Cohort Name -> " hubspot-contact-lifecycle-stage- 1.Ensure you fill in at least one of "User ID" or "Anonymous ID". Fill in all the mandatory fields, and you will be presented with an option to test this setup. Select if you want to add or remove a user.In the next step, "Set up action", you will see a form to fill in or map from the previous step.From the event dropdown, select: "Add or Remove User From Cohort (Audience)".Click on continue to move to the next step. Click "Test trigger", and Zapier will try to fetch a recent Contact.Select the other additional properties you want to retrieve.Select the Property Name to add the trigger as: "Contact Information: Lifecycle Stage".Choose the "Event" as "New Contact Property Change".Step 1: Select Hubspot as the trigger app This workflow uses the Add or Remove User from Cohort (Audience) Action.įor this use case, we will set up a Zap to automatically add new leads in the Lifecycle Stage "Attempted to Connect" (custom lead stage) to a custom segment inside MoEngage so that we can later send them reminder emails using Campaigns. Add Leads to a Custom Segment in MoEngage info You can now send campaigns by filtering users that have relevant user attributes. Go to your Hubspot user's profile and look under custom attributes: You can also verify this in your MoEngage dashboard. If the API call was successful, you should see a "success" return.In the final step, click on "Test & continue".Once you are satisfied with your mappings, click on "Continue".In the below images, we only show you those fields which have been mapped: Other Attributes -> hubspot_lifecycle-stage -> Contact Information: Lifecycle Stage.Last Name -> Contact Information: Last Name.First Name -> Contact Information: First Name.Full Name -> Contact Information: First Name Contact Information: Last Name.For our setup, we have linked the following:.You can add the relevant custom user attributes as per your requirements. In the next step, "Set up action", you will see a list of attributes and user properties for you to either fill in or map from the previous step.You can either choose that or connect a new one. Following the prerequisites, you should see your MoEngage account already listed.From the event dropdown, select: "Create or Update User".Search for "MoEngage" from the apps and select it. Step 2: Select MoEngage as the Action app Click "Test trigger" and Zapier will try to fetch a recent Contact.Select the properties you want to retrieve.Select your Hubspot account from the dropdown and click continue. Choose the "Event" as "Contact Recently Created or Updated".This will enable you to engage your contacts and gain more insights timely.įollow the steps: Step 1: Select Hubspot as the trigger app You can create or update users in MoEngage each time there is an update in their Lifecycle Stage. This workflow makes use of the Create or Update User Action.Įvery contact in HubSpot is either a lead, opportunity or customer. Add or remove users from a cohort (segment) in MoEngage when the deal enters a new stage inside Hubspot.Import new email events from Hubspot to MoEngage.Trigger a campaign from MoEngage each time a new product is added to Hubspot.When a new deal is created, add the contacts into a custom cohort (segment) in MoEngage.Automatically import all new and updated contacts from Hubspot into MoEngage.Add or remove HubSpot leads/opportunities to custom segments in MoEngage.Create or update HubSpot contacts in MoEngage.We leverage Zapier to enable this integration. The MoEngage and HubSpot integration can help you connect your marketing and sales team by fluently moving data between MoEngage and HubSpot - making it easy to engage your new contacts in HubSpot through MoEngage, and carefully curating an experience for your prospects at every stage of your sales funnel. It is a platform that connects your marketing, sales, and services tools to a unified CRM database. HubSpot is a cloud-based customer relationship management software or CRM.
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