Zapier: Hubspot and Ignition
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Disclaimer: This works on the free version of Zapier but if you want to include multiple steps, you’ll need a paid Zapier subscription.
In this example, we are going to create two Zaps - one to create a client in Ignition when lead in Hubspot is moved to a specific deal stage, and a second Zap to update the deal in Hubspot when the Proposal is signed in Ignition.
Zap #1 - Create client in Ignition when lead in Hubspot is moved to a specific deal stage
This Zap uses the following 3 apps
HubSpot
Formatter by Zapier
Ignition
How this Zap works
- Connect your HubSpot account in Zapier
- Use the Formatter by Zapier to convert the Deal Owner ID in HubSpot to an email address used in Ignition - *this is an optional step but it will allow you to set the deal owner in HubSport as the client manager in Ignition
- Find the company in HubSpot
- Find the contact in HubSpot
- Create the client in Ignition
Zap #2 - Update the deal in Hubspot when a Proposal is signed in Ignition
This Zap uses the following 3 apps
How this Zap works
- Proposal is accepted in Ignition
- Find the corresponding deal in HubSpot
- Update the deal in HubSpot
- Create a new row entry in your Google Sheets CRM - *this is an optional step if you want create a backup of the proposal/deal
Happy zapping! 🚀
