CRM Integration: HubSpot

Business Goal 1: Synchronize Contact information in HubSpot and AELYST.

Synchronize Contact Information in HubSpot and AELYST

Understanding Contact Syncing Logic

There are four tasks that can be automated in order to sync contacts.

Sending data from AELYST to HubSpot

• Create or update a contact in HubSpot when a new Contact is added in AELYST.

• Create or update a contact in HubSpot when a Contact is updated in AELYST.

Sending data from HubSpot to AELYST

• Create or update a Contact in AELYST when a new contact is added in HubSpot.

• Update a Contact's information in AELYST when the Contact is updated in HubSpot.

Create or update a contact in HubSpot when a new Contact is added in AELYST.

When a new Contact is added in AELYST, the Zapier template will automatically search for that contact in Hubspot using the email as the identifier. These are the expected outcomes.

Method

• Use a Zapier template

How-to

Use this template:

• Create or update contacts in HubSpot when new contacts are added in AELYST

Template Configuration

AELYST Trigger

First, follow the steps to set up a AELYST 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 AELYST 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 AELYST that match certain HubSpot fields, consider mapping those as well.

Create or update a contact in HubSpot when a Contact is updated in AELYST

When a Contact is updated in AELYST, the Zapier template will automatically search for that contact in Hubspot using the email as the identifier. These are the expected outcomes.

Method

• Use a Zapier template

How-to

Use this template:

• Create or update contacts in HubSpot when they are newly-updated in AELYST

Template Configuration

AELYST Trigger

First, follow the steps to set up a AELYST Zapier integration here.

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 AELYST 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 AELYST that match certain HubSpot fields, consider mapping those as well.

Create or update a Contact in AELYST 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 AELYST using email as the identifier. These are the expected outcomes.

*If you recognize this has happened, you can merge the contacts.

Method

• Use a Zapier template

How-to

Use this template:

• Create or update contacts in AELYST when new contacts are added in HubSpot

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.

AELYST Action

First, follow the steps to set up a AELYST Zapier integration here.

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 AELYST 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 AELYST using email as the identifier. These are the expected outcomes.

*If you recognize this has happened, you can merge the contacts.

Method

Use a Zapier template

How-to

Use this template:

• Add new recent updates to HubSpot contacts to AELYST

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.

AELYST Action

First, follow the steps to set up a AELYST Zapier integration here.

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.