How to Create Contacts in HubSpot CRM for New WordPress Users Using Pabbly Connect

Learn how to seamlessly create contacts in HubSpot CRM for new WordPress users using Pabbly Connect. Follow our step-by-step guide for integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create contacts in HubSpot CRM for new WordPress users, start by accessing Pabbly Connect. Open your browser and type Pabbly.com. You will arrive at the Pabbly website, where you can easily navigate to the products section.

Click on Pabbly Connect to access the integration tool. If you are a new user, click on the Sign Up for Free button to create an account. For existing users, simply click Sign In to log into your account. Once logged in, you will see the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, the next step is to create a workflow. Click on the plus sign and select Create Workflow. You will be prompted to name your workflow; enter a name like ‘Create Contacts in HubSpot CRM for New WordPress Users’ and click Create.

• Select WordPress as the trigger application.
• Choose User Registers as the trigger event.
• Copy the provided webhook URL for integration.

Once you have set the trigger, you will see a webhook URL generated by Pabbly Connect. This URL will be used in your WordPress account to capture new user registrations.

3. Setting Up WordPress for New User Registrations

Now, navigate to your WordPress dashboard and go to the Settings option on the left sidebar. Under settings, find and click on WP Webhooks. This is where you will set up the webhook to send data to Pabbly Connect.

In the WP Webhooks section, click on Add Webhook URL. Enter a name for the webhook, such as ‘HubSpot Integration’, and paste the webhook URL you copied earlier from Pabbly Connect. Click on Add to finalize the setup. Now, every time a new user registers on your WordPress site, the webhook will trigger and send the user data to Pabbly Connect.

4. Testing the Integration with Pabbly Connect

To ensure that the integration is working, you need to test it by registering a new user on your WordPress site. Open the registration page in incognito mode and fill in the user details. For example, you can enter the name as ‘Support Customer’ and provide a valid email address.

• Fill in the first name and last name.
• Provide a username and email address.
• Set a password and fill in the address details.

After submitting the registration form, return to Pabbly Connect. You should see the captured response with all user details. This confirms that Pabbly Connect has successfully received the data from your WordPress site.

5. Creating Contacts in HubSpot CRM

With the user details captured, the next step is to create a contact in HubSpot CRM. In Pabbly Connect, select HubSpot CRM as the action application and choose Create Contact as the action event. Click on Connect to link your HubSpot account.

Once connected, you will need to map the fields from the previous step to the corresponding fields in HubSpot. For instance, map the first name, last name, email, and other relevant details. After mapping, click on Save and Send Test Request. If successful, you will see a confirmation that a new contact has been created in HubSpot CRM.

Conclusion

In conclusion, using Pabbly Connect to create contacts in HubSpot CRM for new WordPress users is a straightforward process. By following the steps outlined in this tutorial, you can automate your workflow effectively. This integration not only saves time but also ensures that your customer data is accurately captured and organized in HubSpot CRM.