How to integrate Pipedrive with HubSpot to automatically create a deal in HubSpot when deal information is added to Pipedrive

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

For those managing sales or marketing, many of you might be using Pipedrive or HubSpot.
It would be very convenient if information is updated in HubSpot when a deal is created in Pipedrive.
By integrating and automating these two apps, you can enhance work efficiency!
With the no-code tool Yoom, anyone can easily integrate and automate apps.
This time, we introduce a flow where "when a deal is added in Pipedrive, a deal is also created in HubSpot."

Benefits and Automation Examples of Integrating Pipedrive and HubSpot

By integrating Pipedrive and HubSpot, you can update information in real-time and manage lead information centrally.
Below, we summarize the benefits and automation examples of app integration, so please take a look.

Benefit 1: Real-time Information Updates

The advantage of integrating Pipedrive and HubSpot is the ability to update information in real-time. When a deal is added in Pipedrive, a deal can also be created in HubSpot.
This makes data management easier, which is convenient for improving work efficiency.
Moreover, as soon as a deal is added in Pipedrive, it is also added in HubSpot, allowing for real-time information updates.

Benefit 2: Centralized Management of Lead Information

Integrating Pipedrive and HubSpot allows for centralized management of lead information.
For example, when a contact is created in HubSpot, a lead can be created in Pipedrive.
New lead information can be managed in both Pipedrive and HubSpot, allowing for centralized management of lead information.
Pipedrive is strong in sales management, and HubSpot specializes in marketing, making it recommended for those looking to strengthen the integration of sales and marketing.

Benefit 3: Consistent Data Retention

The advantage of integrating Pipedrive and HubSpot is the ability to maintain consistent data.
For example, when an organization is added in Pipedrive, a company can be created in HubSpot.
By managing similar organizational information in Pipedrive and HubSpot, consistent data retention is possible.
Even if teams are different, data sharing can be done smoothly.
Additionally, every time organizational information is updated, the hassle of manual input is eliminated, which is a significant benefit.

With Yoom, You Can Implement Easily Without Code!

By integrating apps, you can shorten the time spent on tasks.
However, many people avoid app integration because they associate it with entering code, thinking it's difficult.
With Yoom, even those with zero programming knowledge can easily automate.
You can create the automation you want from scratch, and Yoom provides templates, so setup is completed in about 10-15 minutes.
This time, we will introduce how to create a flow using a template where "when a deal is added in Pipedrive, a deal is also created in HubSpot."

For those not using Yoom, register for free here.
If you are already using Yoom, please log in.

How to Create a Flow for Integrating Pipedrive and HubSpot

This time, let's set up the flow for the template "when a deal is added in Pipedrive, a deal is also created in HubSpot."

There are only two steps, so you can create it quickly.

When a deal is added
Create a deal

How to Connect Pipedrive and HubSpot with Yoom

By connecting the app with Yoom, you can set up automation, so let's register your app.

First, register your Pipedrive app.
Click "My Apps" → "New Connection" on the left side of the screen.
Search for Pipedrive from "Search by App Name" or find it from the app list.

You will be taken to the following screen, so scroll down and click the red box "Allow and install".

Next, register your HubSpot app, but the registration method is on Yoom's help page, so please refer to this for registration.

If Pipedrive and HubSpot are displayed in your My Apps section, you're all set.

How to Create a Deal in HubSpot When a Deal is Added to Pipedrive

To set up automation, click "Try it" on the banner below.

Once you move to the following screen, check the "Title" and "Description," and if you want to make changes, do so on the following screen.
Since it is done from the Pipedrive settings, click on "When a deal is added."

Once you move to the following screen, please check the settings.

"Title" → Can be freely changed
"Account information linked with Pipedrive" → Confirm if it's the account you want to use
"Trigger action" → When a deal is added

Before clicking "Test" on the following screen, please create a deal on Pipedrive.
This allows you to set it up so that no error is displayed.
Click "Test" → "Test Successful" → "Save."

When the following screen is displayed, send a Webhook event or execute the trigger event.
Click "Test" → "Test Successful" → "Save."

Next, proceed with the HubSpot settings by clicking "Create a deal."
Once you move to the following screen, please check the settings.

"Title" → Can be freely changed
"Account information linked with HubSpot" → Confirm if it's the account you want to use
"Action" → Create a deal

Once you move to the following screen, please make the following settings.

"Stage" → Set the internal ID, e.g., appointmentscheduled

Please set other necessary items.
Click "Test" → "Test Successful" → "Save."

Finally, by turning the app trigger "ON," the automation setup is complete.

‍

Advanced Integration Flow of Pipedrive and HubSpot

The template we introduced this time was a flow of "Deal added in Pipedrive" → "Create a deal in HubSpot as well."
At Yoom, we have other templates that use Pipedrive and HubSpot, so we will introduce some of them.

First, there is a template for "When a contact is created in HubSpot, create a lead in Pipedrive."

This can be automated with the following flow:

When a new contact is created
Create a lead

This template, which was also introduced in Benefit 2, allows for centralized management of leads.
You can keep your target list up to date, making it perfect for sales activities.
Managing prospective customers becomes easier, allowing for efficient follow-up on leads.

The next template is "How to create a ticket based on the response content from integrated ChatGPT when a form is submitted to HubSpot."

This can be automated with the following flow:

When the form is submitted
Engage in conversation
Create a ticket

This is a template using ChatGPT, which automatically generates responses to the submitted form content.
This saves the trouble of manual input, making it very convenient.
Additionally, it allows for immediate response to customer inquiries submitted through the form, eliminating waste.

Summary

The template introduced this time was a flow of "When a deal is added to Pipedrive, create a deal in HubSpot as well."
By integrating Pipedrive and HubSpot, you can update information in real-time and manage lead information centrally.
Automating with Yoom can enhance work efficiency and expand the scope of operations.
Please also use the templates introduced in the advanced section to save effort.
Yoom offers a two-week free trial, so please take advantage of it.