This automation scenario allows you to connect Coupontools 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.
Categories
Coupontools and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Coupontools
Triggers when a coupon has a new claim.
Then this action happens in HubSpot
Creates a new contact or updates an existing contact based on email address.
This guide contains information on how to set up an automatic workflow that allows to Create or update HubSpot contacts for new Coupontools coupon users.
Part I
First, we need to connect Coupontools and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Coupontools to Zapier.
Give Zapier access to your Coupontools account, using Coupontools credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Coupontools
Choose the following trigger: New Coupon Claim (Triggers when a coupon has a new claim.).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Coupontools 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 or update HubSpot contacts for new Coupontools coupon users!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Creates a single use session. A single use session is a unique URL for a coupon for assigning to 1 user.
Sends a coupon by email.
Sends a coupon via SMS
Updates a coupon session status to claimed, voided or validated.
Find an existing single use coupon session and get all session data.
Send a coupon by email
A mobile marketing software to create and distribute Gamified Digital Coupons, Vouchers and Loyalty Cards
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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