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Create contacts automatically in Salesgear every time a new contact is added to Hubspot
Create contacts automatically in Salesgear every time a new contact is added to Hubspot
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 years ago

Do you manually sync your CRM contacts with Salesgear? Well, stop wasting your time.

With Zapier integration, you can sync contacts in your CRM to Salesgear automatically.

Here’s a zap that creates a contact in Salesgear automatically when there is a new contact added in the Hubspot CRM.

  1. Connect Salesgear and Zapier. Check out this article to know how to integrate the two platforms.

  2. Once the systems are integrated, go to Zapier → Zaps.

  3. Click on the ‘create zap’ button, available on the right side.

  4. Search and select ‘Hubspot’.

  5. Choose ‘new contact’ from the list of triggers.

  6. Sign in to your Hubspot account.

  7. Click ‘continue’ and test your trigger.

  8. Next comes the action that happens whenever the above trigger is fired.

  9. Search and select ‘Salesgear’.

  10. Choose ‘create contact’ as the action event and click ‘continue’.

  11. Map the contact information that you’d like to sync with Salesgear. Please note that the email address field is required, while the other fields are optional. You can map them based on your requirements.

  12. Click ‘continue’ and test the trigger.

  13. Once the test is successful, click on ‘turn on zap’ to enable this automated workflow.

We’ve created a video for you to understand better! Check it out here:

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