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Hubspot Integration (via Zapier)

Use Roof Quote PRO webhooks to create new leads or update existing leads in your Hubspot account

Requirements:

Overview:

Automatically send your Roof Quote PRO™ lead data to your Hubspot account through a simple webhook.

NOTE: First complete the initial Zapier setup covered in this article.

Setup:

  1. Connect your Hubspot Account to Zapier

  2. In your Zapier account, go to your My Apps and click "Add connection." Search for and click Hubspot.

    Zapier Hubspot Connection

    A sign in window will pop up - sign into your Hubspot account to authenticate the connection.

  3. Add a Hubspot Action to your existing Zap. Choose the event "Create or Update Contact In Hubspot " and click Continue.

    Zapier Hubspot Action

  4. Confirm your Hubspot Account is selected and click Continue.

    Zapier Hubspot Account

  5. Fill in each Hubspot contact property using the data from your test lead created during the webhook Trigger step in your initial setup.

    Zapier Hubspot Data Matching
    1. PRO TIP!: To simplify the process, add all of the Roof Quote Pro structure, products, and pricing data into a single contact multi-line text property instead of creating individual properties for each piece of data. It is still recommended to match basic contact info to individual fields.

      Zapier Hubspot RQP Data
  6. Once you're finished matching the data to Hubspot property fields in step 4, continue to Test. Click the Test Action button to send your test contact data to your Hubspot account.


    Zapier Hubspot Publish Zap 

  7. After a successful test, turn your Zap on by clicking Publish or Publish Zap button.

  8. Congrats! You successful integrated Roof Quote Pro to your Hubspot CRM.

 

WARNING! You may not have existing Hubspot contact properties to match the Roof Quote Pro data to. Create new contact properties in Hubspot for any data you wish to push over, then click Refresh Fields button at the bottom of your Zapier Action to make these properties available to for data matching.

Zapier Hubspot Action Refresh Fields

The following data is available from the Roof Quote Pro lead to match to your Hubspot properties.

 

PRO TIP: Add your RQP data to your contact left sidebar view

  1. Go to your Hubspot settings > objects > contacts > record customization (tab)

  2. Click Customize the left sidebar, then edit default view. You can either add your new RQP property info to "About this contact" section or create a new section specifically for RQP. You can arrange the order you'd like to see the data by dragging the properties after they are added to a section. 

    Hubspot Custom Sidebar

  3. Once you have added the properties to your sidebar view where you'd like them, click Save.

PRO TIP: Enroll your new contact in a workflow

  1. Go to Automation > Workflows and create a new workflow from scratch.
  2. Choose Contact-based and start with a blank workflow.
  3. Name the workflow what you wish.
  4. Click set up triggers, then contact properties and find one of your new RQP data contact properties.Trigger workflow when that property "is known". 

    Hubspot RQP Workflow

  5. Click save. 
  6. Complete the workflow by add any actions you wish to automate after an RQP contact is created in Hubspot. Some examples of actions you can do:

    Send a text message to contact

    Auto-assign the contact to a member of your team and send them an email

    Add the contact to a list for retargeting

    Create a task to follow up with contact

    Set additional properties on the record

  7. Publish.

Learn more info on Hubspot workflows