Connecting your lead generation system with HubSpot helps you save time and manage leads more easily. This step-by-step guide will show you how to connect your lead generation system to HubSpot using Zapier.
Prerequisites
Before you begin, ensure you have the following:
Lead Generation Tool Account: Access to your lead generation system.
HubSpot Account: A free HubSpot account is sufficient.
Zapier Account: To create and manage the automation (Zap).
Step 1: Setting Up a New Zap in Zapier
Log in to Zapier: Navigate to Zapier and sign in.
Create a New Zap: Click on "Create Zap."
Name Your Zap: For easy identification, name it something like "Leads to HubSpot Zap."
Step 2: Configuring the Trigger
Choose Trigger App: Search for and select "Webhooks by Zapier."
Set Trigger Event: Choose Catch Hook and click Continue.
Copy the Webhook URL: Zapier will generate a webhook URL. Copy this URL for later use.
Step 3: Integrating with Your Lead Generation Tool
Access Integration Settings: In your lead generation tool, go to Settings > Integration.
Add a New Webhook: Select the custom webhook option.
Name the Webhook: For example, "To HubSpot."
Paste the Webhook URL: Insert the URL you copied from Zapier.
Configure Data Fields:
Add fields such as Company Name, Phone Number, Website, and Email.
Use the plus icon (+) to add more fields if needed.
Save the Integration: Confirm the setup.
Step 4: Testing the Webhook Connection
Send Test Data: In your lead generation tool, use the "Test" option to send dummy data.
Verify in Zapier: Go back to Zapier and click Test Trigger.
Confirm Data Receipt: You should see the test data (e.g., email, phone number, company name).
Step 5: Configuring the Action in Zapier
Choose Action App: Select HubSpot as the app.
Set Action Event: Choose Create Contact and click Continue.
Connect HubSpot Account:
Click Connect a New Account if not already connected.
Authorize Zapier to access your HubSpot account.
Map Data Fields:
Website: Map to "Website URL."
Email: Map to "Contact Information - Email."
Phone Number: Map to "Contact Information - Phone Number."
Company Name: Map to "Company Name."
Continue and Test: Send a test to HubSpot to ensure data is mapped correctly.
Step 6: Finalizing the Integration
Skip the Test (if needed): If the test data isn’t accepted, skip and proceed.
Publish the Zap: Click Publish to activate the automation.
Step 7: Sending Leads to HubSpot
Select Leads: In your lead generation tool, choose the leads you want to send.
Send to CRM: Click Send to CRM and select the webhook (e.g., "To HubSpot").
Verify in HubSpot:
Go to your HubSpot dashboard.
Refresh your contacts list.
Confirm the new lead has been added successfully.