Integrating Zapier with HubSpot Workflows: A Step-by-Step Guide to Adding Contacts

Streamlining your business processes is essential for boosting productivity and maintaining an organized contact system. Among the numerous tasks that can be automated, adding a contact to a HubSpot workflow is a common necessity. Fortunately, with the help of Zapier—an online automation tool that connects your favourite apps and services—you can automate this process with ease.

Step 1: Set up your accounts

Before you get started, make sure you have active accounts on both HubSpot and Zapier. If you haven’t already, sign up and log in to each service.

Step 2: Create a Zap

Once you’re logged into Zapier, you’ll start by creating a new Zap. A Zap is an automated workflow that connects your apps and services. Click on the 'Make a Zap' button to initiate this process.

Step 3: Choose Your Trigger App

Zapier works on a trigger-and-action basis. Begin by selecting the app that will trigger the event. This could be when you receive a new form submission, email sign-up, or any other event that leads to a new contact needing to be added to a workflow.

Step 4: Set up the trigger

After selecting your trigger app, Zapier will require you to define the specific trigger event. Follow the prompts to choose the event and connect to the corresponding app account where this event occurs.

Step 5: Select HubSpot as Your Action App

After setting up your trigger, it's time to choose the action that Zapier should perform. In this case, select HubSpot as your action app.

Step 6: Choose the Add Contact to Workflow Action

Within HubSpot’s options on Zapier, choose the 'Add Contact to a Workflow' action. This will tell Zapier exactly what you want to do with the new contact.

Step 7: Connect Your HubSpot Account

You’ll need to connect your HubSpot account to Zapier if you haven’t done so already. This typically involves logging in to your HubSpot account through Zapier and granting permission for integration.

Step 8: Set up the Action

Zapier will now prompt you to set up the HubSpot workflow action. Here, you can define which workflow to add the contact to and map out any other essential details necessary from the trigger app to HubSpot.

Step 9: Test Your Zap

Before going live with your Zap, it’s crucial to test it to ensure that it works correctly. Zapier provides a 'Test & Continue' button that will demonstrate what happens when the trigger event occurs.

Step 10: Activate Your Zap

If the test is successful, you can proceed to turn on your Zap. Your automation is now in place, and new contacts will be seamlessly added to the designated HubSpot workflow as the trigger events happen.

Having these steps in place to add a contact to a HubSpot workflow using Zapier ensures that your customer relationship management is not only automated but also error-free and streamlined. This integration saves precious time and reduces the workload on your team, enabling a more efficient handling of new contacts and customer interactions.

Remember to regularly check your Zaps and maintain the trigger and action apps' connections for continuous and smooth operations.