How to Create HubSpot Contact on Lightspeed Sale Using Pabbly Connect

Learn how to automate HubSpot contact creation from Lightspeed Sale using Pabbly Connect with this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a HubSpot contact from Lightspeed Sale, you first need to access Pabbly Connect. This platform allows you to automate your workflows seamlessly between different applications.

Start by visiting the Pabbly Connect landing page. If you are new, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Once logged in, you will reach the all apps page. Click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it, for instance, ‘Lightspeed to HubSpot’. Choose a folder for your automation and click ‘Create’. using Pabbly Connect

• Click on ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Lightspeed to HubSpot’.
• Select a folder for your workflow.

Once created, you will see the trigger and action windows. The trigger window is where you will set up Lightspeed as your trigger app, while the action window will be for HubSpot.

3. Setting Up Lightspeed as Trigger in Pabbly Connect

In this step, you will set up Lightspeed as your trigger app in Pabbly Connect. In the trigger window, search for Lightspeed and select it. Choose the trigger event as ‘Sale Update’ to capture new sales data.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your Lightspeed domain prefix, which can be found in your Lightspeed account URL. Paste it into Pabbly Connect and authorize the connection.

• Select Lightspeed as the app in the trigger window.
• Choose ‘Sale Update’ as the trigger event.
• Enter your Lightspeed domain prefix for connection.

After connecting, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to wait for a new sale update from Lightspeed.

4. Extracting Customer Details from Lightspeed

Once a sale is made in Lightspeed, Pabbly Connect will receive the customer details. You need to extract the name, email, and mobile number of the customer from the response payload.

Use the ‘Text Formatter’ module in Pabbly Connect to extract these details. Map the response from Lightspeed into the Text Formatter and specify the text match criteria to isolate the required fields.

Use the Text Formatter to extract customer details. Map the response from Lightspeed for extraction. Specify text match criteria for name, email, and mobile.

This step ensures that all relevant customer information is available for the next action where you will create a HubSpot contact.

5. Creating a HubSpot Contact via Pabbly Connect

Now that you have extracted the necessary customer details, it’s time to create a contact in HubSpot using Pabbly Connect. In the action window, search for HubSpot CRM and select it.

Choose the action event as ‘Create Contact’ and connect your HubSpot account by selecting ‘Add New Connection’. Map the extracted customer details (first name, last name, email, and mobile number) into the respective fields in HubSpot.

Select HubSpot as the action app. Choose ‘Create Contact’ as the action event. Map customer details into HubSpot fields.

After mapping, click on ‘Save and Send Test Request’. If successful, the customer will be added to your HubSpot CRM as a new contact. This automation will now work every time a sale is made in Lightspeed.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating a HubSpot contact from Lightspeed Sale. This integration not only saves time but also ensures that your customer data is consistently updated. By following the steps outlined in this tutorial, you can set up your own automation workflow seamlessly.