ChatBot
HubSpot
zapier

An automated workflow using zapier

Connects ChatBot + HubSpot

Add new ChatBot visitors as contacts in HubSpot CRM

About this workflow template

This automation scenario allows you to connect ChatBot and HubSpot

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

ChatBot and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Add new ChatBot visitors as contacts in HubSpot CRM
Workflow diagram: ChatBot + HubSpot integration

How it works?

When this trigger fires in ChatBot

ChatBot

New Message in ChatBot

Triggers when a user sends a message that triggers the chosen interaction.

Then this action happens in HubSpot

HubSpot

Create or Update Contact in HubSpot

Creates a new contact or updates an existing contact based on email address.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new ChatBot visitors as contacts in HubSpot CRM.

Part I

Configure Applications

First, we need to connect ChatBot and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect ChatBot to Zapier.

    Connect ChatBot to Zapier.

    Give Zapier access to your ChatBot account, using ChatBot credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for ChatBot

    Set up a Trigger action for ChatBot

    Choose the following trigger: New Message (Triggers when a user sends a message that triggers the chosen interaction.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ChatBot and HubSpot.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new ChatBot visitors as contacts in HubSpot CRM!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • ChatBot

    Create user

    Create user

    pipedream
    actionbypipedream
  • ChatBot

    Get users

    Get users

    pipedream
    actionbypipedream
  • ChatBot

    Get a user

    Returns details of a user specified by ID.

    integromat
    actionbyintegromat
  • ChatBot

    Ban / unban a user

    Changes ban status of a user specified by ID.

    integromat
    actionbyintegromat
  • ChatBot

    Create a story

    Creates a new story.

    integromat
    actionbyintegromat
  • ChatBot

    Create a user

    Creates a new user.

    integromat
    actionbyintegromat

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.