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Answer

What's the best way to handle account access when creating Zaps on behalf of clients?

  • December 14, 2022
  • 2 replies
  • 186 views
A

Hello

We run ads for a number of clients from a single Facebook page using lead forms.
One client uses Hubspot and we'd like to connect their lead form to their Hubspot account via Zapier.

Is there a way to do this without either a) them giving us access to all their client data in Hubspot or b) us giving them access to all our clients' data in the other lead forms associated with the Facebook page?
Thanks, Dan

Best answer by Troy Tessalone

Hi @Access without Access 

Good question.

Yes, if you and the client each have your own Zapier account, then you can keep access separate.

 

EXAMPLE

Your Zapier account

Zap

  1. Trigger: FB Lead Ads - New Lead
  2. Action: Webhook - POST Request
    1. Use the generated webhook URL from their Zap Step 1

 

Client Zapier account

Zap

  1. Trigger: Webhook - Catch Hook
    1. Use the generated webhook URL in your Zap Step 2
  2. Action: HubSpot - Create Contact
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • December 14, 2022

Hi @Access without Access 

Good question.

Yes, if you and the client each have your own Zapier account, then you can keep access separate.

 

EXAMPLE

Your Zapier account

Zap

  1. Trigger: FB Lead Ads - New Lead
  2. Action: Webhook - POST Request
    1. Use the generated webhook URL from their Zap Step 1

 

Client Zapier account

Zap

  1. Trigger: Webhook - Catch Hook
    1. Use the generated webhook URL in your Zap Step 2
  2. Action: HubSpot - Create Contact
⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
A
A

Amazing. That makes absolute sense. Thanks so much.

Troy Tessalone
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