This automation scenario allows you to connect Sales.Rocks 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
Sales.Rocks and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in Sales.Rocks
Triggers when you export contacts or new contact is bought.
Then this action happens in HubSpot
Creates a new contact or updates an existing contact based on email address.
This guide contains information on how to set up an automatic workflow that allows to Create or update HubSpot contacts from new exported Sales.Rocks contacts.
Part I
First, we need to connect Sales.Rocks and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Sales.Rocks to Zapier.
Give Zapier access to your Sales.Rocks account, using Sales.Rocks credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot 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 Sales.Rocks
Choose the following trigger: Export contacts (Triggers when you export contacts or new contact is bought.).
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Sales.Rocks 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 Create or update HubSpot contacts from new exported Sales.Rocks contacts!
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.
Verify email
Verify phone
Triggers when you export contacts or new contact is bought.
Triggers when you export companies or new company is bought.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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