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.
Categories
HubSpot and Retently can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in 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
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 if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
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
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
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
Configure the data that is exchanged between HubSpot and Retently.
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!
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
Send an email survey
Create a new contact or update an existing one, and send and trigger an email survey.
actionbyzapierCreate customers and send survey
Creates new customers or updates the existing ones and send a transactional survey.
actionbyintegromatCreate a customer
Creates a customer.
actionbyintegromatCreate or update customer
Creates a new customer or updates an existing one.
actionbyzapierintegratelypabbly-connectTag a survey response (legacy)
Adds a tag to a survey response.
actionbyzapierUnsubscribe customer
Unsubscribes a customer.
actionbyzapierintegrately
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.
