How to Automate HubSpot Contact Assignments with Pabbly Connect

Learn how to use Pabbly Connect to automate HubSpot contact assignments based on regions, enhancing your CRM efficiency. 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 Automation

To automate HubSpot contact assignments based on regions, you will first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly website. Once you are logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

Here, provide a suitable name for your workflow that reflects its purpose. After naming your workflow, click on the ‘Create’ button to proceed. This action will load the workflow page where you can set up the trigger and actions for your automation.

2. Configuring the HubSpot Trigger in Pabbly Connect

The first step in your automation is to configure the trigger in Pabbly Connect. You need to select HubSpot CRM as your trigger application. Once selected, choose the trigger event as ‘New Contact Added’. This event will initiate your workflow whenever a new contact is created in HubSpot.

• Select ‘HubSpot CRM’ as the trigger application.
• Choose ‘New Contact Added’ as the trigger event.
• Click on the ‘Connect’ button and add a new connection.

After establishing the connection with HubSpot, you will need to authorize your account. Once authorized, you can select the output properties you wish to fetch, such as first name, last name, email address, and country or region details. This setup ensures that relevant information is pulled into Pabbly Connect for further processing.

3. Assigning Owners Based on Region with Pabbly Connect

After configuring the trigger, the next step is to assign owners based on the contact’s region. In Pabbly Connect, you will need to fetch the owner IDs from HubSpot to facilitate this assignment. Start by adding a new action step and selecting HubSpot CNM as the action application.

• Choose ‘Get Owner Details’ as the action event.
• Click on ‘Connect’ and use the existing connection option.
• Fetch the owner IDs to use for assigning contacts.

Once you have the owner IDs, you can create conditional paths in your workflow to assign the correct owner based on the contact’s region. For example, if a contact is from the UK, you will assign one owner, and if the contact is from the USA, you will assign another. This automation saves time and ensures that each contact receives personalized attention from the right team member.

4. Creating Conditional Paths in Pabbly Connect

To effectively manage different regions, Pabbly Connect allows you to create conditional paths or routes. This feature is essential for assigning owners based on the region of the contact. Click on the plus icon to add a router step after fetching the owner IDs.

In the router, set up conditions using filters. For instance, you can filter by country, where the condition checks if the country is equal to the UK. If true, the workflow will proceed to assign the corresponding owner. This setup is crucial for ensuring that contacts are managed efficiently based on their geographical locations.

5. Finalizing the Automation in Pabbly Connect

Finally, after setting up the conditional paths, it’s time to finalize your automation in Pabbly Connect. You’ll need to ensure that each path correctly assigns the owner based on the region. For the USA, simply clone the UK route and adjust the filter to check for contacts from the USA.

Once all configurations are complete, save your workflow. Your automation is now ready to run! Every time a new contact is added to HubSpot, the correct owner will be automatically assigned based on their region, streamlining your CRM processes significantly.

Conclusion

Using Pabbly Connect to automate HubSpot contact assignments based on regions enhances efficiency and saves time. This integration ensures that every contact receives personalized attention from the right team member, improving your CRM management.