HubSpot vs Zapier

The integration process for Zapier connects two or more applications to automate tasks and workflows. Here are the general steps to set up an integration using Zapier:

Create a Zapier Account
If you still need to get a Zapier account, sign up for one at Zapier’s website.

Log in to Your Zapier Account
After creating your account, log in to your Zapier dashboard.

Click “Make a Zap”
In your Zapier dashboard, click the “Make a Zap” button to start creating your integration.

Choose a Trigger App
Select the app that will trigger the automation. For example, if you want to automate email notifications when a new form is submitted on your website, you might choose a form builder app as the trigger app.

Select a Trigger Event
Choose the specific event within the trigger app that will initiate the automation. For example, you might select “New Form Submission” as the trigger event.

Connect Your Trigger App
Follow the on-screen instructions to connect your trigger app to Zapier. Log in to your account for that app and grant Zapier access.

Set Up the Trigger
Configure the settings for the trigger event, such as selecting the specific form or specifying any conditions.

Choose an Action App
Select the app where you want the automation to act. This is the app that will receive and process data or perform a task as a result of the trigger event.

Select an Action Event
Choose the specific action event within the action app. For example, if you want to send an email, you might select “Send Email” as the action event.

Connect Your Action App

Follow the instructions to connect your action app to Zapier, which may involve logging in to your account for that app and granting permission.

Set Up the Action
Configure the settings for the action event, such as specifying the recipient’s email address, subject, and message for an email action.

Test Your Zap
Run a test to ensure that the integration is working as expected. Zapier will use sample data from your trigger app to simulate the automation.

Turn On Your Zap
Once you’re satisfied with the test results, activate your Zap to start the automation. It will continue to run automatically whenever the trigger event occurs.

Monitor and Edit
Regularly check your Zaps for any errors or issues. You can edit and modify your Zaps at any time to adjust their behaviour or add additional steps.

Review Zap History
Zapier keeps a history of all the actions your Zaps have performed. You can review this history to track the performance of your integrations.

In your Zapier dashboard, you can manage and organize your Zaps, create folders, and turn specific Zaps on or off as needed.