How to Integrate Skylead with HubSpot via Zapier

Integrating Skylead with HubSpot through Zapier allows you to automate the process of syncing your leads and contacts, ensuring that your data is up-to-date across platforms. This guide will walk you through the steps to set up this integration, making your workflow more efficient. 🚀✨🔧

• Open Skylead and HubSpot:

  • Launch both the Skylead app and HubSpot on your computer.
    
    

• Create a New Webhook in Skylead:

  • Navigate to the Integrations section in Skylead.
    
  • Select the option to create a new webhook.
    
  • Leave this page open for now.

• Set Up Zapier:

  • Open Zapier in your web browser.
  • Click on "Create Zaps" to start a new Zap.
    
  • Select Zaps - Automated workflows.
    

• Create a Webhook to HubSpot:

  • In the search box on Zapier, type "Webhook to HubSpot" and select it.
    
  • Zapier will generate a flow for this integration. Wait for it to finish setting up.
    
    

• Add Steps to the Zap:

  • Click "Add all steps to zap" once the flow is generated.
    
    
    

• Copy Webhook URL:

  • Zapier will provide a webhook URL. Copy this URL.
    
    
    

• Paste Webhook URL in Skylead:

  • Go back to Skylead and paste the webhook URL in the appropriate field.
    
  • Select the trigger event in Skylead (e.g., when a new lead is created).
    
  • Test the webhook in Skylead to ensure it is working correctly.
    
    
    

• Test Trigger in Zapier:

  • Go back to Zapier and test the trigger to ensure Zapier receives the correct data from Skylead.
    
    

• Continue with Selected Record:

  • Click "Continue with selected record" in Zapier.
    
    
    

• Set Up Action in Zapier:

  • Choose "Create Contact" in HubSpot as the action.
    
  • Alternatively, you can select only "Update Contact" if preferred.
  • Click Continue.
    
    

• Connect HubSpot Account:

  • If not already connected, click "Connect new account" and follow the prompts to connect your HubSpot account to Zapier.
    
    

• Map Fields from Skylead to HubSpot:

  • Map the necessary fields from Skylead to HubSpot. Common fields include:
    • Email
    • First Name
    • Last Name
  • Optionally, map additional fields as needed.
    
    

• Test the Zap:

  • Click "Continue" to proceed.
  • Test the integration step to ensure the data is correctly sent to HubSpot.
    
    

• Verify Lead in HubSpot:

  • Check your HubSpot contacts to verify that the lead has been created or updated.
    
    

• Final Steps:

  • If everything is working correctly, your Zap is now ready to use.
  • If you need further assistance, you can contact support.

By following these steps, you can seamlessly integrate Skylead with HubSpot, ensuring that your contact data is automatically synced and up-to-date. This will help you streamline your workflow and focus on more important tasks. 📋

Happy Integrating!