Hubspot with Zapier

Hubspot with Zapier

If you are receiving form leads from Hubspot you are able to Zapier as a "middle-man" to get those contacts into Blitz!

Create a Zapier account by going to https://zapier.com/

It will have a free trial so you can experiment before you commit. 

Once you create an account, follow these steps.

1. Click "Make a Zap" at the top.

2. Type Hubspot in the "Choose a Trigger App" section and select "Hubspot" and then click "Continue."

3. On this page, choose "New Form Submission" and then click "Continue."

4. You'll now need to connect your hubspot account. It will ask you for a HUB ID and the login information for the Hubspot account. You can locate the hubspot ID in your hubspot account.

5. Once you have that connected, Click Next, now you will next to select the form you wish to use with Hubspot. This is the form that is User facing, this for will be translated and put into a Blitz webform.

6. It will finally ask you to test the connection.

7. Now you can move on to the Blitz connection section. Click the orange continue button. 

8. In the "Choose an Action App" section, find the webhooks by Zapier.

9. After clicking continue, choose the POST action. Then move on to the next step.

10. On this Edit Template section there are three areas to fill out. First, the URL. The url is the Blitz's webform url. To get this, log into Blitz, and go to "Administration" > Web forms. Click the "View form" Button and copy the URL of the form, then paste it into this URL section adding "&mode=silent" to the end. If you need more information on creating the Blitz webform, click here.

11. Moving on, fill out the DATA section. In this section you will have to type in the name of the Blitz field you would like it to go to, and then click the plus symbol to find the field in the webform you want it to match. Use the information at the bottom of this article to fill in to the left side of the of this section. Note that they need to be in the same case as what is below. Make sure to avoid leading or trailing spaces here as well.

12. Sometimes, if you need to include something like First name and Last name, you might have to put two fields into one Blitz field. This will still work, just include a space.

13. Once you finish mapping, click the blue continue button at the bottom of the page.

14. You'll need to test. Once the system sends a test check the Blitz account and see if the lead came in an has the appropriate information. If you missed something, you can re-test after making corrections by clicking the "Retest Webhooks By Zapier" Button.

15. Once you complete your testing, make sure you click finish and turn the zap on. If you don't it will not work.

Here are the Blitz fields names for step 11:

Name (Copy this part) - Description.

Name – Required, Text, Max Length 255 characters
Address1 – Text, Max Length 100 characters
Address2 – Text, Max Length 100 characters
Address3 – Text, Max Length 100 characters
City – Text, Max Length 100 characters
State – Valid US State or CA Province, Max Length 2 characters
ZipCode – Valid 5 or 9 digit US Zip Code or CA Zip, Max Length 10 characters
Country – Valid Country Name
Phone – Valid US or CA phone number if No Country is specified, or International number if a Country is specified, Max Length 20 characters
Ext – Numeric, Max Length 5 characters
Fax – Valid US or CA phone number if No Country is specified, or International
number if a Country is specified, Max Length 20 characters
Email – Valid Email Address, Max Length 100 characters
WebSite – Valid Website, Max Length 255 characters
Description – Text, Max Length 300 characters
ContactName – Text, Max Length 50 characters
Revenue – Text, Max Length 50 characters
ContractDate – Date (MM/DD/YYYY format preferred)
Custom1 – Text/Date/Dropdown, Max Length 255 characters
Custom2 – Text/Date/Dropdown, Max Length 255 characters
Custom3 – Text/Date/Dropdown, Max Length 255 characters
Custom4 – Text/Date/Dropdown, Max Length 255 characters
Custom5 – Text/Date/Dropdown, Max Length 255 characters
Custom6 – Text/Date/Dropdown, Max Length 255 characters
Custom7 – Text/Date/Dropdown, Max Length 255 characters
Custom8 – Text/Date/Dropdown, Max Length 255 characters
Custom9 – Text/Date/Dropdown, Max Length 255 characters
Custom10 – Text/Date/Dropdown, Max Length 255 characters
Custom11 – Text/Date/Dropdown, Max Length 255 characters
Custom12 – Text/Date/Dropdown, Max Length 255 characters
Custom13 – Text/Date/Dropdown, Max Length 255 characters
Custom14 – Text/Date/Dropdown, Max Length 255 characters
Custom15 – Text/Date/Dropdown, Max Length 255 characters
Custom16 – Text/Date/Dropdown, Max Length 255 characters
Custom17 – Text/Date/Dropdown, Max Length 255 characters
Custom18 – Text/Date/Dropdown, Max Length 255 characters
Custom19 – Text/Date/Dropdown, Max Length 255 characters
Custom20 – Text/Date/Dropdown, Max Length 255 characters
Notes – Text, Max Length ~16M characters