How to Create Trello Cards from New HubSpot Form Submissions Using Pabbly Connect

Learn how to automate the creation of Trello cards from new HubSpot form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for HubSpot and Trello Integration

Pabbly Connect serves as a powerful integration platform that automates the process of creating Trello cards from new HubSpot form submissions. This integration eliminates the need for manual data entry, allowing users to enhance productivity and efficiency. By utilizing Pabbly Connect, you can seamlessly connect HubSpot with Trello, ensuring that every new form submission is converted into a Trello card automatically.

To begin, sign up for a free Pabbly Connect account. Once registered, access the Pabbly Connect dashboard, where you can create workflows that automate your tasks. This guide will walk you through the exact steps to set up the integration between HubSpot and Trello using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Start by logging into your Pabbly Connect account. On the dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Trello Cards from HubSpot Form Submission’. After naming your workflow, click the ‘Create’ button to proceed to the workflow setup page.

• Click on the ‘Trigger’ module to set the initial action.
• Select HubSpot as the application and choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL to connect with HubSpot.

With these steps completed, you are now prepared to set up the HubSpot side of the integration. This involves configuring HubSpot to send form submission data to the webhook URL provided by Pabbly Connect.

3. Setting Up HubSpot for Form Submission

Log into your HubSpot account and navigate to the Automation section. Click on ‘Workflows’ and then select ‘Create Workflow’. Choose the option to create a workflow from scratch and select ‘Blank Workflow’. After that, click on ‘Next’ to proceed.

In the workflow editor, click on ‘Set Up Triggers’. Choose the trigger type as ‘Form Submission’. From the dropdown, select the specific form you want to use, such as ‘Complaint Form I’. After selecting the form, click on ‘Apply Filter’ and then save the trigger.

Next, you need to add an action by clicking on the plus icon. Choose ‘Send a Webhook’ as your action and paste the webhook URL from Pabbly Connect. Make sure to save your workflow and turn it on, which will allow HubSpot to send data to Pabbly Connect whenever a form is submitted.

4. Testing the Connection Between HubSpot and Pabbly Connect

Now that your HubSpot workflow is set up, it’s time to test the connection. Perform a test submission on the form you configured. Fill out the form with sample data and submit it. This step is crucial as it will allow Pabbly Connect to capture the data sent from HubSpot.

After submitting the form, return to your Pabbly Connect workflow and check if the data has been received. You should see the form submission details, including fields like name, email, and issue description. This confirms that the connection between HubSpot and Pabbly Connect is working correctly.

5. Creating a Trello Card with Pabbly Connect

With the connection established, the final step is to create a Trello card using the captured data. In your Pabbly Connect workflow, add a new action and select Trello as the application. Choose the action event ‘Create Card’. You will need to connect your Trello account by entering your Trello username, API key, and token.

After connecting Trello, select the board and list where you want the card to be created. Map the fields from the HubSpot form submission to the Trello card fields. For instance, use the name from the form as the card title and the issue description as the card’s description. Finally, click ‘Save and Send Test Request’ to create the card.

Upon successful creation, you should see the new Trello card appear in your selected board. This demonstrates how Pabbly Connect effectively automates the process of transferring data from HubSpot to Trello, streamlining your workflow.

Conclusion

In this tutorial, we explored how to utilize Pabbly Connect to automatically create Trello cards from new HubSpot form submissions. This integration not only saves time but also enhances workflow efficiency. By following the steps outlined, you can set up this automation and improve your productivity seamlessly.