HubSpot
Pipedrive
zapier

An automated workflow using zapier

Connects HubSpot + Pipedrive

Create people on Pipedrive from new HubSpot form submissions

About this workflow template

This automation scenario allows you to connect HubSpot and Pipedrive

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 Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create people on Pipedrive from new HubSpot form submissions
Workflow diagram: HubSpot + Pipedrive integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

Then these actions happen in HubSpot and HubSpot

Pipedrive

Create Person in Pipedrive

Creates a new person.

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create people on Pipedrive from new HubSpot form submissions.

Part I

Configure Applications

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

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive 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 Form Submission (Triggers when a form is submitted.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Person (Creates a new person.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Form Submission (Triggers when a form is submitted.).

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 Pipedrive.

  • 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 Create people on Pipedrive from new HubSpot form submissions!

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
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegrately
    actionbyzapierintegrately
  • Pipedrive

    Create person

    Creates a new person.

    zapier
    actionbyzapier
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegrately
    actionbyzapierintegrately
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegrately
    actionbyzapierintegrately
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegrately
    actionbyzapierautomateiointegrately
  • Pipedrive

    Create a person

    Creates a person.

    integromat
    actionbyintegromat

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.