HubSpot
Lucidchart
zapier

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.

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

Diagram

Add new HubSpot contacts to Lucidchart data sets
Workflow diagram: HubSpot + Lucidchart integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Contact in HubSpot

Triggers when new contact is available.

Then this action happens in Lucidchart

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.

    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 Lucidchart to Zapier.

    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

    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

    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

    Customize data flow

    Configure the data that is exchanged between HubSpot and Lucidchart.

  • 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 contacts to Lucidchart data sets!

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
  • Lucidchart

    Create data set row

    Creates a new row in a Lucidchart data set.

    zapier
    actionbyzapier
  • Lucidchart

    Create data set

    Create a new data set in Lucidchart.

    zapier
    actionbyzapier
  • Lucidchart

    Update data set row

    Updates a row that already exists in a Lucidchart data set.

    zapier
    actionbyzapier
  • Lucidchart

    Delete data set row

    Deletes a row from a Lucidchart data set.

    zapier
    actionbyzapier
  • Lucidchart

    Delete data set row (advanced)

    Deletes a row from a Lucidchart data set that meets specific criteria.

    zapier
    actionbyzapier
  • Lucidchart

    Update data set row (advanced)

    Updates a row that already exists in a Lucidchart data set, and meets specific criteria.

    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.

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.