How to Send Pabbly Subscription Billing Details to HubSpot Using Pabbly Connect

Learn how to integrate Pabbly Connect with HubSpot using Pabbly Connect. Follow this step-by-step guide for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect by navigating to the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free. If you’re a new user, click on ‘Sign Up’ to create an account, which provides you with 100 free tasks to explore the platform.

Once logged in, you will be directed to the dashboard. From here, click on the ‘Create Workflow’ tab located on the right side. A dialog box will prompt you to name your workflow. Since our goal is to send Pabbly Subscription Billing details to HubSpot, input an appropriate name and click ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow in Pabbly Connect. The trigger application is Pabbly Subscription Billing, and the event that initiates the workflow is ‘Invoice Created’. Select Pabbly Subscription Billing as the trigger application, then choose the trigger event.

• Select ‘Invoice Created’ as the trigger event.
• Copy the provided webhook URL from Pabbly Connect.
• Log in to your Pabbly Subscription Billing account and navigate to the dashboard.

Once you’ve copied the webhook URL, go to the settings in your Pabbly Subscription Billing dashboard and add a new webhook. Paste the copied URL, name the webhook, and select the relevant products and plans. Finally, save the webhook settings to complete the trigger setup.

3. Creating an Invoice to Test the Trigger

Next, we need to create a test invoice to ensure that our trigger works correctly within Pabbly Connect. Navigate to the products section in your Pabbly Subscription Billing account and select a product to purchase. Fill in the required details such as first name, last name, email address, and billing information.

• Enter customer information including name and email.
• Provide payment details and click ‘Complete Order’.

After completing the order, return to Pabbly Connect to see if the webhook has received the API response. This response will contain important details like user ID, amount, and product name, confirming that the trigger has been successfully activated.

4. Setting Up HubSpot Integration in Pabbly Connect

With the trigger successfully tested, we can now set up the action to create a deal in HubSpot using Pabbly Connect. Select HubSpot as the action application and choose the action event as ‘Create a Deal’. Connect your HubSpot account to Pabbly Connect, allowing it to access your HubSpot CRM data.

In the action setup, map the necessary fields such as deal name, amount, and currency from the previous steps. Ensure that you check if the contact already exists in HubSpot by searching for the email address. This verification step is crucial to avoid duplicate entries.

Utilize the filter feature in Pabbly Connect to ensure that a deal is only created if the contact exists in HubSpot. If the contact is found, proceed to create the deal with the mapped details, ensuring that all necessary information is included for accurate record-keeping.

5. Finalizing the Integration and Testing

After setting up the deal creation, it’s time to finalize the integration in Pabbly Connect. Once the deal is created, you can add the contact to the deal by mapping the contact ID from the previous search. This step ensures that the relevant contact is associated with the newly created deal.

Finally, test the entire workflow by creating another invoice in Pabbly Subscription Billing. After completing the order, wait for a minute to allow the automation to process, then check HubSpot for the newly created deal. You should see all the details populated correctly, confirming that the integration works as intended.

This comprehensive integration process showcases how Pabbly Connect facilitates seamless automation between Pabbly Subscription Billing and HubSpot, enhancing your workflow efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Pabbly Subscription Billing details to HubSpot. By following the specific steps outlined, you can automate your workflow and improve efficiency in managing subscriptions and deals.