With ever-evolving technology, having an online presence for companies is becoming pivotal. But being just present online isn’t enough. To rip the fruits of your business, you need a robust marketing strategy that helps you reach your target audience and move them forward in the marketing funnel.
If you have moved to the HubSpot ecosystem, you are halfway there already. HubSpot’s inbound marketing strategies are designed to attract customers using valuable content and experiences.
Inbound marketing strategies focus on creating and maintaining good customer relations. This is where things get a little complicated. Maintaining customer relations involves creating tailored content, emails, surveys, etc., leading to a neverending cycle of gathering and repurposing data.
Getting on top of these tasks manually is almost impossible. That is where Zapier comes in. In this blog, we will discuss how Zapier integration with HubSpot can benefit your business and streamline processes.
Zapier is a web-based solution that provides workflow automation for its end-users by combining applications and services. With Zapier integration, you can automate processes without constructing your own integration.
By creating relevant Zapier integrations, you can create workflows that can automate any facet of your business.
Zapier works through Zaps or automated Zapier workflows. All you have to do is create a Zapier integration with your app and generate workflows.
These workflows contain a trigger and one or more actions. Once you execute these Zaps, they process data in connected apps and perform the given task.
Zap allows users to create anything, from simple tasks to complex and dynamic workflows. The best part about all of these is that you don’t need to be a programmer to be able to create a zap.
Additionally, you don’t have to create separate integrations with individual apps. One Zapier integration is enough to connect all your apps to all other Zapier-integrated apps.
HubSpot is undoubtedly the industry-leading Customer Relationship Management (CRM) tool. But despite its extensive features, HubSpot can’t replace all the other automation tools for your business. Keeping your CRM up-to-date with the rest of your tech stack is crucial. However, it can become challenging as your business scales. That’s where Zapier comes in. You can leverage over 1400 third-party platforms and automate tasks between them by connecting HubSpot to Zapier. As we discussed earlier, automation is achieved through triggers and actions.
Let’s take an example into account:
Suppose you add a contact to HubSpot: it will be considered a trigger. This contact can be added to a Google Spreadsheet automatically using Zapier integration, which is the action. Luckily enough, Zapier integration with HubSpot is free. All you need as a HubSpot user is a Zapier account.
Please note:- Some Zapier integrated apps may need a paid Zapier subscription.
By connecting Zapier with HubSpot, you can leverage the best of both worlds: the reliability and power of a consistent CRM tool like HubSpot and the flexibility of Zapier. On top of that, HubSpot integration with Zapier is free for all HubSpot users.
The integration can do wonders for your business, from enabling seamless data sharing to automating repetitive tasks and increasing team alignment and productivity. Let’s discuss the benefits of the integration in detail:
With the Zapier-HubSpot integration, you can easily connect any tool to the CRM platform and enable frictionless data sharing.
Zapier functions on user-friendly Zaps that require zero coding skills from the user end. They act as triggers for automated workflows based on particular actions on any platform, enabling real-time data synchronization across platforms.
Zapier will track specific actions across your tech stack to create new contacts, update HubSpot CRM records, update from autofill, etc. You can relax and say goodbye to manual data entry and processing.
The need for your team to jump from one tool to another to sync information across multiple platforms is over. For example, you can automate lead generation by creating workflows that add new contacts to your CRM whenever someone fills a form on your website.
With a synchronized tech stack, managers can boost operational productivity and allow teams to focus on more strategic goals. With Zapier, you can unite your business data in a centralized repository where users can schedule, delay, transfer, update, and segment workflows.
Leveraging the power of third-party applications has never been easier.
There are two parts to executing Zapier integration with HubSpot. One is integrating Zapier within HubSpot CRM, and the other is creating the Zaps or workflows. In this section, we will look at both.
Create a Zapier account and sign in.
Connect your HubSpot CRM to the Zapier account.
Select the triggers and actions you want to automate.
Add the necessary customizations to your automation settings.
Test thoroughly and activate your automated workflows.
Monitor and adjust your zaps as per your business needs.
Utilize the information from your automation to improve business strategies.
To get the best out of your HubSpot integration, invest in HubSpot services by professionals. They will ensure the absolute best customizations and optimizations for your business.
Log into your Zapier account.
Click on the “Make a Zap” option in the top right corner.
Now you have to choose a trigger app, select HubSpot.
Choose the specific event you want to use as a trigger (e.g., new contact added).
Entering your API key and selecting the desired HubSpot portal to connect to HubSpot.
Test the trigger to ensure it is working correctly.
Choose an action app (e.g., Gmail).
Select the specific event you want done when the trigger is activated (e.g., send an email).
Connect your action app account and tailor the settings for the automated task.
Test the action very well to ensure it is working correctly.
Activate your workflow and let the automation do the rest.
Decrease turn-around time.
Reduce human error and increase efficiency.
Use multiple triggers and actions to create complex automation.
Gain insights from your zaps to better understand your audience and make informed decisions for your business.
HubSpot Service Providers can play a crucial role in Zapier integration for your business. A good service provider will make the process seamless and quick. Here are some benefits of hiring HubSpot professionals:
HubSpot service providers are experienced professionals who will assess your business needs and deliver accordingly. They will closely interact with your internal team to understand the workflows and customize the integrations.
They can tailor the workflows or Zaps to automate tasks and operations specific to your agency or organization.
The ones using HubSpot and creating workflows in your team may not be familiar with the tools from the get-go, but HubSpot experts are. They will provide in-depth training sessions to your team so that they understand the workings of the integrated system and harness its full potential.
Zapier Integration comes with many new tools and apps. Having someone to guide you through the process is incredibly empowering and time-saving for any business.
Based on the size of your business and the marketing automation strategies you implement, the workflows you need may become complex. There might be a need for multiple apps and systems.
Hiring third-party HubSpot services means they can take over this process and create Zaps that ensure seamless data transactions between HubSpot and other platforms in your tech stack.
With a scaling business, you need an adaptable tech stack, which makes optimization very important for these third-party platforms. HubSpot service providers will review your existing Zaps and optimize them.
This way, you can be sure that your workflows align with your current business goals and requirements.
Both HubSpot and Zapier are industry-leading products known for their competency and compatibility. However, it is natural to face some issues now and then. Service providers can make a huge difference in such scenarios.
They can troubleshoot and resolve problems promptly, including identifying and addressing issues relating to field mappings, trigger events, data synchronization, etc.
The best part about hiring HubSpot development services is that you have a helping hand whenever you need one. Beyond the initial integration, service providers also offer ongoing support and maintenance.
In case of any dispute, issue, or challenge, you can always call upon them to save the day. This will considerably reduce your downtime and improve customer experience.
Are you looking to advance your marketing strategies with HubSpot integration? This is where you start. Unlock the true power of your CRM with Zapier today.
For HubSpot development services, contact us!