HubSpot
Salesforce
zapier

An automated workflow using zapier

Connects HubSpot + Salesforce

Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot

About this workflow template

This automation scenario allows you to connect HubSpot and Salesforce

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.

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

Diagram

Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot
Workflow diagram: HubSpot + Salesforce integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Contact in List Deprecated in HubSpot

Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

Then these actions happen in HubSpot and HubSpot

Salesforce

Find Record in Salesforce

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Salesforce

Update Record in Salesforce

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

HubSpot

New Contact in List in HubSpot

Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce 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 HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: New Contact in List Deprecated (Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.).

  • Then set up an Action for Salesforce

    Then set up an Action for Salesforce

    Choose this action: Find Record (Finds a record of a specified Salesforce object by up to two fields and values you choose.).

  • Then set up another Action for Salesforce

    Then set up another Action for Salesforce

    Choose this action: Update Record (Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Contact in List (Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.).

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 Salesforce.

  • 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 Find accounts and update custom objects in Salesforce from new contacts added to a list in HubSpot!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapier
    triggerbyzapier
  • 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)_.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapier
    triggerbyzapier
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapier
    triggerbyzapier
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Salesforce

    Create record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create lead

    Creates a new lead in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Update record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Create contact

    Creates a new contact in Salesforce.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Salesforce

    Add lead to campaign

    Adds an existing lead to an existing campaign.

    zapierintegrately
    actionbyzapierintegrately
  • Salesforce

    Find record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    zapier
    actionbyzapier

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.

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

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.