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 Integrate HubSpot and Zapier 

 

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Pulling, Pushing, Transforming, and Storing Data Between Your CRM and Over 8,000 Apps 

Although HubSpot has a variety of native apps and connectors, it is not uncommon for their to be missing bridges in your techstack or for these connections to not accomplish everything you need them to. Although the CRM team at Concept does have the ability to build custom integrations, Zapier offers a lightweight, cost-effective, rapid solution.

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Pulling Data into HubSpot Using Zapier 

Pulling data into your CRM can help avoid double entry, delayed processes, separate sources of truth, and lack of visibility. Using Zapier’s integration with HubSpot, we are able to collect information from external apps and spreadsheets, which can then be brought into the HubSpot environment. Below are some common examples. 

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

HubSpot and Salesforce Integration Implementation

Our team can implement, customize, and configure the HubSpot and Salesforce integration, to ensure you get the most out of both platforms.

Training and Onboarding

As an official partner of both platforms, we are well-poised to provide training and onboarding services designed to reinforce your business processes and the management of the integration.

Management & Administration

Whether just wrapping up a new implementation or if you have an existing integration up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

Partner With Our Integrated Team

The HubSpot and Salesforce integration is a powerful tool, but working with a great team can help fit it to your needs and processes for that “just-right” feeling.

Lead Routing
SENDING NEW LEAD EMAILS FROM AN INBOX TO HUBSPOT
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Many teams that subscribe to lead digests receive their leads via an email to their inbox. However, they then never make their way into HubSpot or their is a delayed re-entry of their information into the CRM. Using Zapier, we can capture these lead emails, extract the necessary information, and send them into HubSpot. 

Customer Service

CREATING HUBSPOT TICKETS FROM EXTERNAL APPS

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Some teams handle a variety of customer service items outside of the CRM. This can be outsourced call answering services, a separate ticketing system, and more. In these cases, we utilize Zapier as our middleware and push these details as HubSpot tickets for teams to triage, or for sales and marketing visibility.

Deal Flows
CREATING HUBSPOT DEALS AND LINE ITEMS FROM EXTERNAL APPS
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Deals, and their associated line items, are sometimes triggered from other apps. This information can be an inventory management system, an ERP, a separate CRM as a whole. Zapier gives us the ability to grab and create these items in HubSpot to provide visibility to marketing teams, account managers, and inside sales teams.

Pushing Data from HubSpot to External Apps  

Often times, teams look to us to help them trigger a push of contact, company, and deal information from HubSpot intro a separate system. Using Zapier’s integration with HubSpot, we are able to collect information from the CRM and push it to the desired location. Below are some common examples. 

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

Project Management
USING HUBSPOT DEALS OR TICKETS TO POPULATE PROJECT MANAGEMENT TOOLS
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Going from sales to operational software can be clunky and slow. By integrating Zapier, HubSpot, and your task management tool of choice (Jira, Wrike, Monday, Basecamp) - our team can help create projects or individual tasks upon deal closure.

Lead Routing

USING HUBSPOT AND ZAPIER TO SEND LEADS TO ANOTHER CRM

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Some teams use HubSpot as their front-end sales and marketing engine, but run account management out of another system (and vice versa). In this case, we can trigger contact and company details - based on a certain point of qualification – to push into another system. 

Deal To Revenue
USING HUBSPOT DEALS TO GENERATE ORDERS, SALES ORDERS, AND INVOICES
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The transition from sales to accounting can sometimes be slow, repetitive, and manual – for both sides of the operation. Using Zapier, our team is able to take deals and line items from HubSpot to create orders, sales orders, and/or invoices in your ERP or ecommerce solution. We often see this being done for apps like Shopify, QuickBooks, NetSuite, and more.

Transforming Data Between HubSpot and Other Systems Using Zapier
Whether it is a push, pull, or bi-directional flow of information, we have the ability to transform and format data as we send it from one source to another. This can be done using calculations, formatting steps, or more recently using AI steps and agents within Zapier. Need abbreviations from full state names? Done. A deal name created from several pieces of information? No problem. Need an ai-generated summary of the new lead coming in? We agree. 
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Storing Data from HubSpot in Zapier
Whether it is one HubSpot account, or several, Zapier offers a tables feature where you can store contact, company, deal, ticket, or custom object information. Whether this is a backup repository, a holding place to be released on cadence, or an aggregation tool, our team can help you store specific information from your CRM in Zapier. 

Connecting Your Techstack 

Integrated systems are faster, more accurate, and provide visibility across teams.

Curious about what systems we can help connect?

Our Latest CRM Content 

 Bridge HubSpot and the Rest of Your Techstack 

HubSpot Implementation

Our team can implement HubSpot across your entire organization. Our process customizes and configures the platform based on your unique needs to ensure you get the most out of your Hub.

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Integrations 

Enhance your HubSpot by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your Hub, or an existing stack, we can help.

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.
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Training and Onboarding

As an official Partner-Scaled Onboarding (PSO) agency, we can provide training and onboarding services designed to reinforce your business processes and integrate them with the tools available within HubSpot.

HubSpot Hubs Support

 

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Marketing Hub

Sales Hub

Service Hub
Drive revenue and streamline marketing efforts with tools that connect you to your audience effectively, all while optimizing investments with powerful analytics. Enhance productivity and customer connections with comprehensive sales tools, designed to scale with your organization’s growth. Build lasting customer relationships with a suite of service tools that streamline communication and enhance team productivity.

 

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CMS Hub

Operations Hub

Commerce Hub
Empower your marketing and development teams with a CMS that offers flexibility, security, and personalized customer experiences. Maintain clean, curated customer data and automate business processes for a unified view of customer interactions, delivering seamless experiences. Streamline your commerce operations with robust tools for billing, subscriptions, and revenue collection, integrated seamlessly with your CRM.

 

Management & Administration

Whether just wrapping up a new implementation or if you already have HubSpot up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

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Partner With Our HubSpot Professionals

HubSpot is a powerful platform, but working with a great team can help it integrate with your needs and processes for that “just-right” feeling.

Our Technology Partners

In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs. 

Our Latest HubSpot Content