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.
Categories
HubSpot and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires 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
Creates a new deal.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive deals from new contacts in a HubSpot list.
Part I
First, we need to connect HubSpot and Pipedrive 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 Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
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 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 Pipedrive
Choose this action: Create Deal (Creates a new deal.).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Pipedrive.
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 Pipedrive deals from new contacts in a HubSpot list!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Pipedrive alternatives
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