What is the Zappier Integration for Sales Automation?
Our Zapier integration gives you the power to automate workflows between the RollWorks Sales Automation feature and other apps you use, such as Slack, Google Sheets, Typeform, Calendly, CRM systems, and many more.
This article will walk you through the steps needed to connect your RollWorks account to your HubSpot account. With this connection, you're able to easily push RollWorks data such as a lead's Job Title, LinkedIn URL, Company Size, Company Industry, etc. to your CRM without having to manually upload a CSV.
How do I setup the Zapier integration to connect HubSpot and RollWorks Sales Automation?
Step 1: Sign in to your Zapier account and from the Dashboard Select RollWorks and HubSpot under "What are you looking to automate today?"
Step 3: If you want to push information once the lead has been redeemed select 'State Changed'. Alternatively, you can push information to your HubSpot account only once a lead positively responses or when they have opened one of your emails. Once everything looks good, click "Use Zap".
Step 4: When prompted - sign into your RollWorks account and push continue. Select whether you would like to "Test and Review" or "Test and Continue".
Step 5: Select the App and Event, we are using HubSpot CRM- but this integration will also work with any other CRMs listed in Zapier.
Step 6: You will then be prompted to log into HubSpot. You will then need to grant Zapier access to your HubSpot. Once verified click continue.
Step 7: You're then provided a number of different options re: how you'd like to push information to HubSpot. For this example, we are going to create or update a contact.
Once all of your desired fields have been mapped- push save and turn your Zap on 🙂
Zappier for Sales Automation FAQs
Is Zapier free to use?
Setting up a Zapier account is free but you are limited to which apps you can use and how many Zaps can happen per month. For more information on Zapier's pricing, visit their website at https://zapier.com/pricing
Will the Zappier Integration sync over my email communication?
No, this will only sync over contact and company information. If you'd like to sync over email communication, you can set up a BCC sync between your RollWorks Sales Automation feature and HubSpot. Here's an article that can walk you through how to set up the BCC sync.