Using HubSpot with Zapier: Automate Anything Without Code

If you're using HubSpot but feel limited by its native integrations — or you're tired of doing repetitive tasks manually — there’s a better way. Zapier lets you connect HubSpot to over 6,000 other apps and services without writing a single line of code.

Let’s explore how businesses can automate lead capture, internal notifications, Google Sheets updates, and more using HubSpot + Zapier.

Why Use Zapier with HubSpot?

HubSpot has many built-in automation features, but when you want to extend beyond its ecosystem — like creating Trello cards from form submissions, updating Google Sheets from new contacts, or sending Slack alerts when deals are created — that’s where Zapier comes in.

Benefits:

• No developers required

• Scales with your needs

• Connects multiple systems in real time

• Reduces human error

Practical Zapier Use Cases for HubSpot Users

Here are real-world examples you can set up in minutes.

1. Create Tasks in HubSpot When a Form is Submitted

Let’s say you have a contact form on your website. You want to make sure sales reps follow up — fast.

With Zapier, you can:

• Trigger: New form submission in HubSpot

• Action: Create a task in HubSpot assigned to a specific rep

• Bonus: Add a due date, priority, or custom note

This ensures no leads fall through the cracks — and reps get immediate prompts.

2. Send Deal Notifications to Slack or Email

Your sales team wants to know the moment a new deal is created, especially high-value ones.

Zap flow:

• Trigger: New deal created or deal stage changed

• Action: Send a Slack message to #sales or an internal email

Customize messages to include deal name, amount, owner, and close date — helping teams stay aligned in real time.

📌 Zapier Slack integration guide

3. Update Google Sheets for Reporting

Sometimes leadership prefers spreadsheets. No problem.

Zap example:

• Trigger: New contact, deal, or ticket in HubSpot

• Action: Add a new row in Google Sheets with key data

This keeps live reports updated without exporting manually — useful for weekly dashboards, audit trails, or lead reviews.

✅ Tip: Combine this with Google Data Studio for visual reporting dashboards.

4. Add HubSpot Contacts to a Webinar Platform Automatically

Running a webinar on Zoom or GoToWebinar?

Zapier can help you:

• Trigger: Contact is added to a list or fills out a form in HubSpot

• Action: Register them automatically to the webinar

No need to manually export/import — just smooth, real-time event automation.

5. Connect with Billing Tools like QuickBooks or Xero

Want to create invoices or log payments automatically?

Zap use case:

• Trigger: Deal reaches “Closed Won” in HubSpot

• Action: Create invoice in QuickBooks

This reduces back-and-forth between sales and finance teams — speeding up cash flow.

How to Get Started with HubSpot + Zapier

1. Create a free Zapier account
   Sign up here

2. Connect your HubSpot account
   You’ll need to authenticate once.

3. Pick a trigger + action combo
   Use Zapier’s templates to get started quickly.

4. Test and activate
   Always test before going live. Zapier shows sample data for debugging.

When to Consider Help

If your automation needs are more complex — like multi-step workflows or routing logic — consider working with experts. At CRM Magnetics, we help businesses map their workflows, optimize HubSpot setup, and integrate seamlessly via Zapier and beyond.

Final Thoughts

You don’t need a developer to automate work across platforms. With HubSpot + Zapier, you can save hours every week, improve response time, and create a seamless experience for your team and customers.

Start small, iterate fast — and let automation do the heavy lifting.