding Actions to Create HubSpot Contacts and MailerLite Subscribers

Now that the trigger is set up, it’s time to add actions in Pabbly Connect for creating HubSpot contacts and MailerLite subscribers. Start by selecting ‘HubSpot CRM’ as the action application. Choose the action event as ‘Create Contact’.

Once you connect your HubSpot account to Pabbly Connect, map the required fields such as email, first name, and last name from the email data captured in the previous step. This ensures that every new lead is automatically added to your HubSpot account.

Map the email address of the lead to the email field in HubSpot. Map the first name and last name accordingly. Click ‘Save and Send Test Request’ to verify that the contact is created successfully.

Next, add another action for MailerLite by selecting it as the action application and choosing ‘Create or Update Subscriber’. Again, map the appropriate fields to ensure the lead is added as a subscriber.

5. Notifying the Team on Slack

The final step in this automation is to notify your team via Slack. In Pabbly Connect, select Slack as the action application and choose ‘Send Channel Message’ as the action event. Connect your Slack account to Pabbly Connect and select the channel where you want to send notifications.

In the message field, create a notification that includes the lead details. For example, write a message like, ‘New Lead Alert: A new lead has been received by email. Please review the lead details and follow up accordingly.’ Make sure to map the lead details in the message for clarity.

Select the channel where notifications will be sent. Map the lead details in the message body. Click ‘Save and Send Test Request’ to ensure the message is sent successfully.

Once this is done, your team will receive real-time notifications on Slack whenever a new lead is generated, ensuring prompt follow-up and engagement.

Conclusion

In conclusion, using Pabbly Connect, you can efficiently automate the process of creating HubSpot contacts and MailerLite subscribers from incoming email leads. This integration saves time and ensures that your team is notified promptly, enhancing your event management workflow.