HubSpot
PersistIQ
zapier

An automated workflow using zapier

Connects HubSpot + PersistIQ

Add company domains to PersistIQ's Do Not Contact lists for new HubSpot deals in specific stages

About this workflow template

This automation scenario allows you to connect HubSpot and PersistIQ

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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 PersistIQ can also be integrated using automation tools other than zapier:

Diagram

Add company domains to PersistIQ's Do Not Contact lists for new HubSpot deals in specific stages
Workflow diagram: HubSpot + PersistIQ integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Deal in Stage Deprecated in HubSpot

Triggers when a deal enters a specified stage.

Then these actions happen in HubSpot and HubSpot

PersistIQ

Add Do Not Contact Domain in PersistIQ

Adds a new Do Not Contact domain.

HubSpot

New Deal Property Change Deprecated in HubSpot

Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add company domains to PersistIQ's Do Not Contact lists for new HubSpot deals in specific stages.

Part I

Configure Applications

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

    Connect PersistIQ to Zapier.

    Give Zapier access to your PersistIQ account, using PersistIQ 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 Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).

  • Then set up an Action for PersistIQ

    Then set up an Action for PersistIQ

    Choose this action: Add Do Not Contact Domain (Adds a new Do Not Contact domain.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Deal Property Change Deprecated (Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.).

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 PersistIQ.

  • 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 company domains to PersistIQ's Do Not Contact lists for new HubSpot deals in specific stages!

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
  • PersistIQ

    Create or update prospect

    Creates or updates a prospect.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PersistIQ

    Create prospect

    Creates a new prospect.

    zapierintegrately
    actionbyzapierintegrately
  • PersistIQ

    Add do not contact domain

    Adds a new Do Not Contact domain.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PersistIQ

    Add prospect to campaign

    Adds a prospect to a campaign.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • PersistIQ

    Update prospect status

    Updates prospect status.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • PersistIQ

    Add a lead to a campaign

    Add's a lead to a campaign.

    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.