Pipedrive
HubSpot
zapier

An automated workflow using zapier

Connects Pipedrive + HubSpot

Create or update HubSpot contacts when new deals are added to a stage on Pipedrive

About this workflow template

This automation scenario allows you to connect Pipedrive and HubSpot

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.

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

Diagram

Create or update HubSpot contacts when new deals are added to a stage on Pipedrive
Workflow diagram: Pipedrive + HubSpot integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

Deal Matching Filter in Pipedrive

Triggers when a deal newly matches a Pipedrive filter for the first time.

Then this action happens in HubSpot

HubSpot

Create or Update Contact in HubSpot

Creates a new contact or updates an existing contact based on email address.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create or update HubSpot contacts when new deals are added to a stage on Pipedrive.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot 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 Pipedrive

    Set up a Trigger action for Pipedrive

    Choose the following trigger: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).

  • Then set up an Action for HubSpot

    Then set up an 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

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 Pipedrive and HubSpot.

  • 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 or update HubSpot contacts when new deals are added to a stage on Pipedrive!

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.