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.
Categories
Prospect.io and HubSpot can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Prospect.io
Prospect Replied in Prospect.io
Triggers when a prospect has replied for the first time.
Then this action happens in 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 if you don't have one.
Connect Prospect.io to Zapier.
Give Zapier access to your Prospect.io account, using Prospect.io credentials.
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
Choose the following trigger: Prospect Replied (Triggers when a prospect has replied for the first time.).
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
Configure the data that is exchanged between Prospect.io and HubSpot.
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!
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triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create prospect
Create a prospect.
actionbyzapierintegratelyCreate archive_prospect
Creates a new archive_prospect, probably with input from previous steps.
actionbyzapierCreate deal
Create a deal.
actionbyzapierintegratelyCreate organization
Create a organization.
actionbyzapierintegratelyEnroll prospect
Enroll a prospect in a workflow.
actionbyzapierintegratelyExclude prospect
Add a prospect to the exclusion list.
actionbyzapierintegrately
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.
