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

Those who manage sales or marketing are likely 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, work efficiency increases!
With the no-code tool Yoom, anyone can easily integrate and automate apps.
This time, we introduce the flow of "creating a deal in HubSpot when a deal is added in Pipedrive."

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 are the benefits and automation examples of integrating the apps, so please take a look.

Benefit 1: Real-time Information Updates

The benefit 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

By integrating Pipedrive and HubSpot, you can centrally manage lead information.
For example, when a contact is created in HubSpot, a lead can be created in Pipedrive.
Since new lead information can be managed in both Pipedrive and HubSpot, lead information can be centrally managed.
Pipedrive is strong in sales management, and HubSpot specializes in marketing, so it is recommended for those looking to strengthen the integration of sales and marketing.

Benefit 3: Consistent Data Retention

The benefit 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 both Pipedrive and HubSpot, consistent data retention is possible.
Even if teams are different, data sharing can be done smoothly.
Additionally, the hassle of manual entry is eliminated every time organizational information is updated, which is a major advantage.

With Yoom, Implementation is Easy Without Code!

By integrating apps, you can shorten the time spent on previous tasks.
However, many people avoid app integration because they have the impression that it involves entering code and is difficult.
With Yoom, you can easily automate without any programming knowledge.
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 the flow of "creating a deal in HubSpot when a deal is added in Pipedrive" using a template.

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

How to Create the Integration Flow of Pipedrive and HubSpot

This time, let's set up the flow of "creating a deal in HubSpot when a deal is added in Pipedrive" using the following template.

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 apps.

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 available 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 in Pipedrive

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

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

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

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

Once you transition to the following screen, create a deal on Pipedrive before clicking "Test."
This will allow you to configure settings so that no errors are displayed.
Click "Test" → "Test successful" → "Save."

Once 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 transition to the following screen, please check the settings.

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

Once you transition to the following screen, proceed with the following settings.

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

Configure any other necessary fields.
Click "Test" → "Test successful" → "Save."

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

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Advanced Integration Flow of Pipedrive and HubSpot

The template introduced this time was a flow of "Deal added to Pipedrive" → "Create a deal in HubSpot as well."
Yoom offers other templates using Pipedrive and HubSpot, so here are some examples.

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 lead follow-up.

The next template is "How to create a ticket based on the response from the 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, so it 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 increase work efficiency and expand the scope of operations.
Please use the templates introduced in the advanced section to save effort.
Yoom offers a two-week free trial, so please take advantage of it.