HubSpot
Retently
integromat

An automated workflow using integromat

Connects HubSpot + Retently

Add new HubSpot CRM contacts to Retently as a new customers

About this workflow template

This automation scenario allows you to connect HubSpot and Retently

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.

HubSpot and Retently can also be integrated using automation tools other than integromat:

Diagram

Add new HubSpot CRM contacts to Retently as a new customers
Workflow diagram: HubSpot + Retently integration

How it works?

When this trigger fires in HubSpot

HubSpot

Watch CRM Objects in HubSpot

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

Then this action happens in Retently

Retently

Create a Customer in Retently

Creates a customer.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot CRM contacts to Retently as a new customers.

Part I

Configure Applications

First, we need to connect HubSpot and Retently to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect HubSpot to Make.com.

    Connect HubSpot to Make.com.

    Give Make.com access to your HubSpot account, using HubSpot credentials.

  • Connect Retently to Make.com.

    Connect Retently to Make.com.

    Give Make.com access to your Retently account, using Retently 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 HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).

  • Then set up an Action for Retently

    Then set up an Action for Retently

    Choose this action: Create a Customer (Creates a customer.).

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 HubSpot and Retently.

  • 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 HubSpot CRM contacts to Retently as a new customers!

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
  • Retently

    Send an email survey

    Create a new contact or update an existing one, and send and trigger an email survey.

    zapier
    actionbyzapier
  • Retently

    Create customers and send survey

    Creates new customers or updates the existing ones and send a transactional survey.

    integromat
    actionbyintegromat
  • Retently

    Create a customer

    Creates a customer.

    integromat
    actionbyintegromat
  • Retently

    Create or update customer

    Creates a new customer or updates an existing one.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Retently

    Tag a survey response (legacy)

    Adds a tag to a survey response.

    zapier
    actionbyzapier
  • Retently

    Unsubscribe customer

    Unsubscribes a customer.

    zapierintegrately
    actionbyzapierintegrately

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.