Integrate HubSpot CRM with Knorish Course Using Pabbly Connect

Learn how to create HubSpot contacts automatically when a new Knorish course is sold using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin automating the process of creating HubSpot contacts on new sales of Knorish courses, first, access Pabbly Connect. This platform allows seamless integration between Knorish and HubSpot CRM.

Start by signing up for a free Pabbly Connect account. Once logged in, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button and name it, for example, ‘Knorish to HubSpot’. This sets the stage for your automation.

2. Configuring the Trigger Event in Pabbly Connect

In this step, you will configure the trigger event for your workflow. Select Knorish as the application in the trigger window of Pabbly Connect. Choose the event as ‘Course Purchased’ to track new sales.

• Choose Knorish from the app list.
• Select ‘Course Purchased’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to integrate this webhook URL into your Knorish account. Go to the Integrations section in Knorish settings and paste the webhook URL into the Course Purchase field. Save and test this integration to ensure it’s working correctly.

3. Capturing Purchase Details from Knorish

Upon successful integration, Pabbly Connect will capture the details of each course purchase. This includes essential information like username, email, and phone number. These details will be essential for creating a new contact in HubSpot CRM. using Pabbly Connect

To verify that Pabbly Connect is receiving the correct data, make a test purchase in your Knorish account. This will trigger the webhook and send the purchase data back to Pabbly Connect. You should see a sample response reflecting the purchase details in your workflow.

4. Creating a Contact in HubSpot CRM

After capturing the purchase details, the next step is to create a new contact in HubSpot CRM using Pabbly Connect. To set this up, select HubSpot as the action app in the workflow.

• Choose HubSpot from the app list.
• Select ‘Create Contact’ as the action event.
• Connect your HubSpot account to Pabbly Connect.

Map the fields from the Knorish purchase data to the corresponding HubSpot fields, such as first name, last name, email, and phone number. After mapping, send a test request to verify that the contact is created successfully in HubSpot.

5. Testing and Verifying the Integration

Finally, it’s crucial to test the entire workflow to ensure everything is functioning as expected. Make another test purchase in Knorish and check if the new contact appears in HubSpot CRM.

By using Pabbly Connect, you can automate this process, allowing new contacts to be created instantly upon course purchases. This not only saves time but also enhances your customer management efficiency.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate Knorish with HubSpot CRM allows for automated contact creation, streamlining your sales process. This setup ensures that every new sale is captured and managed efficiently.