Zapier

SolidNexus - HubSpot integration

April 11, 2021 (16 days ago)☕ 5 min read

Zapier connects SolidNexus to many apps using triggers and actions to automate work between SolidNexus and other apps. For example, when there's a new contact in SolidNexus (trigger), you can add the contact to HubSpot (action) using Zapier.

The Zapier integration within SolidNexus is available to all SolidNexus customers, including a free tier. The integration requires a Zapier account, and certain apps integrated with Zapier may require a paid Zapier subscription. Review Zapier's pricing page for more information.

Install the HubSpot - Zapier integration

  • In your HubSpot account, click the Marketplace icon in the main navigation bar. Under Manage, select Connected apps.
  • In the upper right, click Visit App Marketplace.
  • Use the search bar to find the Zapier integration.
  • Click Install app.
  • Click Log in to sign into your existing Zapier account, or Sign up to create a new Zapier account.
  • To complete the integration setup, create your first Zap.

Create a Zap

  • Log in to your Zapier account.

  • In the upper left, click MAKE A ZAP

  • First, select the app you want to use for your trigger .

    • You want SolidNexus to trigger an action in HubSpot app, so select SolidNexus.Choose Trigger app
  • Next, select New Contact in Choose an event dropdown menu, then click Continue.

    • If you're using SolidNexus for your trigger and have never connected your Zapier account to SolidNexus, you'll be prompted to connect your SolidNexus account. Then, click Continue.
  • Once connected, you'll be prompted to test your trigger, then click Continue.

  • Select the app you want to use for your action.

    • You want to add a new SolidNexus contact to HubSpot (action), so select HubSpot
  • Next, select Find Contact in Choose an event dropdown menu, then click Continue.

    • If you're using HubSpot for your action and have never connected your Zapier account to HubSpot, you'll be prompted to connect your HubSpot account. Then, click Continue.
  • Once connected, you'll be prompted to test your trigger, then click Continue.

  • Next, you'll be promted to set up your action:

    • Select Contact Information: Email in First Search Property Name dropdown menu.
    • Select Email in First Search Property Value dropdown menu.SetUp Action
  • Next, check the checkbox Create HubSpot Contact if it doesn’t exist yet? and do the mapping between HubSpot and SolidNexus fields.

    • the minimal mapping should include the following fields:
    HubSpotSolidNexus
    Contact Information: EmailEmail
    Contact Information: First NameFirst Name
    Contact Information: Last NameLast Name
    Contact Information: Job TitleJob Title
    Contact Information: Company NameOrganization
    Contact Information: Website URLWebsite
    Contact Information: Mobile Phone NumberMobile Phone
    Contact Information: Phone NumberMain Phone
    Contact Information: Fax NumberBusiness Fax
    Contact Information: Street AddressAddress Street
    Contact Information: CityAddress City
    Contact Information: State/RegionAddress State
    Contact Information: Postal CodeAddress Postal Code
    Contact Information: Country/RegionAddress Country Or Region
    • After the mapping step, you'll be prompted to test your action, then click Continue.
    • Finally, name your Zap and enable it to receive events from SolidNexus.