An automated workflow using zapier
Connects HubSpot + Lucidchart
Add new HubSpot contacts to Lucidchart data sets
About this workflow template
This automation scenario allows you to connect HubSpot and Lucidchart
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
HubSpot and Lucidchart can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact in HubSpot
Triggers when new contact is available.
Then this action happens in Lucidchart
Create Data Set Row in Lucidchart
Creates a new row in a Lucidchart data set.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot contacts to Lucidchart data sets.
Part I
Configure Applications
First, we need to connect HubSpot and Lucidchart to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Lucidchart to Zapier.
Give Zapier access to your Lucidchart account, using Lucidchart 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
Choose the following trigger: New Contact (Triggers when new contact is available.).
Then set up an Action for Lucidchart
Choose this action: Create Data Set Row (Creates a new row in a Lucidchart data set.).
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 Lucidchart.
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 contacts to Lucidchart data sets!
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
Create data set row
Creates a new row in a Lucidchart data set.
actionbyzapierCreate data set
Create a new data set in Lucidchart.
actionbyzapierUpdate data set row
Updates a row that already exists in a Lucidchart data set.
actionbyzapierDelete data set row
Deletes a row from a Lucidchart data set.
actionbyzapierDelete data set row (advanced)
Deletes a row from a Lucidchart data set that meets specific criteria.
actionbyzapierUpdate data set row (advanced)
Updates a row that already exists in a Lucidchart data set, and meets specific criteria.
actionbyzapier
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.
