Automate HubSpot CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate HubSpot CRM with Pabbly Connect. Follow this detailed tutorial to streamline your customer relationship management without coding. 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. Accessing Pabbly Connect for Automation

To automate HubSpot CRM, you first need to access Pabbly Connect. Navigate to the Pabbly Connect dashboard by entering Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply click ‘Sign In’. Once logged in, you will have access to create workflows that connect HubSpot CRM with other applications.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the dashboard will display all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Automate HubSpot CRM’ and select a folder to organize your workflow.

• Click ‘Create’ to start setting up your automation.
• Choose a trigger and action for your workflow.
• Define the applications you want to integrate, like HubSpot CRM.

Once you create the workflow, you can set a trigger event that starts the automation process. For instance, you can choose ‘New Contact Added’ in HubSpot to trigger the workflow whenever a new contact is created.

3. Setting Up HubSpot as a Trigger in Pabbly Connect

In this section, we will set HubSpot as the trigger application in Pabbly Connect. Select HubSpot CRM as your trigger application and choose the trigger event, such as ‘New Contact Added’. This will ensure that every time a new contact is created in HubSpot, the workflow activates.

To establish the connection, click on ‘Connect’ and select ‘Add New Connection’. Since you are already logged into your HubSpot account, choose your account and click ‘Choose Account’. This action connects HubSpot with Pabbly Connect.

• Select output properties you want to capture, like first name, last name, email, and phone number.
• Click ‘Save and Send Test Request’ to test the connection.

After testing, you will receive a response confirming that the connection is successful. This means that every new contact added in HubSpot will be captured by Pabbly Connect for further actions.

4. Adding Actions to Your Pabbly Connect Workflow

Now that you have set HubSpot as your trigger, it’s time to add actions in Pabbly Connect. For instance, you can add Google Sheets and WhatsApp Cloud API as action steps. This means that every time a new contact is added in HubSpot, their details can be sent to Google Sheets and a WhatsApp message can be dispatched.

To do this, select Google Sheets as your action application and choose the action event, such as ‘Create Spreadsheet Row’. Then, connect Google Sheets to Pabbly Connect using a similar process as before. Ensure you map the fields correctly to capture the contact’s details.

Map the fields from HubSpot to Google Sheets for first name, last name, email, and phone number. Add WhatsApp Cloud API as another action step to send messages.

After setting up these actions, every new contact in HubSpot will automatically create a row in Google Sheets and send a WhatsApp message, streamlining your workflow.

5. Finalizing Your Automation with Pabbly Connect

To finalize your automation in Pabbly Connect, ensure all connections are tested and verified. You can do this by checking the responses from both Google Sheets and WhatsApp Cloud API after a new contact is added in HubSpot. This step is crucial to ensure that your automation works seamlessly.

Once everything is set, you can activate your workflow. This will allow Pabbly Connect to monitor HubSpot for new contacts and execute the defined actions automatically. You can also explore additional features and applications to enhance your automation further.

By using Pabbly Connect to integrate HubSpot CRM with other applications, you can significantly improve your customer relationship management processes without any coding skills. This integration allows for efficient management of leads, sales tracking, and customer interactions.

Conclusion

In conclusion, using Pabbly Connect to automate HubSpot CRM streamlines your customer relationship management tasks effectively. This guide provided a detailed walkthrough of setting up triggers and actions, enabling you to manage leads and interactions effortlessly.