How to Integrate HubSpot with SendGrid to Automatically Add HubSpot Form Information to SendGrid Contacts

Many people use HubSpot for customer information management, but there are often situations where different apps are used in conjunction with HubSpot for business operations. By integrating HubSpot and SendGrid through Yoom, it is expected to reduce the burden on staff by minimizing errors from manual data entry. Additionally, automating tasks can ensure data accuracy, potentially improving the performance of marketing and sales activities. This article provides a detailed explanation of the specific integration methods and their benefits. Recommended for: - Those using HubSpot and SendGrid but find manual list management cumbersome - Those looking to reduce human errors and improve data management accuracy - Those who prioritize customer information consistency and aim to enhance team performance - Team leaders who want to shorten work time - IT personnel at companies looking to improve business productivity by implementing automation tools Benefits and Examples of HubSpot and SendGrid Integration 1. Reduction of Human Errors Manual data entry poses risks of typos and data duplication, but automation allows for the creation of accurate and consistent lists on the SendGrid side. This reduces human errors compared to manual data registration. For example, when a sales representative submits a form in HubSpot, the contact list is automatically added to SendGrid, ensuring accurate data management. 2. Leads to Faster Response Automatically adding user information obtained from HubSpot forms to SendGrid's contact list streamlines lead management. Sales and marketing teams need to manually collect new lead information and add it to the list, but automating this process can save time. For instance, by quickly transferring customer information to SendGrid, the latest lead data is always maintained, reducing the effort required for list updates and management, and enabling rapid lead approaches. 3. Expected Productivity Improvement Implementing automated workflows between HubSpot and SendGrid also shortens the time spent on manual data entry and management. Automation allows staff to focus on other tasks, potentially improving productivity. For example, automating list additions after form submissions enables staff to dedicate themselves to prompt customer responses and follow-ups, significantly boosting team productivity. [About Yoom] Now, let's create a flowbot using the template "Add user information submitted through HubSpot forms to SendGrid's contact list."

How to Create an Integration Flow Between HubSpot and SendGrid

The process to complete the flow will proceed as follows.

・Integrate HubSpot and SendGrid with My Apps
・Copy the template
・Set triggers in HubSpot and configure SendGrid
・Turn on the trigger and verify the actual activation

Now, let's proceed with the new connection of the apps to be integrated.

・Integrate HubSpot and SendGrid with My Apps

(1) First, connect HubSpot to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for HubSpot from "New Connection".

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Search for and click the HubSpot app icon.

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(2) After clicking the app icon, you will be taken to a screen like the one above. If you already have an account, click [Sign in to HubSpot Account].
(If you need to create a new account, select [Create a New HubSpot Account] and create an account.)

(3) Click [Sign in to HubSpot Account] and proceed to the next screen where you will enter your email address and then your password.
After completing the password entry, an authentication code will be sent, so complete the authentication.

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(4) After authentication, you will be taken to a screen like the one above, where you select the relevant account.
Select the account with the blue circle as shown in the red frame and click [Select Account].
The first HubSpot connection is now complete.

(5) Next, let's connect SendGrid.
Search for the app just like the new HubSpot connection.

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(6) After entering the account name and access token, click "Add".

After clicking, you will be taken to the My Apps screen of your Yoom account with the two apps added.
Now the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target apps to your Yoom account is complete, click the icon for "Try This Template" in the template below.

The template will be copied, so click the "OK" button.

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Move to the "My Projects" screen of your Yoom account and check the template content.

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There are two setup flows.

・HubSpot Trigger Setup

(1) First, set up the HubSpot app trigger.

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From "My Projects" on the left side of your Yoom account screen, click "【Copy】Add user information submitted via HubSpot form to SendGrid contact list".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When the form is submitted".

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(3) Enter the HubSpot account information to be linked and click [Next].

(4) On the next screen, enter the "Trigger Activation Interval" and "Form ID".
Select any of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the "Trigger Activation Interval".
*Note that the trigger activation interval varies depending on the plan.

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(5) The "Form ID" can be referenced from 'Candidates' as shown in the image below.

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(6) After entering the information, click [Test] and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
The output information can be referenced and utilized in subsequent steps, as noted by "This value can be used in other operations."

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・SendGrid Setup

(1) Finally, click the second action "Add new contact to contact list".

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(2) Add the SendGrid account information you want to link and click [Next].

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(3) On the next screen, enter information in fields such as "Email Address" and "List to Add".
When you click the input bar, you can also utilize the output obtained in the previous step, as shown in the screen below.

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(4) After entering the information, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn On the Trigger

By clicking the red-framed part "Turn On Trigger" on the screen below, the flowbot will start automatically.

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Here is the template used this time

Other Automation Examples Using SendGrid

There are other examples of automation using SendGrid in Yoom, so here are a few introductions.

Add to SendGrid Contact List When a Contact is Created in Hubspot

Recommended for those who want to centrally manage customer information and automate follow-ups through email.
Enhanced analysis based on updated data makes it easier to measure the effectiveness of marketing and sales strategies.
HubSpot contact data and SendGrid contact lists are always synchronized, ensuring consistency of information.

Add a contact to SendGrid when a lead is registered in Airtable

This flow allows you to automatically add leads registered in Airtable to a specific contact list in SendGrid.
Since the data is automatically reflected, it will reduce the time spent on transcription work and prevent input errors.
It also contributes to the efficiency of marketing and sales activities that involve sending emails to leads.

Add a row to a Google Spreadsheet and automatically update the SendGrid contact list

Automatically adding information to the SendGrid contact list reduces workload and improves operational efficiency.
By automating some of the manual tasks, you may be able to allocate more time to other important tasks.

Summary

By incorporating automation flows with HubSpot and SendGrid, you can expect improved efficiency in list management and a reduction in human errors.
Additionally, you can add information to contact lists while maintaining data accuracy, which is expected to enhance marketing and sales performance.
Team members may be able to focus more on strategic tasks, potentially increasing overall team productivity.

Please take advantage of Yoom to experience automation through app integration.