How to Create HubSpot Contacts for New Salesforce Contacts Using Pabbly Connect

Learn how to automate the creation of HubSpot contacts for new Salesforce contacts using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce and HubSpot Integration

To create HubSpot contacts for new Salesforce contacts, first, access Pabbly Connect. This platform allows seamless integration between various applications, including Salesforce and HubSpot. Start by signing into your Pabbly Connect account or create a new one if you haven’t yet.

Once logged in, navigate to the dashboard and click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation page where you can set up your integration.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the big blue ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create HubSpot Contacts for New Salesforce Contacts’, and click ‘Create’. This sets up a blank workflow for you to configure.

Here, you will see two boxes: one for the trigger and another for the action. The trigger will be Salesforce, and the action will be HubSpot. This means that whenever a new contact is added in Salesforce, it will trigger the creation of a corresponding contact in HubSpot.

• Click on the trigger box and select Salesforce.
• Choose the trigger event as ‘New Contact’.
• Click ‘Connect’ and allow access to your Salesforce account.

After you set up the trigger, make sure to test it to ensure it captures new contacts properly. This is essential for the workflow to function smoothly.

3. Testing the Trigger in Pabbly Connect

After connecting Salesforce, you need to test the trigger to ensure it works correctly. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will fetch the most recent contact added in Salesforce. Ensure you have Salesforce open in another tab for this process.

Once the test is successful, you will see the response from Salesforce in Pabbly Connect. This response includes all the details of the new contact, such as name, email, and phone number. If everything looks good, you can proceed to set up the action.

• Open Salesforce and create a new contact.
• Fill in necessary fields like first name, last name, email, and phone.
• Click ‘Save’ to add the contact.

Return to Pabbly Connect and click ‘Save and Send Test Request’ again to verify that the new contact is captured correctly.

4. Setting Up HubSpot as the Action Application

Next, you will set HubSpot as the action application in Pabbly Connect. Choose HubSpot and select the action event as ‘Create Contact’. This will allow Pabbly Connect to create a contact in HubSpot whenever a new contact is added in Salesforce.

Once you click ‘Connect’, make sure to open your HubSpot account in another tab. Authorize Pabbly Connect to access your HubSpot account by clicking ‘Allow’. This step is crucial for the integration to work correctly.

Select ‘Add New Connection’ and connect with HubSpot CRM. Allow access to complete the connection. Proceed to the mapping step once connected.

After connecting, you will proceed to the mapping step, where you will specify how data from Salesforce should be transferred to HubSpot.

5. Mapping Fields for HubSpot Contacts

Mapping is a critical step in the integration process with Pabbly Connect. Here, you will define how the data from Salesforce corresponds to the fields in HubSpot. Click on each field in HubSpot and select the corresponding data from the Salesforce response.

For instance, map the first name, last name, email, and phone number fields from Salesforce to the respective fields in HubSpot. Ensure you fill in all required fields to avoid errors during the contact creation process.

Select the first name field and map it to the first name from Salesforce. Map the last name, email, and phone fields similarly. Once mapping is complete, click ‘Save and Send Test Request’.

After testing, you will receive confirmation that the contact has been created in HubSpot. Check your HubSpot contacts to verify that the new contact is present without refreshing the page.

Conclusion

In this tutorial, we learned how to automate the creation of HubSpot contacts for new Salesforce contacts using Pabbly Connect. By following the steps outlined, you can streamline your CRM processes and save valuable time. With Pabbly Connect, integrating applications like Salesforce and HubSpot becomes effortless, allowing for effective data management and automation.