How to integrate HubSpot – Smartsheet bundle using Zapier?
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Integrations | June 7, 2024
Improve the collaboration and speed up your work with an integration that transfers new HubSpot contacts directly to Smartsheet rows to better organize your data.
Creating a new row with data in Smartsheet when a new contact is created in HubSpot
How the integration works:
- A new contact on HubSpot is created
- Zapier creates a new row with contact data on Smartsheet
What you need to have:
- Smartsheet account
- HubSpot account
- Creating a Zap. On the Dashboard tab, select “HubSpot” and “Smartsheet” and click “Make a Zap”
Configuring the trigger event
- Selecting the trigger event. A trigger event is a certain action in the trigger app that tells Zapier to activate the Zap. Select the “New Contact” option in the dropdown menu and click “Continue”. This way, the trigger will only activate when a new contact is added to your HubSpot.
- Next, select your HubSpot account and click “Continue”
- Click on “Continue”. You can add additional properties to retrieve in the box above the button.
- Test the trigger by clicking on the corresponding “Test trigger” button.
- The system should then find the contact and display all the information available in their profile. If everything is correct, click on “Continue”
Setting up the action on Smartsheet
- In the next dialogue box, select the action to execute when a new contact is created. In our case, select “Add Row to Sheet” in the dropdown menu and click “Continue”
- Then, select your Smartsheet account and click “Continue”
- Next, you need to set up the connection between Smartsheet and HubSpot. Fill in all of the required fields in which the data should be imported and click “Continue”
- Then, you need to test the connection between HubSpot and Smartsheet. If everything is done correctly, you should be able to see a new row appear on Smartsheet.
- Click on “Publish Zap”
After that, the Zap is set up, configured, and active.
