Managing your customer relationships is a crucial aspect of running a successful business. HubSpot, the CRM software platform, offers an extensive suite of tools to help businesses stay on top of their contacts. But scaling customer management is no easy feat. Luckily, there is a solution – Zapier.
Zapier and zapier integrations enable businesses to automate their workflows and connect apps to create seamless experiences. Using Zapier with HubSpot is an unbeatable combination for improving contact management. Here’s how to do it.
Step 1: Set Up a Zapier Account
The first thing to do to start automating your HubSpot contact management is to set up a Zapier account. Zapier offers a free account that allows you to test various integrations, though the free account only allows for basic functionality. You can always upgrade to a paid account for additional features and more integrations.
Step 2: Connect Your HubSpot Account
After setting up your Zapier account, you’ll need to connect it to your HubSpot account. Once you’ve done this, Zapier will be able to access your contact data in HubSpot.
Step 3: Create a Zaps for Contact Management
Integrating HubSpot with Zapier will give you access to several powerful tools that can automate your contact management processes. One of them is the “New Contact” Zap. This Zap automatically creates a new contact within HubSpot every time someone fills out a form on your website, saving you time and reducing the risk of human error.
Step 4: Set Up a Zap for Task Management
In addition to automatically creating new contacts, Zapier enables businesses to automate task management. This is especially useful if you’re working in a team environment or have multiple workflows to manage. With Zapier, you can set up a trigger that will automatically create a task in HubSpot for an assigned team member to follow up.
Step 5: Create a Zap for Notifications
The last thing you need is to miss critical updates on leads and opportunities. Zapier allows you to set up a trigger that will send you a notification every time a new lead comes in or when one of your high-value deals moves through the sales funnel.
In conclusion, automating your HubSpot contact management with Zapier is a no-brainer. By creating Zaps that automatically create contacts, assign tasks, and send notifications, businesses can stay on top of their leads and opportunities. Zapier and Hubspot integrations are a match made in heaven, and it’s exciting to see them come together to streamline workflows for businesses. Get started today, and you’ll see how easy it is to manage your contacts better with Zapier.