Integrations : How to Integrate HubSpot into a Workflow

  • Published on Oct 22, 2024
  • 1 minute(s) read

In this article, we will discuss how to integrate with HubSpot using a Workflow. Doing so allows you to perform various actions relating to contacts in your HubSpot account, such as adding or removing a contact from a list. Different actions may require different settings to be configured.

Requirements:

  • An active ClickFunnels 2.0 account

  • A Workflow

  • An active HubSpot account

  • A Static list created in the HubSpot account

Step by Step Walk Through:

  1. Open the Workflow Builder for the Workflow to which you wish to add a HubSpot Integration step.

  2. Click on the plus icon in the spot where you wish to add the step.
    2._Add_New_Step.png

  3. Scroll down to the Other section and click on 3rd Party Integration.
    3._3rd_Party_Integration_Step.png

  4. Find the HubSpot integration and click on it.
    4._HubSpot_Integration.png

  5. Select which HubSpot account you wish to use or add a new one.
    5._HubSpot_Account.png

    NOTE

    See our article for step-by-step instructions

  6. Click on the Next button.
    6._HubSpot_Account_Next.png

  7. Select an Action, then follow the prompts to configure the action for your needs.
    7._Configure_HubSpot.png

  8. When ready, click the Next button at the bottom of the modal window.
    8._Configure_HubSpot_Next.png

  9. Click on the Save button to finish the process and add the step.
    9._HubSpot_Confirmation_Save.png

  10. Congratulations! You now know how to add a HubSpot Integration step to your Workflow!

If you have any questions about this, please contact our Support Team by clicking on the Support Widget at the bottom right-hand corner of this page and start a conversation with our Team or click the Help button at the bottom left of the ClickFunnels Page to access the Product Documentation and more.

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