Send Leads from WhatConverts to HubSpot

Create a Zapier workflow that automatically sends new leads from WhatConverts to HubSpot as contacts.

Before You Begin

Make sure you have:

• Completed the setup steps in the Connect WhatConverts to HubSpot article
• Created a Custom Property for Lead ID
• A Zapier account
• Your WhatConverts API key:
  • For Master Account integrations: Generate a Master API Key
  • For Profile integrations: Generate a Profile API Key
• Your HubSpot account connected to Zapier

Create Your Lead to Contact Workflow

To build your Zapier workflow for sending leads from WhatConverts to HubSpot:

Step 1: Set Up the Trigger

1. Log in to your Zapier account.
2. In the left-hand menu, click "+ Create", then click "Zaps".
3. Use the AI Copilot to enter the integration you are setting up, or use the Trigger Box and search for "WhatConverts".
4. Choose "New Lead" as the trigger event. Click "Continue".
5. Connect your WhatConverts account using your Profile ID and Secret Token.
6. Test the trigger to verify the connection works and review sample lead data.

Step 2: Create a Contact in HubSpot

1. Click the Action step to select a platform.
2. Search for and select "HubSpot". Choose "Create or Update Contact" as the action, then click "Continue".
3. If not already connected, sign in to your HubSpot account and select "Allow".
4. Map any desired fields from the WhatConverts lead (Step 1).
5. Test this step by creating a test contact in HubSpot and verifying that the contact appears correctly.

Activate Your Workflow

Once you've successfully tested all steps:

1. Review the entire workflow to ensure all mappings are correct.
2. Verify the Lead ID custom property is properly mapped.
3. Click "Publish" to activate the Zap.
4. Monitor the first few leads that come through to ensure contacts are created correctly.

Understand the Lead ID Storage

When this workflow creates a contact in HubSpot, it stores the WhatConverts Lead ID in the custom property you created. This Lead ID is crucial for the reverse workflow that sends sales data from HubSpot back to WhatConverts. With this ID stored, future workflows can directly update the correct lead in WhatConverts without needing to search by phone or email.

Related Topics

• What is the HubSpot Integration?
• Connect WhatConverts to HubSpot
• Understand the HubSpot Integration
• Send Quote and/or Sales Value from HubSpot to WhatConverts
• Validate and Troubleshoot Your HubSpot Integration