Prerequisites
Before you begin, ensure you have the following:
Lead Generation Tool Account: Access to your lead generation system.
HubSpot Account: A free HubSpot account is sufficient.
Zapier Account: To create and manage the automation (Zap).
Step 1: Setting Up a New Zap in Zapier
Log in to Zapier: Navigate to Zapier and sign in.
Create a New Zap: Click on "Create Zap."
Name Your Zap: For easy identification, name it something like "Leads to HubSpot Zap."
Step 2: Configuring the Trigger
Choose Trigger App: Search for and select "Webhooks by Zapier."
Set Trigger Event: Choose Catch Hook and click Continue.
Copy the Webhook URL: Zapier will generate a webhook URL. Copy this URL for later use.
Step 3: Integrating with Your Lead Generation Tool
Access Integration Settings: In your lead generation tool, go to Settings > Integration.
Add a New Webhook: Select the custom webhook option.
Name the Webhook: For example, "To HubSpot."
Paste the Webhook URL: Insert the URL you copied from Zapier.
Configure Data Fields:
Add fields such as Company Name, Phone Number, Website, and Email.
Use the plus icon (+) to add more fields if needed.
Save the Integration: Confirm the setup.
Step 4: Testing the Webhook Connection
Send Test Data: In your lead generation tool, use the "Test" option to send dummy data.
Verify in Zapier: Go back to Zapier and click Test Trigger.
Confirm Data Receipt: You should see the test data (e.g., email, phone number, company name).
Step 5: Configuring the Action in Zapier
Choose Action App: Select HubSpot as the app.
Set Action Event: Choose Create Contact and click Continue.
Connect HubSpot Account:
Click Connect a New Account if not already connected.
Authorize Zapier to access your HubSpot account.
Map Data Fields:
Website: Map to "Website URL."
Email: Map to "Contact Information - Email."
Phone Number: Map to "Contact Information - Phone Number."
Company Name: Map to "Company Name."
Continue and Test: Send a test to HubSpot to ensure data is mapped correctly.
Step 6: Finalizing the Integration
Skip the Test (if needed): If the test data isn’t accepted, skip and proceed.
Publish the Zap: Click Publish to activate the automation.
Step 7: Sending Leads to HubSpot
Select Leads: In your lead generation tool, choose the leads you want to send.
Send to CRM: Click Send to CRM and select the webhook (e.g., "To HubSpot").
Verify in HubSpot:
Go to your HubSpot dashboard.
Refresh your contacts list.
Confirm the new lead has been added successfully.
Conclusion
By following these steps, you can effortlessly connect your lead generation system to HubSpot using Zapier. This integration ensures that your leads are automatically transferred, saving you time and reducing manual data entry.