To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
About Zapier integrations
In this guide, we will be taking a look at integrating HubSpot and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from HubSpot to Trustmary)
Having HubSpot as the trigger in Zapier enables you to transfer data from HubSpot to Trustmary. When using HubSpot as the trigger in Zapier, you will have access to several trigger events that can be used to launch the set functions. The trigger events include for example New Deal, New Ticket, and New Contact. The full list of triggers can be found below.
Action events (from Trustmary to HubSpot)
Having HubSpot as the action in Zapier enables you to transfer data from Trustmary to HubSpot. When using HubSpot as the action in Zapier, you will have access to several action events that can be set for the app to perform when triggered. The action events include for example Create Deal, Add Contact to list, and several different Searches. The full list of actions can be found below.
Zapier template: Create/update Trustmary contacts when new deals enter stages in HubSpot
The most simple way of creating or updating Trustmary contacts when new deals enter stages in HubSpot is by using our Zapier template designed specifically for this. This template has most things already configured to make the setup a bit easier.