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Turn Every Website Inquiry into a CRM Contact

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating See CRM with HubSpot CRM, access Pabbly Connect by visiting pabbl.com/connect. This platform allows you to automate workflows between different applications.

Once on the landing page, look for the option to sign up for free. Click on this button to create an account and explore the features of Pabbly Connect. You can also apply a discount coupon during subscription for better pricing.

2. Setting Up Trigger in Pabbly Connect

In your Pabbly Connect dashboard, begin by creating a new workflow. The first step is to set a trigger. For this, click on the ‘Add Trigger’ button and search for Typeform.

Select Typeform as the trigger application.
Choose ‘New Entry’ as the event.
Connect your Typeform account to Pabbly Connect.

After connecting, select the specific form you want to use for this integration. Save your settings to proceed with the workflow.

3. Testing the Trigger with Typeform

Once the trigger is set up, it’s crucial to test it. Use the Typeform link to submit a test entry. For instance, fill in the form with the name “Jane” and other details.

After submission, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button. Ensure the response format is set to advanced to capture the data correctly.

4. Adding Action Step to Create HubSpot Contact

Next, add an action step in Pabbly Connect to create a new contact in HubSpot. Search for HubSpot CRM and select it as the action application.

Choose ‘Create Contact’ as the event.
Connect your HubSpot account to Pabbly Connect.
Map the necessary fields from the Typeform submission to HubSpot.

After mapping, save your settings and test the action to ensure the contact is created successfully in HubSpot.

5. Conclusion and Next Steps

In this tutorial, we demonstrated how to integrate See CRM with HubSpot CRM using Pabbly Connect. This powerful automation tool allows for seamless data transfer with minimal manual intervention.

By following the steps outlined, you can ensure that every inquiry submitted via Typeform is automatically added as a contact in HubSpot CRM. Try Pabbly Connect today to streamline your workflows and increase productivity!