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.
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
Here are real-world examples you can set up in minutes.
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.
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
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.
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.
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.
Create a free Zapier account
Sign up here
Connect your HubSpot account
You’ll need to authenticate once.
Pick a trigger + action combo
Use Zapier’s templates to get started quickly.
Test and activate
Always test before going live. Zapier shows sample data for debugging.
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.
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.