CRM Integration: HubSpot
Business Goal 1: Synchronize Contact information in HubSpot and YesHello
Synchronize Contact Information in HubSpot and YesHello
Understanding Contact Syncing Logic
There are four tasks that can be automated in order to sync contacts.
Sending data from YesHello to HubSpot
Create or update a contact in HubSpot when a new Contact is added in YesHello.
Create or update a contact in HubSpot when a Contact is updated in YesHello.
Sending data from HubSpot to YesHello
Create or update a Contact in YesHello when a new contact is added in HubSpot.
Update a Contact's information in YesHello when the Contact is updated in HubSpot.
Create or update a contact in HubSpot when a new Contact is added in YesHello.
When a new Contact is added in YesHello, 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 YesHello
Contact exists in HubSpot
Update Contact in HubSpot with new details
New Contact is added in YesHello
Contact does not exist in HubSpot
Create a new HubSpot Contact
New Contact is added in YesHello
Contact does not have an email in YesHell
Zap will stop
Method
Use a Zapier template
How-to
Template Configuration
YesHello Trigger
First, follow the steps to set up a YesHello Zapier integration here to configure the trigger.
Run the trigger test and continue on to the action.
Filter Action
Filters by Zapier and multi-step Zaps are only available on Zapier’s Starter plan and above.
This template contains a filter so the Zap will only continue if the YesHello 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 YesHello that match certain HubSpot fields, consider mapping those as well.
Create or update a contact in HubSpot when a Contact is updated in YesHello
When a Contact is updated in YesHello, 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 YesHello
Contact exists in HubSpot
Update Contact in HubSpot with new details
Contact is updated in YesHello
Contact does not exist in HubSpot
Create a new HubSpot Contact
Contact is updated in YesHello
Contact does not have an email in YesHello
Zap will stop
Method
Use a Zapier template
How-to
Template Configuration
YesHello Trigger
First, follow the steps to set up a YesHello Zapier integration here to configure the 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
Filters by Zapier and multi-step Zaps are only available on Zapier’s Starter plan and above.
This template contains a filter so the Zap will only continue if the YesHello 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 YesHello that match certain HubSpot fields, consider mapping those as well.
Create or update a Contact in YesHello 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 YesHello using email as the identifier. These are the expected outcomes.
Trigger Event
Conditions
Actions
Contact is added in YesHello
Contact exists in YesHello with an email
Update Contact in YesHello with new details
Contact is added in YesHello
Contact does not exist in YesHello
Create a new YesHello Contact
Contact is added in YesHello
Contact exists in YesHello without an email
Create a new YesHello Contact
*If you recognize this has happened, you can merge the contacts.
Method
Use a Zapier template
How-to
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.
YesHello Action
First, follow the steps to set up a YesHello Zapier integration here to configure the trigger
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 YesHello 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 YesHello using email as the identifier. These are the expected outcomes.
Trigger Event
Conditions
Actions
Contact is updated in HubSpot
Contact exists in YesHello with an email
Update Contact in YesHello with new details
Contact is updated in HubSpot
Contact does not exist in YesHello
Create a new YesHello Contact
Contact is updated in HubSpot
Contact exists in YesHello without an email
Create a new YesHello Contact*
*If you recognize this has happened, you can merge the contacts.
Method
Use a Zapier template
How-to
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.
YesHello Action
First, follow the steps to set up a YesHello Zapier integration here to configure the trigger
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.
💡Have a question?
If you have a question, feel free to contact our support team here
Last updated
