Learn how to integrate HubSpot with ConvertKit using Pabbly Connect. This step-by-step tutorial guides you through adding HubSpot contacts as subscribers in ConvertKit. 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. Access Pabbly Connect for HubSpot and ConvertKit Integration
To start integrating HubSpot with ConvertKit, you will need to access Pabbly Connect. Begin by navigating to the URL Pabbly.com/connect
. Here, you can either sign in if you are an existing user or sign up if you are new. Signing up is quick and takes less than two minutes.
Once signed in, you will reach the applications page. Click on Pabbly Connect to access the dashboard. On the right side, you will find the Create Workflow button. Click on it to initiate the integration process. A dialog box will appear asking you to name your workflow. For this integration, name it something like ‘Add HubSpot Contact to ConvertKit’.
2. Setting Up the Trigger in Pabbly Connect
The next step involves setting up the trigger application. For this integration, your trigger application will be HubSpot CRM. Click on it and select the trigger event as New Contact Added. This event will activate the workflow every time a new contact is created in HubSpot CRM.
- Select the trigger event as New Contact Added.
- Connect Pabbly Connect to your HubSpot account.
- Authorize the connection to allow data access.
After connecting, you will need to specify the output properties needed to create a contact. Essential fields include first name, last name, email address, and phone number. Once you have selected these properties, click on Save and Send Test Request to ensure everything is set up correctly.
3. Adding the Subscriber to ConvertKit
Now that you have set up the trigger, the next step is to set the action application, which will be ConvertKit. Click on ConvertKit and select the action event as Add Subscriber to a Form. This action will add the new HubSpot contact as a subscriber in ConvertKit.
To connect Pabbly Connect to ConvertKit, you will need to provide your API key and API secret. Log in to your ConvertKit account, go to Account Settings, and find your API key and secret under the Advanced section. Copy these credentials back to Pabbly Connect and click Save to establish the connection.
- Select the form where subscribers will be added.
- Map the output fields from HubSpot to ConvertKit.
- Click on Save and Send Test Request to verify the integration.
Upon successful mapping and testing, the new subscriber should appear in your ConvertKit account as an unconfirmed subscriber.
4. Confirming Subscriber Status in ConvertKit
Once the subscriber has been added to ConvertKit, they will receive an email asking them to confirm their subscription. This is an essential step to ensure that the subscriber is aware and consents to receiving communications. Check your ConvertKit account under the Subscribers section to see the new entry.
After the subscriber confirms their email, they will be moved to the confirmed subscribers list. This process not only automates the addition of HubSpot contacts but also ensures compliance with email marketing best practices.
To verify, you can create a new contact in HubSpot and check if the same appears in ConvertKit after the polling time of 10 minutes. This confirms that Pabbly Connect is working correctly to automate the entire process.
5. Real-Time Testing of the Integration
To ensure everything is functioning correctly, conduct a real-time test by creating a new contact in HubSpot. Enter the details such as email address, first name, and last name, and then click Create. Afterward, wait for the polling interval of 10 minutes.
Once the time has elapsed, refresh your ConvertKit subscribers list. You should see the new contact listed as an unconfirmed subscriber. This step verifies that Pabbly Connect is effectively linking HubSpot with ConvertKit.
After confirming the subscription via the email link, you can check again in ConvertKit to see the subscriber’s status change to confirmed. This successful integration demonstrates the power of Pabbly Connect in streamlining your marketing efforts.
Conclusion
Integrating HubSpot with ConvertKit using Pabbly Connect is a straightforward process that enhances your marketing automation. By following the steps outlined in this tutorial, you can efficiently add HubSpot contacts as subscribers in ConvertKit, ensuring seamless communication and engagement.
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