Send New Leads to Your CRM - Hubspot
howdy chatbots, fans and welcome back in this lecture, I'm going to teach you how to set up a connection between mobile monkey and hubspot using zap this way, you could push your data from mobile monkey directly into hubspot or your crm doesn't matter if you're using Szot ho or hubspot or Salesforce or s. A. P. Orrin sightly or Microsoft dynamics or any of these other popular crm, all of those are available apps to use in zap here, which means you can make that connection between mobile monkey and that app. But in our purposes since hubspot is a really popular one, I use it a lot and we use it a lot for our clients. We're gonna walk you through how to do it with hubspot. So without further ado let's jump into mobile monkey. So here we are in a mobile monkey dashboard again and I'm gonna use the exact same body flow as we use in the previous lecture, which is that webinar registration form. Again, the first thing we wanna do is head over to our connections dashboard and add a new connec...
tion, a web hook. And I'm gonna title this hubspot all contacts connection description. We're gonna continuously send contacts. We're gonna continuously send contact data from an audience. We're going to select all contacts and we need that U. R. L. Okay, so we need to go back to zap here, we need to click make a zap. And once again we're gonna name our zap first and I'm just gonna call this mobile monkey to hubspot and I'm gonna search again for web hook. Well folks buys appear and it's going to be a catch hook because we're sending data from mobile monkey two's Appier save and continue. We're gonna skip the next step. We do not need to pick anything off a child key and we're going to copy this U. R. L. To our clipboard, we're going to paste the U. R. L. Here and we're gonna leave this as post and we're gonna add the attributes we want. So I'm gonna look for first, I'm gonna add first name, the value is gonna be a first name. I'm going to add an attribute called last name for last name. I'm gonna add an attribute for email and I'm gonna attribute and I'm gonna add an attribute for a phone. And this time phone is going to work because we can send phone numbers into our crm. And I'm gonna look for a phone number and keep in mind you could add whatever other custom attributes that you've collected. So if you have a hubspot field for company name or company size or whatever it may be. You could obviously send as many of those attributes from mobile monkey into hubspot into your crm. Let's test the connection to make sure the U. R. L. Is working again, we just to test test test test dot com, send the test connection is successful, which means that you are relevant zap you provided us is in working order, I'm gonna X out of this and I'm gonna turn my connection on because this way you need to turn the connection on in order for the next step ins appear to actually work. Now we're gonna go back to zap here and we're gonna see now we're gonna go back to zap here and we're gonna test to see if mobile monkey could successfully push the information into this web hook. So we're gonna click ok. I did this and now it's waiting for us to go do something. So let's go back to mobile monkey. Go back to our page flow go back to our webinar registration form and let's test this page in messenger so we can see if the information gets into happier properly. So again the weapon administration tap your email and obviously this is on the desktop that will work just as well on a mobile phone. What's your phone number? Click enter. Great. You're all set Isaac will send you a reminder an hour before the webinar begins and now the moment of truth let's go back to zap here to see what happened. Test successful. Beautiful. It's working as it should be. So let's go ahead and click continue and now we're gonna set up our zap to send the information to hubspot. So all you need to do is search for hubspot which is right here, click enter and we want to add and what we wanna do here is create or updated contact there are a lot of different options. I could add a if I have a complicated email workflow in hubspot. If I have an email workflow and but I could add a contact to a workflow. Say for example I have a workflow for people who submitted a sales request form or for people who downloaded a piece of content like an e book. And I have a bunch of emails that go out periodically and I've spent a lot of time putting that work flow together. And of course I could replicate that workflow in messenger but there's no reason why the email workflow doesn't have to also work. So anybody who downloads an e book, let's say through messenger through one of my boat flows into mobile monkey. I could then create a zap to add that contact to that directly to that workflow or I could add a contact directly to a list. For the sake of this example let's just create a new contact in hubspot. So I'm going to select, create or update contact that's the action that I want to happen. I'm going to click save and continue. I'm going to connect the account that I want and I'm gonna click save and continue. So now I'm gonna set up my so now I'm gonna set up the hubspot template with the information that I just sent in from mobile monkey through that test. So email great email came through beautifully because it's pulling from our hubspot account. It's pulling a lot of additional custom fields that we've set up in our own personal hubspot account. So to find the other variables quickly, I'm just gonna do a command f and search for first name right over here and I'm gonna do first name search for last name over here and put it in last name and phone phone number over here and put in my phone number field. Okay, so we have the four fields we want to send into hubspot scroll down and click continue. Here's the sample data. Let's send this test to hubspot and here in hubspot we see that the contact was successfully added and I know that this is the test that I just sent because this is the dummy phone number that I just put in. So I'm actually going to delete this contact and delete it back into zap here, click finish and turn this app on and you're done. So it takes just minutes to set up these complex connections that are so, so helpful and so useful and really help you supercharge what you're doing with mobile monkey. Getting all this data using the lead magnets using the marketing automation using the drip campaigns using the blasts and then you're really getting more powerful by taking all that data that you're receiving and pushing it into all these different systems that you're using. Whether it be go to webinar or whether it be hubspot or your other crm just creates so many more opportunities Zap. You're literally links up with thousands of applications like slack and Szot ho and zoom and so many more I F. T. T. And you could do such cool things with data if you get creative and your clients, if you're managing this for other companies, will be incredibly impressed when they see how sophisticated you're getting with your messenger marketing techniques. I look forward to seeing you in the very next lecture where I show you how to set up an sms text notification based on a zap and based on specific audiences in mobile monkey. I look forward to seeing you guys in a couple of seconds in the very next lecture.