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Connect Zapier to HubSpot for Automation of Deal Updates

Connect HubSpot to Zapier for automating deal updates by configuring the 'Deal Property Change' trigger, facilitating seamless integration with thousands of applications.

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·15 steps·125 views·Published

Connect HubSpot to Zapier for automating deal updates by configuring the 'Deal Property Change' trigger, facilitating seamless integration with thousands of applications.

Step-by-step Guide15 steps
  1. Click the Marketplace button

    Clicking the Marketplace button opens the marketplace section, where you can explore products and services available for your account.

    Click the Marketplace button
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  2. Click the HubSpot Marketplace link

    Clicking the HubSpot Marketplace link will direct you to a section where you can explore various integrations and add-ons available for your HubSpot account.

    Click the HubSpot Marketplace link
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  3. Click the Search input field

    By clicking here, you can begin entering keywords or phrases to search for specific apps and templates within the Marketplace.

    Click the Search input field
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  4. Type 'zapier' in the Search field

    Entering 'zapier' in the Search field will filter the marketplace results to show relevant applications and connectors related to Zapier, allowing you to easily find and select the desired tool.

    Type 'zapier' in the Search field
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  5. Click the Zapier link

    This action will open the Zapier integration page, allowing you to manage and create automations between various applications connected to your account.

    Click the Zapier link
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  6. Click the Install button

    This initiates the installation process for the Zapier app, allowing you to connect HubSpot with 8,000+ applications.

    Click the Install button
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  7. Click the Connect HubSpot to 9,000+ apps link

    Initiating this action will allow you to integrate HubSpot with various applications through Zapier, enabling seamless automation and enhanced workflow capabilities.

    Click the Connect HubSpot to 9,000+ apps link
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  8. Click 'Choose an event'

    Select the appropriate event from the dropdown menu to proceed with configuring your HubSpot connection.

    Click 'Choose an event'
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  9. Click the Deal Property Change option

    This action selects the 'Deal Property Change' trigger, which activates when a specified property is provided or updated on a Deal in HubSpot.

    Click the Deal Property Change option
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  10. Click the Sign in button

    By clicking the Sign in button, you will be prompted to enter your HubSpot account credentials to connect your account and proceed with configuring the Deal Property Change trigger.

    Click the Sign in button
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  11. Click the Connect button

    This will initiate the connection process to your HubSpot account via Zapier. Confirm your choice to link the two applications for automation.

    Click the Connect button
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  12. Click Choose Account

    Selecting this option allows you to connect a specific account from the list to integrate with HubSpot through Zapier.

    Click Choose Account
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  13. Click Choose Account

    Select an account from the list to connect Zapier with HubSpot. This action will enable further configuration for your integration.

    Click Choose Account
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  14. Click the Download files submitted through a form option

    This action allows you to access files that have been submitted through various forms you've created, facilitating easy management of user uploads.

    Click the Download files submitted through a form option
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  15. Click the Connect appLoading button

    This action initiates the connection process for the application, allowing you to integrate with other services and enable additional features.

    Click the Connect appLoading button
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