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Frequently Asked Questions about ConvertKit + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConvertKit and HubSpot
How can I link ConvertKit to HubSpot?
You can link ConvertKit to HubSpot using our integration platform by creating a Zap. Start by selecting ConvertKit as the trigger app and HubSpot as the action app. Then, follow the prompts to log into your accounts and grant access. You can choose specific triggers from ConvertKit, such as 'New Subscriber' or 'New Form Submission,' which will prompt actions in HubSpot like 'Create Contact' or 'Update Deal.'
What triggers are available when integrating ConvertKit with HubSpot?
When integrating ConvertKit with HubSpot, available triggers include 'New Subscriber,' where any new sign-up in ConvertKit will initiate a corresponding action in HubSpot, and 'New Form Submission,' which triggers updates or new records in your HubSpot database.
Are there actions that can be automatically performed in HubSpot through this integration?
Yes, you can automate various actions in HubSpot like creating or updating contacts, deals, tasks, and notes when specific events occur in ConvertKit. For instance, a new subscriber in a particular sequence can trigger a task creation for follow-up activities within HubSpot.
Can I update existing contacts in HubSpot using details from ConvertKit?
Certainly! Our integration allows you to update existing contacts in HubSpot whenever there's new relevant data captured from your subscribers through ConvertKit. Set up the action to ‘Update Contact’ in your Zap configuration for seamless synchronization.
What should I do if my Zap for integration isn't working properly?
If your Zap between ConvertKit and HubSpot isn't functioning as expected, first check the connection status of both apps within your account settings. Ensure that each selected trigger and action is set correctly with valid data points. Checking error logs can also provide insights into any issues.
Is it possible to segment audiences based on activity tracked through the integration?
Yes, you can segment audiences based on their activities by setting up triggers that capture user interactions within ConvertKit and create custom views or lists within HubSpot based on those criteria.
How do I test if my trigger-action settings are correct before activating them?
Within our platform setup process, you'll have the opportunity to perform test runs for each Zap created between ConvertKit and HubSpot. This ensures that the conditions of your specified trigger lead accurately to intended actions without any issue before going live.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.