Integrate simPRO Customers with HubSpot Using Pabbly Connect

Learn how to seamlessly add simPRO customers to HubSpot as contacts using Pabbly Connect. Follow this step-by-step tutorial for efficient 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. Accessing Pabbly Connect for Integration

To integrate simPRO customers into HubSpot as contacts, start by accessing Pabbly Connect. Navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. This platform is essential for automating the process of adding new customers from simPRO to HubSpot CRM.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up’ button. You will receive 100 free tasks upon account creation. After signing up, log in to your account to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Enter a descriptive name like ‘Create HubSpot Contacts from New simPRO Individual Customers’ and click ‘Create’. This workflow will automate the addition of new simPRO customers to HubSpot CRM.

In the workflow setup, you will see two main sections: Trigger and Action. Select simPRO as your trigger application. The trigger event should be set to ‘New Individual Customer’. This event will initiate the workflow whenever a new customer is created in simPRO.

• Click on ‘Access Now’ for Pabbly Connect.
• Name your workflow appropriately.
• Select ‘New Individual Customer’ as the trigger event.

Once the trigger is set, you will receive a webhook URL. This URL is crucial as it connects simPRO with Pabbly Connect. Copy this URL for the next steps in the integration process.

3. Setting Up Webhook in simPRO

Now, log into your simPRO account to set up the webhook. Navigate to the ‘Settings’ section and then to ‘Setup’. In the setup area, locate the ‘API’ option and click on ‘Webhook Subscriptions’. Here, you will see an option to create a new subscription.

Name your subscription (e.g., ‘New Subscription 123’) and paste the webhook URL you copied from Pabbly Connect into the URL field. Ensure to enable the subscription for individual customers by toggling the relevant switch to the right. Click ‘Create’ to finalize the setup.

• Access the ‘Webhook Subscriptions’ in simPRO settings.
• Paste the copied webhook URL into the subscription settings.
• Enable the subscription for individual customers.

After creating the subscription, return to Pabbly Connect to test the webhook response. This step is crucial for ensuring the integration works correctly.

4. Creating Customers in simPRO

With the webhook set up, it’s time to create a new individual customer in simPRO. Navigate to the ‘People’ section and select ‘Create New Customer’. Fill in the necessary details, such as first name, last name, email address, and phone number. Make sure to include all required fields to ensure the customer is saved correctly.

Once you have entered the customer details, click ‘Save and Finish’. This action will trigger the webhook, and Pabbly Connect should receive the API response confirming the new customer has been created. You will see the customer ID and other details in the response.

Navigate to ‘Create New Customer’ in simPRO. Fill in all required customer details accurately. Click ‘Save and Finish’ to trigger the webhook.

Once the customer is created, check back in Pabbly Connect to confirm that the API response has been received, indicating that the integration is functioning as intended.

5. Adding Customers to HubSpot CRM

After confirming the API response in Pabbly Connect, the next step is to add the customer information to HubSpot CRM. In your Pabbly workflow, add another action step and select HubSpot as the action application. Choose the action event ‘Create a Contact’.

Connect your HubSpot account by clicking on ‘Add New Connection’. Once the connection is established, you will need to map the customer information from simPRO to the appropriate fields in HubSpot. Ensure to map the first name, last name, email address, and phone number correctly.

Select HubSpot as the action application. Map customer information to HubSpot fields. Click ‘Save and Send Test Request’ to finalize the action.

After completing these steps, you should see the customer created in HubSpot under the contacts section. This confirms that the integration has been successful, enabling seamless data transfer between simPRO and HubSpot using Pabbly Connect.

Conclusion

Integrating simPRO customers with HubSpot as contacts using Pabbly Connect streamlines your customer management process. By following the steps outlined in this tutorial, you can automate the addition of new customers from simPRO to HubSpot CRM efficiently. This integration not only saves time but also enhances data accuracy across platforms.