Integrate HubSpot with Simvoly Using Pabbly Connect: A Step-by-Step Guide

Learn how to create HubSpot contacts from Simvoly form submissions using Pabbly Connect. This detailed guide walks you through the entire process step-by-step. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for HubSpot and Simvoly Integration

To begin the integration process, first, access Pabbly Connect. This platform allows you to automate the connection between HubSpot and Simvoly seamlessly. Start by signing up for a free account on Pabbly Connect and logging into your dashboard.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Simvoly to HubSpot,’ and click on the ‘Create’ button to proceed. This sets the stage for integrating your applications.

2. Setting Up Simvoly Form Submission Trigger in Pabbly Connect

In the workflow, the first step is to select Simvoly as the trigger app. Choose the trigger event as ‘New Form Submission’. This allows Pabbly Connect to listen for any new submissions from your Simvoly form. using Pabbly Connect

• Select ‘Simvoly’ from the app list.
• Choose the trigger event ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Simvoly website settings and add this webhook URL under the application settings. By doing this, every time a new form is submitted, the data will be sent to Pabbly Connect, triggering your workflow.

3. Searching for Existing Contacts in HubSpot Using Pabbly Connect

After setting up the trigger, the next step is to search for existing contacts in HubSpot using the email address collected from the Simvoly form. In the action step of your workflow, select HubSpot as the action app. using Pabbly Connect

Choose the action event as ‘Search Contact’. This will allow Pabbly Connect to check if the submitted email already exists in your HubSpot CRM. Connect your HubSpot account to Pabbly Connect, and map the email address from the form submission to the search value in HubSpot.

4. Conditional Routing: Update or Create Contact in HubSpot

To handle both scenarios — whether the contact exists or not — you will set up conditional routing in Pabbly Connect. Use the router feature to create two branches: one for existing contacts and another for new contacts. using Pabbly Connect

For the first branch, set a filter condition based on the existence of the contact ID. If the contact exists, use the ‘Update Contact’ action in HubSpot. Map the necessary fields such as first name, last name, and city to update the existing contact details.

• Select ‘Update Contact’ from HubSpot in the action step.
• Map the contact ID and other relevant fields.
• Save and test this step to ensure it updates correctly.

For the second branch, if the contact does not exist, select ‘Create Contact’ in HubSpot as the action. Map the collected details from the Simvoly form to create a new contact in HubSpot.

5. Testing the Automation Workflow in Pabbly Connect

Once both branches are set up, it’s crucial to test your automation. First, submit a new entry through your Simvoly form to trigger the workflow. Check the history section in Pabbly Connect to see if the automation executed correctly. using Pabbly Connect

If the contact already exists, verify that the details are updated in HubSpot. If it’s a new contact, ensure that a new entry is created in HubSpot with the correct details. This testing phase ensures that your integration is functioning as intended.

Conclusion

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

In conclusion, using Pabbly Connect, you can automate the process of creating or updating HubSpot contacts based on Simvoly form submissions. This integration streamlines your workflow, saving time and ensuring data accuracy.