Running a business means juggling multiple tasks—managing leads, following up with customers, updating your CRM, and ensuring seamless communication between platforms. Without automation, these repetitive tasks can take up valuable time that could be better spent growing your business.
That’s where HubSpot and Zapier come in. By integrating HubSpot, a leading CRM, with Zapier’s powerful automation capabilities, businesses can automate workflows, eliminate manual data entry, and keep their teams in sync effortlessly.
In this blog, we’ll explore how HubSpot and Zapier work together to optimise marketing, sales, and customer service processes, helping businesses work smarter, not harder.
HubSpot is already a powerhouse for managing leads, sales pipelines, and customer interactions. However, businesses often rely on multiple tools—Google Sheets, Slack, Calendly, email marketing platforms, and more. Manually transferring data between these systems is inefficient and prone to errors.
Zapier solves this by automating workflows (Zaps) between HubSpot and over 6,000 apps, ensuring seamless data flow and improved productivity.
Key Benefits of Integrating HubSpot with Zapier:
✅ Automate lead management – Instantly add new leads from forms, ads, or spreadsheets into HubSpot.
✅ Improve team collaboration – Notify sales and marketing teams about new leads or deals via Slack, Microsoft Teams, or email.
✅ Reduce manual data entry – Automatically update HubSpot contacts, deals, and tasks without human intervention.
✅ Enhance customer engagement – Sync customer interactions across platforms for personalised communication.
Google Sheets is widely used for tracking leads, campaign performance, and customer data. Instead of manually entering data, you can automate lead syncing between HubSpot and Google Sheets.
🔹 Automate Lead Capturing: Every time a new lead fills out a HubSpot form, Zapier can create a corresponding row in Google Sheets.
🔹 Two-Way Sync: If a new lead is added to Google Sheets, Zapier can automatically create or update the contact in HubSpot.
🚀 Try This Zap: Save new HubSpot form submissions as Google Sheets rows
Meetings with potential customers are crucial, but keeping track of them in your CRM can be tedious. With Zapier, you can automatically update HubSpot whenever a meeting is booked through scheduling tools like Calendly, Acuity Scheduling, or Zoho Bookings.
🔹 Automatically Create Contacts – Each new meeting booked can trigger a new contact in HubSpot.
🔹 Ensure Follow-ups – Notify your sales team in Slack or email whenever a new lead books a meeting.
🚀 Try This Zap: Create or update HubSpot contacts from new Calendly invitees
If you're using forms on platforms like Typeform, Webflow, Squarespace, or even HubSpot itself, you can automate data transfer directly to HubSpot.
🔹 Reduce Manual Work: No need to export and import form submissions—Zapier will instantly create or update a HubSpot contact.
🔹 Speed Up Lead Nurturing: Ensure no leads slip through the cracks by keeping HubSpot updated in real time.
🚀 Try This Zap: Create or update HubSpot contacts from new Typeform entries
Running paid ad campaigns on Facebook, Google, or LinkedIn? Don’t let valuable leads get lost in the process. Instead, automate lead collection by sending new ad submissions straight to HubSpot.
🔹 Capture Leads Instantly: Automatically create HubSpot contacts from Facebook Lead Ads, Google Ads, and LinkedIn Lead Gen Forms.
🔹 Enable Rapid Follow-ups: Notify your sales team or trigger automated email sequences to engage leads immediately.
🚀 Try This Zap: Add new Facebook Lead Ads leads as HubSpot contacts
Sales and marketing teams thrive on real-time information. With Zapier, you can set up instant notifications whenever key HubSpot events occur.
🔹 New lead or deal? Get an alert in Slack.
🔹 HubSpot form submission? Receive an email notification.
🔹 Deal closed? Notify your sales team instantly.
🚀 Try This Zap: Send Slack notifications for new HubSpot form submissions
Your CRM and email marketing should always be in sync to ensure smooth communication with leads and customers. Instead of manually transferring contacts, Zapier can:
🔹 Automatically add new HubSpot contacts to your email list in Mailchimp, Constant Contact, or Flodesk.
🔹 Update HubSpot contacts when a subscriber unsubscribes or changes their preferences.
🚀 Try This Zap: Add new HubSpot contacts to Mailchimp lists
For businesses with custom applications or unique workflows, Zapier’s webhook functionality allows seamless data transfer between HubSpot and virtually any system.
🔹 Connect Non-Native Apps: If a tool doesn’t have a direct integration, webhooks can still send data to HubSpot.
🔹 Advanced Data Routing: Send HubSpot form submissions or contact updates to external databases or APIs.
🚀 Try This Zap: Send HubSpot form submissions to webhooks
HubSpot is already a powerful CRM, but when combined with Zapier, it becomes an unstoppable automation powerhouse. Whether you're managing leads, tracking sales, or automating marketing campaigns, these integrations eliminate manual work, increase efficiency, and ensure that no lead falls through the cracks.
Ready to unlock the full potential of HubSpot and Zapier? Get in touch with DigiKat today for expert guidance on integrating automation into your business.
Let’s build workflows that save time and drive growth!