Importing leads and trials from HubSpot using Zapier

Use Zapier to automatically send leads and trials from HubSpot to ChartMogul to track metrics such as Leads and Trial-to-Paid Conversion Rate.

Here’s what we cover in this article:

Resources and further reading:

Before you begin

Step 1 — Set up a trigger

Zapier offers a beta version of its AI-powered Zap builder. Click + Create Zap and try the prompt, “For every new contact in HubSpot, create a new customer in ChartMogul. Use Formatter between the steps.” Follow the instructions below for additional configuration.

  1. Log into Zapier and go to ChartMogul Integrations. Next, enter HubSpot and select the app from the list. Click Connect these apps.
    Screenshot of Zapier’s ChartMogul integrations page with search results for Hubspot.
  2. Click Untitled Zap and enter your Zap’s name. For example, Push leads and trials from HubSpot to ChartMogul.
    Screenshot of the default Zap title.
  3. Select 1. HubSpot.
    Screenshot of a Zap containing two empty steps: HubSpot and ChartMogul. The HubSpot step is highlighted.
  4. Select New Contact as the Event. Click Continue.
    Screenshot of the App & event section with HubSpot selected as the app and New Contact selected as the event.

  5. Connect your HubSpot account by clicking Sign in.
    Screenshot of the Account section with a button to sign into HubSpot.
  6. Log into HubSpot, select your HubSpot account, and click Choose account. Agree to HubSpot’s terms and privacy policy and click Connect app.
  7. Click Continue.
    Screenshot of the Trigger section with a list of additional properties to retrieve and two buttons: Refresh fields and Continue.
  8. Confirm the properties you’d like to retrieve with the trigger. Use the Additional properties to retrieve drop-down to include more properties. Click Continue.
    Screenshot of the Trigger section with a list of additional properties to retrieve and two buttons: Refresh fields and Continue.
  9. Click Test trigger to test your trigger. Click Continue.

Step 2 — Set up Formatter by Zapier

  1. Click + to add a step before 2. ChartMogul. Click the new step.
    Screenshot of the plus sign icon between the HubSpot and ChartMogul steps with a tooltip saying, Add a step.
  2. In the Change action dialog, select Format from the Built-in tools.
    Screenshot of the Change action dialog highlighting the Format button in the Built-in tools section.
  3. Select Date / Time as the Event. Click Continue.
    Screenshot of the App & event section with Formatter by Zapier selected as the app and Date / Time selected as the event.
  4. Enter the following details, then click Continue::
    • Transform — select Format
    • Values — select Contact Information: Create Date as the input
    • To Format — select YYYY-MM-DD (2006-01-22)
    • To TimezoneUTC (default)
    • From Format — select X (1137971045)
    • From TimezoneUTC (default)
       Screenshot of the Action step with selections as described here.
  5. Test your action by clicking Test step. Click Continue.

Step 3 — Create a customer in ChartMogul

  1. To configure your ChartMogul action, select Create a Customer as the Event and click Continue.
    Screenshot of the App & event section with ChartMogul selected as the app and Create a Customer selected as the event.
  2. Click Sign in to connect your ChartMogul account.
    Screenshot of the Account section with a button to sign into ChartMogul.
  3. Link your ChartMogul account: enter your read & write API key found under Profile > View Profile > API keys in ChartMogul and click Yes, Continue to ChartMogul. Click Continue.
    Screenshot of the dialog where you provide your ChartMogul API key.
  4. To set up the action, enter the following details, then click Continue:
    • Data Source UUID — find your source UUID by navigating to Data & Config > Sources and clicking the Settings  icon for the source you want to use.
    • Customer Name — select Contact information: First Name and, Contact information: Last Name
    • External ID — select Contact information: Email
    • Customer Email — select Contact information: Email
    • Lead Created at — select Created At
    • Free Trial Started at — select Created At, or choose the formatted date field that best suits your needs. This includes custom fields you’ve created as long as the value is a date. To format any additional dates, you may need to add an action using the Formatter by Zapier app.
      Screenshot of the top part of the Action step with fields as described here except for Lead Created At and Free Trial Started At.
      Screenshot of the bottom part of the Action step with the Lead Created At and Free Trial Started At fields and two buttons: Refresh fields and Continue.
  5. Test your action by clicking Test step. Click Continue.
  6. Click Publish to activate your Zap.

The Zap will import new leads and trial HubSpot accounts into ChartMogul.

When a customer converts from a free trial to a paying customer, a duplicate customer record will be created in ChartMogul from your billing system. When this happens, we recommend merging the trial customer record with the new customer record. You need to complete this step to report trial-to-paid conversion rates.

We’d love to hear how you use Zapier. Contact us to share feedback and integration ideas.

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