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.
Categories
HubSpot and PersistIQ can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a deal enters a specified stage.
Then these actions happen in HubSpot and HubSpot
Adds a new Do Not Contact domain.
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.
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
First, we need to connect HubSpot and PersistIQ 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 PersistIQ to Zapier.
Give Zapier access to your PersistIQ account, using PersistIQ 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 Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).
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
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and PersistIQ.
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!
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 or updates a prospect.
Creates a new prospect.
Adds a new Do Not Contact domain.
Adds a prospect to a campaign.
Updates prospect status.
Add's a lead to a campaign.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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