Cliengo
HubSpot
zapier

An automated workflow using zapier

Connects Cliengo + HubSpot

Add new Cliengo customers as new HubSpot deals

About this workflow template

This automation scenario allows you to connect Cliengo and HubSpot

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

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

Diagram

Add new Cliengo customers as new HubSpot deals
Workflow diagram: Cliengo + HubSpot integration

How it works?

When this trigger fires in Cliengo

Cliengo

Nuevo Cliente - New Customer in Cliengo

Se activa cuando un cliente es creado - Triggers when a new customer is created.

Then this action happens in HubSpot

HubSpot

Create Deal Deprecated in HubSpot

Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Cliengo customers as new HubSpot deals.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Cliengo to Zapier.

    Connect Cliengo to Zapier.

    Give Zapier access to your Cliengo account, using Cliengo 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 Cliengo

    Set up a Trigger action for Cliengo

    Choose the following trigger: Nuevo Cliente - New Customer (Se activa cuando un cliente es creado - Triggers when a new customer is created.).

  • Then set up an Action for HubSpot

    Then set up an Action for HubSpot

    Choose this action: Create Deal Deprecated (Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.).

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 Cliengo 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 Cliengo customers as new HubSpot deals!

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
  • Cliengo

    Crear cliente / create customer

    Crear un nuevo contacto / Creates a new customer.

    zapier
    actionbyzapier
  • Cliengo

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat
  • Cliengo

    Update a contact

    Updates a specified contact.

    integromat
    actionbyintegromat
  • Cliengo

    Actualizar cliente / update customer

    Actualizar un contacto existente / Update an existing customer

    zapier
    actionbyzapier
  • Cliengo

    Buscar contacto / search customer

    Busca un contacto / Search a customer

    zapier
    actionbyzapier
  • Cliengo

    Delete a contact

    Deletes a specified contact.

    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.