Automate HubSpot CRM Contacts with Notion Database Using Pabbly Connect

Learn how to seamlessly integrate Notion with HubSpot CRM using Pabbly Connect. Automate your lead management process effortlessly! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating the process of adding contacts to HubSpot CRM from Notion database items, start by accessing Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

If you’re a new user, sign up for a free account at Pabbly Connect. Existing users can simply log in. Once logged in, you will be taken to the Pabbly Connect dashboard where you can start creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. You will need to give your workflow a descriptive name, such as ‘When lead is added in Notion, add contact in HubSpot CRM as well’.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Select ‘Notion’ as the Trigger application and ‘HubSpot CRM’ as the Action application.

This setup indicates that whenever a new lead is added in Notion, the same contact will be created in HubSpot CRM through Pabbly Connect.

3. Connecting Notion to Pabbly Connect

Next, you will need to connect your Notion account to Pabbly Connect. Click on the ‘Connect’ button, then select ‘Add New Connection’ and choose ‘Connect with Notion’. You will be prompted to grant permission to access your Notion account.

Make sure to select the page that contains your leads data. For example, if your page is titled ‘My All Leads’, select it. After granting access, Pabbly Connect will capture the most recent entry from your Notion database.

4. Setting Up HubSpot CRM in Pabbly Connect

Once the Notion connection is established, proceed to set up HubSpot CRM. Click on the button to connect HubSpot and select your account. After authorization, you will need to map the fields from Notion to HubSpot CRM.

• Map the first name, last name, email, and phone number fields from Notion to the corresponding fields in HubSpot.
• Make sure to enable the mapping button before proceeding.
• Leave any non-essential fields blank if you do not wish to send data to them.

This mapping process ensures that whenever a new lead is added in Notion, Pabbly Connect will automatically create a corresponding contact in HubSpot CRM with the correct details.

5. Testing the Integration

After setting up the mappings, it’s crucial to test the integration to ensure everything is working correctly. Click on the ‘Save and Send Test Request’ button to send a test entry from Notion to HubSpot CRM.

Check your HubSpot CRM to confirm that the contact has been created successfully. If you see the new contact with the details you mapped, it confirms that Pabbly Connect has successfully handled the integration.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By following these steps, you can automate the process of adding contacts to HubSpot CRM from Notion database items using Pabbly Connect. This integration saves time and ensures that your lead management is streamlined.