Integrations

  1. Home
  2. Docs
  3. Integrations
  4. HubSpot CRM Integration

HubSpot CRM Integration

HubSpot CRM is a web-based CRM tool. WhatConverts integrates with HubSpot CRM through Zapier to send leads directly into the CRM software.

The first step for integrating WhatConverts with HubSpot CRM is to create a Zapier account and connect your WhatConverts account. Click on the following for instructions on how to connect WhatConverts with Zapier.

Adding Phone Call Leads to HubSpot CRM

1Log into Zapier and click “Make a Zap“. Select “WhatConverts” as your Trigger App and “New Lead” as the Trigger. Connect your WhatConverts account continue through to Pull in Samples. Once the test is successful, click “Continue”.

2Add a step and select “Filter” as the app. Select “Only continue if…” as the filter. From the drop-down menu select “Lead Type“, “(Test) Exactly matches” and type in “Phone Call“.

Hubspot crm filter

Click “Continue“.

3Add “HubSpot CRM” as the Action App and “Create or Update Contact” as the Action. Connect your HubSpot CRM account and click “Continue“. Set up the HubSpot CRM template:

Contact Email: Select your “Caller Number” from Step 1 then type in “@donotreply.com“.
Contact email Hubspot

    Note: HubSpot CRM requires an email address to create a contact. Adding @donotreply.com allows for your phone calls from WhatConverts to be instantly imported as contacts into HubSpot CRM. You can update their email address in HubSpot CRM after the contact is created.

First Name: Caller Name
First Name Template field in Zapier
Phone Number: Caller Number
Caller Number Hubspot
City: Caller City
Caller City Template Field in Zapier

Country: Caller Country
Caller country
Message: Type in then select “Source“, “Medium“, “Campaign“, “Keyword“, “Content“, “Lead URL” and “Landing URL“.
Hubspot Message

Click “Continue“, send a test, click “Continue”, give your Zap a name and turn your Zap “On”. All the calls you receive in your WhatConverts account will now be sent as new contacts in HubSpot CRM.

Adding Form Submission Leads to HubSpot CRM

1Submit a test form submission from your contact form.
2Log into Zapier and click “Make a Zap“. Select “WhatConverts” as your Trigger App and “New Lead” as the Trigger. Connect your WhatConverts account continue through to Pull in Samples. Once the test is successful, click “Continue”.

3Add a step and select “Filter” as the app. Select “Only continue if…” as the filter. From the drop-down menu select “Lead Type“, “(Test) Exactly matches” and type in “Web Form“.

Web Form Filter

Click “Continue“.

4Add “HubSpot CRM” as the Action App and “Create or Update Contact” as the Action. Connect your HubSpot CRM account and click “Continue“. Set up the HubSpot CRM template:

Contact Email: Find and select the “email” field from your test submission in Step 1.
email form
Message: Type in then select “Source“, “Medium“, “Campaign“, “Keyword“, “Content“, “Lead URL” and “Landing URL“.
Hubspot Message

    Note: Match all of the fields with the corresponding fields from your form submission.

Click “Continue“, send a test, click “Continue”, give your Zap a name and turn your Zap “On”. All the form submissions you receive in your WhatConverts account will now be sent as new contacts in HubSpot CRM.