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Best answer

Agile CRM Hubspot Intergration

  • 10 March 2020
  • 1 reply
  • 38 views
A
  • Anonymous
  • 0 replies

Hello!

I have just started to use Zapier!

I am trying to integrate Agile with HubSpot & the condition is that when a tag is added to a particular contact in agile crm, a workflow in HubSpot will be activated for that particular contact from HubSpot. One thing to note that the contact does not exist in HubSpot

The data is flowing from Agile but not in HubSpot.

I am sure I am doing something wrong here!


Should I make a zap to create a contact in HubSpot from Agile CRM & then internally in Hubspot create a workflow?


Any suggestions on how to do it correctly?


Thanks!




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Best answer by Liz_Roberts 11 March 2020, 13:56

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Liz_Roberts
Userlevel 7
Badge +8

Hi @nisanta ,

Thanks for reaching out!

To set up this flow you will want to select "New Tag from Contact," as your Trigger in AgileCRM and "Add Contact to Workflow" as your Action in Hubspot:

Untitled ImageOnce you click the blue button to connect your Agile CRM + HubSpot accounts, you will be able to select your desired workflow from HubSpot:

Untitled ImageCheck out this integration article for additional information and let us know if you have any further questions!



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