Welcome to the HubSpot integration! This integration will enable customer information collected through AddEvent RSVP to automatically be added to your HubSpot account!
Whenever you create and share an event with AddEvent, you have the option of turning on RSVP functionality so you can keep track of who will be coming to your events. RSVP forms are completely customizable, so you can collect names, email addresses and any other custom information you wish to know. This information is automatically organized and displayed in your AddEvent account.
Using the new HubSpot integration, when someone RSVPs for your event, they will automatically be added as a contact in HubSpot! It’s now easier than ever to keep your contact databases in-sync and improve you workflow efficiency.face
To get started with the HubSpot integration, please review the steps below. Please note that this is meant to be a helpful guide but not complete, step-by-step instructions for Zapier integrations. For more help getting started with Zapier, please visit their Learning Center.
Ensure you have a Zapier account (if you do not, you will need to create a Zapier account).
Once you've logged in, you'll be directed to the My Zaps page. Now click the 'Make A Zap!' button at the top right navigation area.
In the "Name your zap" input field (on your top left), please type in 'AddEvent + HubSpot'. Below the headline "1. When this happens ...", please type in 'AddEvent' in the apps search box.
Once you've found 'AddEvent' in the app list, click on it to take you to the next step.
Make sure 'AddEvent' is selected in the 'Choose App' select box and that 'New RSVP Attendee' is selected in the 'Choose Trigger Event' select box. Click 'Continue'
Now you need to connect Zapier with your AddEvent account. Here you need to use your AddEvent API Token. First, click the 'Sign in to AddEvent' button
Open a new browser window and sign into your AddEvent account. You can find your AddEvent API Token in the "Account" area in the 'Account ID and API Token' section.
Copy the API Token from your AddEvent.com account area, then paste it into the API Token section on Zapier to allow Zapier access to your AddEvent account and click 'Yes, Continue'.
Once you've connected your AddEvent.com account to Zapier, click 'Continue'.
In the next step, you may either 'Skip' or 'Find Email'. This is necessary for Zapier to test the connection by going to your AddEvent account to see if Zapier can find an email.
If your AddEvent account finds an email, you'll be presented with a success screen (confirmation). If no emails are found, that means you don't have any RSVP attendees yet. You can click the 'Skip' button.
In the next 'Do this ...' section, please type in "HubSpot" in the search box and click on the HubSpot App.
Next, click the 'Choose Action Event' drop down and select 'Create or Update Contact', then click 'Continue'.
Next, please click the 'Sign in to HubSpot' button.
(If you don't have an account, you need to create a HubSpot account).
Connect your HubSpot account to Zapier by entering your HubSpot Email Address and Password, then click 'Log in'.
Once your HubSpot account is connected, click 'Continue'.
Next, please select 'Email' in the 'Contact Email' select box. Click the 'Continue' button.
Optional: If you would like the first and last name to be populated into your HubSpot list, scroll down to the First and Last Name fields, click the Plus option, and select the fields to populate.
Next, you can send a test to HubSpot or skip the test. It's recommended to send a test to ensure a successful connection and that the data is being added to the HubSpot Audience correctly.
Now, your Zap is ready to be turned on! Click the 'Turn Zap On' button and you're all set! Your event RSVPs will now automatically be added as contacts to your HubSpot list 😎
To manage your newly created Zap, you can do so at your My Zaps home page.
We’re in the process of building out more integrations, so stay tuned for more ways to automate data transfer and improve the efficiency of your workflows! And by the way, let us know if you have an integration that we don't cover yet.face
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