Learn how to integrate SendPulse with HubSpot CRM using Pabbly Connect to automate contact creation seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a HubSpot contact from a SendPulse subscriber, you need to access Pabbly Connect. Start by visiting Pabbly’s website and logging into your account. If you are new to Pabbly, sign up for free to access the tools needed for this integration.
Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button under the Pabbly Connect option. This will take you to the workflow creation area where you can set up the automation between SendPulse and HubSpot CRM.
2. Creating a Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Create HubSpot Contact from SendPulse Subscriber’. Choose a folder for your workflow, such as ‘Automations’. using Pabbly Connect
- Click on ‘Create’ to initiate the workflow.
- In the workflow window, select ‘SendPulse’ as your trigger application.
- Choose the trigger event as ‘New Subscriber’.
After selecting your trigger, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect your SendPulse account with Pabbly Connect.
3. Setting Up SendPulse for Webhook
Log in to your SendPulse account and navigate to the profile section in the top right corner. Click on ‘Account Settings’ and then select ‘API’. Here, you will find the option for ‘Webhooks’. using Pabbly Connect
- Click on ‘Add Webhook’.
- Select the event as ‘New Subscriber’.
- Paste the copied webhook URL into the URL field.
After setting this up, click on ‘Add’ to save your webhook. This connects your SendPulse account to Pabbly Connect, allowing it to trigger actions based on new subscribers.
4. Capturing Subscriber Data in Pabbly Connect
After successfully setting up the webhook, return to your Pabbly Connect workflow. Click on ‘Recapture Webhook Response’ to test the connection. You need to create a test subscriber in SendPulse to capture data. using Pabbly Connect
Fill in the subscriber details in your SendPulse form and click on subscribe. For instance, enter ‘demo user’ as the name, ‘[email protected]’ as the email, and a phone number. After submitting the form, Pabbly Connect will capture this data and display it in the workflow.
Verify that the captured data includes the subscriber’s email, name, and phone number. This confirms that the integration is functioning correctly, allowing Pabbly Connect to receive subscriber information from SendPulse.
5. Creating a Contact in HubSpot CRM
Now, it’s time to set up the action in Pabbly Connect to create a HubSpot contact. Select ‘HubSpot CRM’ as your action application and choose the action event as ‘Create a Contact’.
Connect your HubSpot CRM account by clicking on ‘Connect’. If you have not connected before, you will need to add a new connection. Follow the prompts to log into your HubSpot account and authorize the connection. Once connected, you will see fields to fill in for the new contact.
Map the name, email, and phone number fields from the captured SendPulse data. Ensure that the first name and last name are separated if needed, using the ‘Text Formatter’ by Pabbly. Click on ‘Save and Send Test Request’ to create the contact.
After completing these steps, check your HubSpot CRM to confirm that the new contact has been created successfully with the information from SendPulse. This demonstrates how efficiently Pabbly Connect automates the process between these two applications.
Conclusion
In this tutorial, we explored how to create a HubSpot contact from a SendPulse subscriber using Pabbly Connect. By following the steps outlined, you can automate your workflows and enhance your CRM capabilities seamlessly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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