What is Zapier
Zapier is a platform that can be used to automate workflows across different applications seamlessly. It helps businesses by automating processes without having to go through the hassle of building a new integration.
If you are unable to build a new integration, you will have to look for a service provider who will do it for you.
Why go through the hassle of finding all this when you can easily use Zapier HubSpot integration and get the job done?
You can create a ‘Zap’, which is an automated workflow consisting of a trigger of actions.
How to use Zapier
Zapier is a platform that allows you to link several apps together to create a seamless workflow.
It can handle almost all of your automation, which allows more time and efficiency for your workforce.
To better manage your redundant and labor-intensive manual tasks, you can set up a Zap that allows you to create a trail of events once a particular trigger action is performed.
You can build powerful zaps based on simple intuitive if/then logic to empower your firm. It is a safe automation on which you can rely to save time and effort.
What is Hubspot
HubSpot is a comprehensive platform providing several services from sales, marketing and even web development.
It serves as a single platform having all different functionalities.
The different hubs you can consider while going for a Zapier to HubSpot integration are:
- Marketing Hub
- Sales Hub
- Commerce hub
- Service Hub
- Operations Hub
- CMS Hub
Leveraging Zapier-HubSpot integration
How to get started with Zapier
Create an account to get started with Zapier. This is free, and you can enable 100 tasks a month with the free plan.
Note: A task is different from a zap. Task refers to any completed action performed by a Zap. For example, if you have set up one zap daily for a month, it will come up to 30 tasks in total.
At this point, depending on your usage, you can also choose to purchase a paid plan, which will give you more tasks per month.
For what tasks can you integrate HubSpot with Zapier?
Zapier enables you to create customized workflows so that you can skip the hassle of switching between different apps.
In HubSpot you can use HubSpot for the following use cases:
- Sending event notifications to your team:
You can easily get started with Zapier with simple automation to send important event notifications to your team.
You can set up a zap to inform everyone about any notifications following any trigger action.
Now, let us move to the more complex tasks.
- Maintaining a record of essential emails
Leverage the power of automation through Zapier to set specific emails in folders, which will enable you to get more time and disk space and less effort in redundant manual tasks.
For example, you can create a zap linking your email with Google Sheets and docs and configure it to save your emails there instead of your inbox.
- Follow up on leads.
Some leads need more nurturing than others. But you don’t always have the time to nurture and convince them. The good news is you don’t have to have that time anymore.
With Zapier, you can convert this into a simpler workflow.
You can set up a zap to notify you when a prospect opts for a consultation, demo, or any other trigger. This helps not to keep the leads waiting through Zapier’s fast alerts.
- Automate social media posts
Establishing and maintaining a brand’s digital image is more overwhelming than ever because of the number of different social media platforms available.
Marketers and a social media marketing agency can make their lives easy by automated social media posting.
Zapier lets you use your RSS feed as a trigger to construct zaps that post social media content on your behalf at your scheduled time.
You can also create a zap to promote your content from one platform to the other. For example, if you find it easier to post on LinkedIn, you can create a zap to post the same content on Twitter or Instagram.
- Reporting and analytics
With Zapier, you can automate report collection and increase team efficiency.
For example, you can set up a zap to deliver a report about the summary of the number of deals closed or the number of prospects that are being nurtured and are in the pipeline at the moment.
Besides this, there are a ton of ways to use HubSpot to Zapier integration for the benefit of your organization and workforce.
You can add or update contacts in HubSpot, add Shopify customers to HubSpot, create HubSpot contacts to Google Sheets, and much more.
How to use Zapier-HubSpot integration
To leverage all the above functionalities, you need to set up the HubSpot Zapier integration, which is super simple.
- Open your HubSpot account
- Click on the marketplace symbol> manage> Connected apps.
- Find Zapier and click on the Connect app.
- Create a Zapier account and create your first Zap.
It is as easy as that.
And yet, sometimes it becomes overwhelming and confusing to decide how to leverage HubSpot to Zapier integration for your business due to the multitude of customization options available.
Listing down the apps and functionalities you need can help in such a time.
It will make your job to integrate HubSpot with Zapier a lot easier. For all the steps required after that, we hope that this blog will help you.
