Integrating Simo and HubSpot with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Simo form submissions with HubSpot using Pabbly Connect. Automate your workflow effortlessly with this detailed tutorial. 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

Setting Up Pabbly Connect for Simo and HubSpot Integration

To start integrating Simo with HubSpot, we first need to set up Pabbly Connect. This platform allows us to automate workflows seamlessly. Begin by signing up for a free account on Pabbly Connect and logging into your dashboard.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Simo to HubSpot’ and click on the create button. This will open the workflow editor where you can set triggers and actions.

Setting Up the Trigger with Simo Form Submissions

In this step, we will establish the trigger that initiates the automation. Select Pabbly Connect as the integration platform and choose Simo as your app. In the trigger event dropdown, select ‘New Form Submission’.

Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Simo website settings. Under the application settings, click on ‘Add an Application’ and select the option to connect a webhook. Paste the copied URL into the destination URL field, select the event as ‘New Form Submission’ and click ‘Save’.

• Go to Simo website settings.
• Click on Add an Application and select connect webhook.
• Paste the webhook URL and select the event.

After saving, your Simo form is now connected to Pabbly Connect. Whenever a new form submission occurs, the data will be sent to Pabbly Connect, triggering the automation.

Connecting HubSpot to Pabbly Connect

Next, we will connect HubSpot to Pabbly Connect. In the action step of your workflow, choose HubSpot as the app. Select the action event as ‘Search Contact’ to look for existing contacts using the email address from the Simo form.

Click on ‘Connect’ to link your HubSpot account with Pabbly Connect. If you are already logged into HubSpot, it will automatically detect your account. Select it and proceed to map the email address field from the Simo form submission to search for existing contacts.

• Choose the action event as ‘Search Contact’.
• Map the email address from the form submission.
• Test the connection to ensure it works.

Once the connection is established, Pabbly Connect will search for the contact based on the email address provided in the Simo form submission.

Updating or Creating Contacts in HubSpot

After searching for the contact, we need to determine whether to update an existing contact or create a new one. If the contact exists, we will update their details. For this, add a router step in Pabbly Connect to handle the two conditions: if the contact exists or does not exist.

Set up a filter condition that checks if the result ID from the HubSpot search action exists. If it does, proceed to update the contact. Choose the ‘Update Contact’ action in HubSpot, map the fields from the Simo submission to the corresponding fields in HubSpot, and click ‘Save’.

Add a router step to check contact existence. Map the fields for the update action. Save the action to finalize the update.

If the contact does not exist, use the ‘Create Contact’ action in HubSpot to add a new contact using the details from the Simo form submission.

Testing Your Automation with Pabbly Connect

Finally, it’s time to test the automation. Submit a test entry through your Simo form to see if the integration works as expected. Check the Pabbly Connect history to confirm that the submission triggered the workflow and that the contact was either updated or created in HubSpot.

Review the HubSpot CRM to ensure the contact details reflect the information provided in the Simo form. If everything is set correctly, you will see the new or updated contact with the correct details in HubSpot.

Adjust any settings in Pabbly Connect as necessary to perfect your workflow. This automation will now run smoothly, ensuring all new Simo form submissions are managed effectively in HubSpot.

Conclusion

In this tutorial, we explored how to integrate Simo with HubSpot using Pabbly Connect. By automating the process of managing contacts, you can save time and enhance efficiency in your workflow.

Utilizing Pabbly Connect for this integration not only streamlines your operations but also ensures that all data is accurately captured and managed in real-time. Implement this setup today to leverage the full potential of your applications.