Hi Zapier Community,

I’m looking for assistance with setting up a Zap that syncs lead qualification statuses from HubSpot to Klaviyo. Here’s a brief overview of our setup and what we aim to achieve:

Overview

We use HubSpot to qualify leads that come in via Typeform. We have different qualification statuses for these leads:

• Qualified lead
• Step1
• Step 2
• Deal

Objective

We want to create a Zap that:

1. Sends lead qualification statuses from HubSpot to Klaviyo.
2. Create or updates the contact profile in Klaviyo with a property reflecting the current status from HubSpot.

Workflow Example

1. New Lead Qualification:

   • A new lead enters HubSpot.
   • The lead is qualified.
   • This information is sent to Klaviyo via Zapier.
   • A property is created/updated in the contact’s profile in Klaviyo.

2. Status Update:

   • Two days later, the status of this lead changes to "Step1."
   • This updated status is sent to Klaviyo via Zapier.
   • The property is updated in the contact’s profile in Klaviyo.

What I Have Done So Far

1. Connected HubSpot to Zapier:

   • Trigger: Update deal stage
   • Deal Pipeline : OK

   • Deal Stage : OK

2. Connected Klaviyo to Zapier:

   • Action: Create or Update Profile
   • Mapped email as the unique identifier (I have no data from the sample, the email field is empty)

Issues

• When I test the Hubspot trigger, I don’t see the conctact deal email.
• I want to ensure that this setup works both for creating the status if it doesn’t exist and updating it if it already exists.
• On the Klaviyo side, on “action” tab, I have no data from the sample, the email field is empty so I can’t test the Zap.
• Do I need to create the property name on Klaviyo before runing the zap or will it create it itself ?
• Do I new to create 4 identical zaps for each deal stage ?
• Do I need to add steps?

Thank you in advance for your help!

Best regards,
Nick