Related guide: CRM Integration via Zapier
Below are the instructions for integrating InstantUploader with HubSpot CRM using Zapier:
HubSpot Integration via Zapier
Comprehensive Guide to Posting Content from InstantUploader to HubSpot CRM via a Zap
1. Access Zapier Settings in InstantUploader:
- Go to the settings menu in InstantUploader and select the "Zapier" option to be redirected to the Zapier integration page.
2. Navigate to Zapier:
- Use the provided link on the InstantUploader Zapier page to go to zapier.com. Once there, you may need to log in or create an account if you haven't already.
3. Create a New Zap:
- On your Zapier dashboard, click on "Create Zap" to start the process.
4. Set Up the Trigger:
- Search for "InstantUploader" in the trigger search bar and select it.
- Choose the "CUD" (Content Create Update Delete) event as the trigger and click "Continue".
- Test the trigger to ensure it's working correctly and then click "Continue".
5. Choose HubSpot as the Action:
- In the action search bar, type "HubSpot" and select it from the list.
- Choose the appropriate action, such as "Create or Update Contact" and click "Continue".
6. Connect to HubSpot:
- You will be prompted to sign in to your HubSpot account to connect it to Zapier. Follow the instructions to authorize the connection.
7. Set Up the HubSpot Action:
- Configure the action by matching the fields from InstantUploader to the corresponding fields in HubSpot. For example, map the full name to the "First Name" and "Last Name" fields and the email to the "Email" field in HubSpot.
- You can find the field names you want to map in your InstantUploader Custom Fields screen.
- Once all fields are mapped, click "Continue".
8. Test and Name Your Zap:
- Test the action to make sure it's working as expected. If the test is successful, you can proceed to name your Zap.
- Click "Publish" to make your Zap live.
9. Activate the Trigger in InstantUploader:
- Return to InstantUploader and go to the "Triggers" section.
- If there's an existing "Send Lead to Zapier" trigger, activate it. If not, create one by clicking "Add Trigger" and configuring it to fire upon lead creation.
10. Create a Test Lead in InstantUploader:
- Manually create a lead in InstantUploader with the necessary details, such as name and email, and save it.
11. Verify the Lead in HubSpot:
- Check your HubSpot CRM to see if the new lead has been added to your contacts.
By following these steps, you can automate the process of sending leads or other content from InstantUploader to HubSpot CRM using Zapier. Remember to adjust the field mappings and trigger settings based on your specific needs and the data you're working with.