Table of Contents
- Synchronize Contact Information in HubSpot and respond.io
- Create or update a contact in HubSpot when a new Contact is added in respond.io.
- Create or update a contact in HubSpot when a Contact is updated in respond.io
- Create or update a Contact in respond.io when a new contact is added in HubSpot
- Update a Contact’s information in respond.io when the Contact is updated in HubSpot
CRM Integration: HubSpot
Updated
by Susan Swier
- Synchronize Contact Information in HubSpot and respond.io
- Create or update a contact in HubSpot when a new Contact is added in respond.io.
- Create or update a contact in HubSpot when a Contact is updated in respond.io
- Create or update a Contact in respond.io when a new contact is added in HubSpot
- Update a Contact’s information in respond.io when the Contact is updated in HubSpot
Synchronize Contact Information in HubSpot and respond.io
Understanding Contact Syncing Logic
There are four tasks that can be automated in order to sync contacts.
Sending data from respond.io to HubSpot
- Create or update a contact in HubSpot when a new Contact is added in respond.io.
- Create or update a contact in HubSpot when a Contact is updated in respond.io.
Sending data from HubSpot to respond.io
- Create or update a Contact in respond.io when a new contact is added in HubSpot.
- Update a Contact's information in respond.io when the Contact is updated in HubSpot.
Create or update a contact in HubSpot when a new Contact is added in respond.io.
When a new Contact is added in respond.io, the Zapier template will automatically search for that contact in Hubspot using the email as the identifier. These are the expected outcomes.
Trigger Event | Conditions | Actions |
New Contact is added in respond.io | Contact exists in HubSpot | Update Contact in HubSpot with new details |
New Contact is added in respond.io | Contact does not exist in HubSpot | Create a new HubSpot Contact |
New Contact is added in respond.io | Contact does not have an email in respond.io | Zap will stop |
Method
- Use a Zapier template
How-to
Use this template:
Template Configuration
Respond.io Trigger
Run the trigger test and continue on to the action.
Filter Action
This template contains a filter so the Zap will only continue if the respond.io Contact’s email address exists. This is because HubSpot has set email as the required identifier to be used by Zapier.
HubSpot Action
Map the fields to be filled in for the newly created Contact. HubSpot has a long list of fields, but email is the only mandatory one. Scroll down and choose any other fields you want to add, e.g., first name, last name, phone number. If you have created Custom Fields in respond.io that match certain HubSpot fields, consider mapping those as well.
Create or update a contact in HubSpot when a Contact is updated in respond.io
When a Contact is updated in respond.io, the Zapier template will automatically search for that contact in Hubspot using the email as the identifier. These are the expected outcomes.
Trigger Event | Conditions | Actions |
Contact is updated in respond.io | Contact exists in HubSpot | Update Contact in HubSpot with new details |
Contact is updated in respond.io | Contact does not exist in HubSpot | Create a new HubSpot Contact |
Contact is updated in respond.io | Contact does not have an email in respond.io | Zap will stop |
Method
- Use a Zapier template
How-to
Use this template:
Template Configuration
Respond.io Trigger
For this trigger, you’ll need to choose which updated fields you want to be included as a trigger. There is the option to select Standard or Custom. For this example, we chose Standard as this would be the best choice for most common use cases. Add all relevant fields by selecting from the dropdown.
Filter Action
This template contains a filter so the Zap will only continue if the respond.io Contact’s email address exists. This is because HubSpot has set email as the required identifier to be used by Zapier.
HubSpot Action
Map the fields to be filled in for the newly created or update Contact. HubSpot has a long list of fields, but the only mandatory field is email. Scroll down and choose any other fields you want to add, e.g., first name, last name, phone number. If you have created Custom Fields in respond.io that match certain HubSpot fields, consider mapping those as well.
Create or update a Contact in respond.io when a new contact is added in HubSpot
When a new contact is added in HubSpot, the Zapier template will automatically search for that contact in respond.io using email as the identifier. These are the expected outcomes.
Trigger Event | Conditions | Actions |
Contact is added in HubSpot | Contact exists in respond.io with an email | Update Contact in respond.io with new details |
Contact is added in HubSpot | Contact does not exist in respond.io | Create a new respond.io Contact |
Contact is added in HubSpot | Contact exists in respond.io without an email | Create a new respond.io Contact* |
*If you recognize this has happened, you can merge the contacts.
Method
- Use a Zapier template
How-to
Use this template:
Template Configuration
HubSpot Trigger
Select your HubSpot account and set up the trigger. For most use cases, simply select Continue. If you have custom fields you want to add, select these from the Additional Properties dropdown.
Respond.io Action
Select email as the Identifier Type. Map the other fields with the information you want from HubSpot, e.g., first name, last name, phone number.
Update a Contact’s information in respond.io when the Contact is updated in HubSpot
When a new Contact is added in HubSpot, the Zapier template will automatically search for that contact in respond.io using email as the identifier. These are the expected outcomes.
Trigger Event | Conditions | Actions |
Contact is updated in HubSpot | Contact exists in respond.io with an email | Update Contact in respond.io with new details |
Contact is updated in HubSpot | Contact does not exist in respond.io | Create a new respond.io Contact |
Contact is updated in HubSpot | Contact exists in respond.io without an email | Create a new respond.io Contact* |
*If you recognize this has happened, you can merge the contacts.
Method
Use a Zapier template
How-to
Use this template:
Template Configuration
HubSpot Trigger
Select your HubSpot account and set up the trigger. For most use cases, simply select Continue. If you have custom fields you want to add, select these from the Additional Properties dropdown.
Respond.io Action
Select email as the Identifier Type because HubSpot uses email as the required identifier for Zapier. Map the other fields with the information you want from HubSpot, e.g., first name, last name, phone number.
