Learn how to integrate MailerLite subscribers to HubSpot CRM using Pabbly Connect with custom fields. Follow this step-by-step tutorial for seamless automation. 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 Integration
To integrate MailerLite subscribers into HubSpot CRM using Pabbly Connect, start by accessing the Pabbly Connect dashboard. This platform serves as a bridge between various applications, enabling seamless data transfer.
If you’re new to Pabbly Connect, sign up for a free account at Pabbly.com/connect. Existing users can simply log in to access their dashboard and begin setting up the integration.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, click on the blue ‘Create Workflow’ button to initiate the integration process. Name your workflow something descriptive, like ‘Sync MailerLite Subscribers with HubSpot CRM’.
In the workflow setup, you’ll see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens as a result. For this integration, choose MailerLite as the Trigger app and HubSpot CRM as the Action app.
- Select ‘MailerLite’ as the Trigger application.
- Choose ‘New Subscriber’ as the Trigger event.
- Connect your MailerLite account using the provided API key.
After setting the Trigger, you will be prompted to test the connection, ensuring that Pabbly Connect can successfully communicate with MailerLite.
3. Setting Up MailerLite for Subscriber Collection
Next, create a form in MailerLite to collect subscriber information. This form will include custom fields that you want to sync with HubSpot CRM. Access your MailerLite dashboard and navigate to the Forms section.
Here, you will create a new form, adding fields like name, email, and any custom fields necessary for your business. For instance, you might want to include a field for the traveling city.
- Create a form named ‘Travel Inquiry Form’.
- Add fields for email, first name, last name, phone number, and traveling city.
- Save the form and ensure double opt-in is disabled for testing.
Once your form is ready, you can share it via social media to start collecting subscribers. Each submission will trigger the integration in Pabbly Connect.
4. Configuring HubSpot CRM to Receive Data
After you have set up your MailerLite form, the next step is to configure HubSpot CRM to receive the subscriber data. In Pabbly Connect, select HubSpot as the Action application.
You will need to connect your HubSpot account to Pabbly Connect by authorizing access. This allows Pabbly Connect to create new contacts in your HubSpot CRM automatically.
Choose ‘Create Contact’ as the Action event. Map the fields from MailerLite to HubSpot, including email, name, and custom fields. Test the Action to ensure data flows correctly into HubSpot.
By mapping the correct fields, you ensure that every new subscriber from MailerLite is automatically added to HubSpot CRM with all relevant information, making your follow-up process seamless.
5. Finalizing the Integration and Testing
With both MailerLite and HubSpot configured, it’s time to finalize the integration in Pabbly Connect. Perform a test submission on your MailerLite form to see if the data appears in HubSpot CRM.
After submitting a test entry, return to Pabbly Connect and check the data captured from MailerLite. Ensure that all fields, including custom fields like the traveling city, are correctly populated.
Verify that the contact appears in HubSpot with accurate details. Check for any missing fields and adjust mappings if necessary. Once confirmed, activate the workflow for continuous operation.
After activation, Pabbly Connect will handle all future submissions automatically, ensuring that your HubSpot CRM is always up-to-date with the latest subscriber information.
Conclusion
In this tutorial, you learned how to integrate MailerLite subscribers into HubSpot CRM using Pabbly Connect. This automation allows for efficient data management, ensuring that your CRM is always updated without manual effort. By following these steps, you can streamline your subscriber management process and focus more on engaging with your audience.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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