An automated workflow using integromat
Connects Cliengo + HubSpot
Create Hubspot CRM contacts for new Cliengo contacts
About this workflow template
This automation scenario allows you to connect Cliengo and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat 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.
Categories
Cliengo and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cliengo
Watch New Contacts in Cliengo
Triggers when a new contact has been added.
Then this action happens in HubSpot
Create/Update a Contact in HubSpot
Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Hubspot CRM contacts for new Cliengo contacts.
Part I
Configure Applications
First, we need to connect Cliengo and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cliengo to Make.com.
Give Make.com access to your Cliengo account, using Cliengo credentials.
Connect HubSpot to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Cliengo
Choose the following trigger: Watch New Contacts (Triggers when a new contact has been added.).
Then set up an Action for HubSpot
Choose this action: Create/Update a Contact (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cliengo and HubSpot.
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 Create Hubspot CRM contacts for new Cliengo contacts!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Crear cliente / create customer
Crear un nuevo contacto / Creates a new customer.
actionbyzapierCreate a contact
Creates a new contact.
actionbyintegromatUpdate a contact
Updates a specified contact.
actionbyintegromatActualizar cliente / update customer
Actualizar un contacto existente / Update an existing customer
actionbyzapierBuscar contacto / search customer
Busca un contacto / Search a customer
actionbyzapierDelete a contact
Deletes a specified contact.
actionbyintegromat
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
