This automation scenario allows you to connect HubSpot and Clearbit
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 Clearbit can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when new contact is available.
Then these actions happen in HubSpot and HubSpot
Finds a person by email address.
Creates a new contact or updates an existing contact based on email address.
This guide contains information on how to set up an automatic workflow that allows to Add data via Clearbit to new HubSpot contacts.
Part I
First, we need to connect HubSpot and Clearbit 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 Clearbit to Zapier.
Give Zapier access to your Clearbit account, using Clearbit 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 (Triggers when new contact is available.).
Then set up an Action for Clearbit
Choose this action: Find Person (Finds a person by email address.).
Then set up another Action for HubSpot
Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Clearbit.
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 data via Clearbit to new HubSpot contacts!
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.
Gets a person by email address.
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
Gets a person and a company simultaneously based on an email address.
Company name to domain
Domain lookup
Email lookup
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
A marketing data platform to reveal and enrich data about your customers to personalize your sales activities
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