Prospect.io
HubSpot
zapier

An automated workflow using zapier

Connects Prospect.io + HubSpot

Update or create HubSpot contacts when a Overloop lead replies to an email

About this workflow template

This automation scenario allows you to connect Prospect.io and HubSpot

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.

Prospect.io and HubSpot can also be integrated using automation tools other than zapier:

Diagram

Update or create HubSpot contacts when a Overloop lead replies to an email
Workflow diagram: Prospect.io + HubSpot integration

How it works?

When this trigger fires in Prospect.io

Prospect.io

Prospect Replied in Prospect.io

Triggers when a prospect has replied 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 Update or create HubSpot contacts when a Overloop lead replies to an email.

Part I

Configure Applications

First, we need to connect Prospect.io and HubSpot to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Prospect.io to Zapier.

    Connect Prospect.io to Zapier.

    Give Zapier access to your Prospect.io account, using Prospect.io 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 Prospect.io

    Set up a Trigger action for Prospect.io

    Choose the following trigger: Prospect Replied (Triggers when a prospect has replied 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 Prospect.io 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 Update or create HubSpot contacts when a Overloop lead replies to an email!

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
  • Prospect.io

    Create prospect

    Create a prospect.

    zapierintegrately
    actionbyzapierintegrately
  • Prospect.io

    Create archive_prospect

    Creates a new archive_prospect, probably with input from previous steps.

    zapier
    actionbyzapier
  • Prospect.io

    Create deal

    Create a deal.

    zapierintegrately
    actionbyzapierintegrately
  • Prospect.io

    Create organization

    Create a organization.

    zapierintegrately
    actionbyzapierintegrately
  • Prospect.io

    Enroll prospect

    Enroll a prospect in a workflow.

    zapierintegrately
    actionbyzapierintegrately
  • Prospect.io

    Exclude prospect

    Add a prospect to the exclusion list.

    zapierintegrately
    actionbyzapierintegrately

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.