How to integrate YouTube with HubSpot to create a contact in HubSpot when a video matching specific keywords is published on YouTube

What Tasks Can Be Automated and What Benefits Can Be Gained by Integrating YouTube and HubSpot

As the size of the video advertising market continues to expand, more companies are managing their online video sharing platforms, such as YouTube.
Companies are posting videos on YouTube for various purposes, such as acquiring new customers, promoting their company or services, and communicating with viewers.
However, not all companies are able to utilize it effectively.

This time, we will discuss the tasks that can be automated by integrating YouTube with the CRM platform HubSpot, and the benefits that can be gained from this integration and automation.
By integrating these two tools, you can efficiently conduct sales activities and marketing using the videos posted on YouTube!

Let's take a look at examples of tasks that can be automated.

Example 1: Create a HubSpot contact when a video containing a specific keyword is published

This is a useful method if you have videos created and saved for each user.
For example, consider a case where you have saved videos related to meetings or discussions on YouTube.

For instance, if you set it up so that a HubSpot contact is created when a video with the phrase "initial guidance" in the title is posted, you can prevent potential customers from being missed in HubSpot registration.

Example 2: Create a HubSpot ticket when a new video is published

You can create a HubSpot ticket when a new video is published on a specified YouTube channel.
For example, if a new video is published on a specific channel and a meeting with a certain customer is scheduled, automatically creating a ticket in HubSpot allows for smooth task management related to the meeting.

Example 3: Create a HubSpot ticket based on YouTube channel reports

You can obtain various information from YouTube channel reports, such as the number of views and watch time of videos on a specified channel.
For example, you can obtain channel reports periodically and automatically create HubSpot tickets based on that information. This allows YouTube viewing information to be linked to customer information in HubSpot and serves as a foothold for information analysis related to video content.

As described above, by integrating YouTube and HubSpot, you can automatically import information about the videos posted on YouTube and data related to video views into HubSpot.
By linking the imported data to the registration information in HubSpot, centered on customer information, you can proceed with business operations efficiently and smoothly, such as sales activities, marketing, and customer support.

※ When using YouTube as a storage location for videos for specific customers, please be careful to use the public, private, and unlisted settings appropriately to prevent third parties from viewing confidential information.

Integration and Automation with Yoom is Recommended!

Good news for those who, after reading about the benefits and automation examples, want to try it themselves!
With Yoom, you can integrate and automate without programming skills or knowledge, using no-code.

If you haven't registered with Yoom, please issue an account from here.
If you want to first check the operation, you can start with a free plan or try a paid plan trial.

Once your account registration is complete, try creating an integration and automation flow using Yoom.
We will explain in detail how to create a business flow using a template for the task of creating a HubSpot contact when a video matching a specific keyword is published on YouTube, which was introduced first in the previous examples.

Creating a business flow becomes even easier with a template. First, copy the template from the "Try it" link below.

How to Create a Contact in HubSpot When a Video Matching Specific Keywords is Published on YouTube

‍※Step 1 is the procedure for app integration. If you have already integrated, please start from Step 2.

Step 1: Integrate YouTube and HubSpot with My Apps

1. After logging into Yoom, select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select YouTube and HubSpot respectively, and integrate the apps.
　※For information on registering HubSpot with My Apps, please see here.

‍Step 2: Set a trigger to activate when a video matching specific keywords is published on YouTube

3. Open the copied template. (If you want to change the title, please modify the red-framed part in the image below.)
　To open the template manually, select the relevant template from My Projects and click "Edit" in the upper right corner of the screen to open it.

4. Click "App Trigger When a video matching specific keywords is published" from the Flowbot.

5. Set "Select Linked Account and Action".
　Change the "App Trigger Title" as needed, then click "Next".

6. Set the API connection for the app trigger.
　・Trigger activation interval: Set an appropriate time according to business needs.
　・Search keywords: Enter the desired terms, referring to the note at the bottom of the field.

7. Conduct a test, and if successful, click "Save".

Step 3: Set an action to create a contact in HubSpot

1. Click "Integrate with App Create Contact" from the Flowbot.

2. Set "Select Linked Account and Action".
　Change the title as needed, then click "Next".

3. Set the API connection.
　Enter the necessary parts for each item.
　※ It is recommended to refer to the video title output obtained in Step 2 in the company name field.

4. Conduct a test, and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of creating a contact in HubSpot when a video matching specific keywords is published on YouTube.

Additionally, after automatically creating a contact with this procedure, it is also possible to connect to the HubSpot action to add a note to the contact. By adding necessary data such as the video ID (obtained from the output in Step 2) to the note, it becomes more convenient for information management.

Advanced Integration Flow of YouTube and HubSpot

We introduce two templates for workflows related to the integration and automation of YouTube and HubSpot.

Create a HubSpot Ticket When a Video is Published on YouTube

This is a template for the second automation example mentioned.
It can be used not only for follow-ups on deals but also for marketing tasks such as campaigns and promotions.

Add the Previous Day's YouTube Channel Report to Google Sheets

This is a workflow that integrates YouTube with Google Sheets.
It is a template set to automatically retrieve the previous day's YouTube channel report every morning at 10 AM and add it to Google Sheets.
By using this template, you can perform statistics on viewing information for a specified YouTube channel. Additionally, it is possible to import the statistical information into HubSpot.

Summary

By integrating YouTube with HubSpot, you can automatically import YouTube information into HubSpot. By linking the imported data to registered information on HubSpot, such as customer information, you can improve the efficiency of various operations, including sales activities, marketing, and customer support.
In addition to creating good video content, review how to utilize information related to posted videos to ensure smooth business operations.