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How to integrate Hubspot with Mailfold (Zapier)

Estimated reading: 3 minutes 217 views

If you use Hubspot CRM to manage your contacts and their information, you can integrate it with your Mailfold account. That will allow you to send them gift cards, thank you postcards, or any information through Direct Mail.  

1. Go to CONTACTS

On the dashboard, click on ‘Contacts’. 

 

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2. Click on INTEGRATIONS or INTEGRATION

Now on the ‘Contacts’ view, go to the menu located on the right side of the screen. Then you can either click on ‘+Add Contacts’ and then on ‘Integrations’, or the ‘Integration’ blue button. 

 

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The ‘Integrations’ view will appear if you click on any of them. 

 

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3. Click on LEARN MORE 

On the Automate with Zapier square, click on ‘Learn More’. 

 

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4. Create ZAP

The Zapier window will show up, now you have to click either on ‘Create Zap’ or start creating your workflow. 

 

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5. Select Hubspot

Start connecting the app on the ‘Create your own workflow’ space. In this case, Hubspot, 

 

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6. Select Mailfold 

Then select Mailfold, to be able to connect Hubspot with it. 

 

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7. Select Action

Once you have finished with the apps, it is time to select the events. First, select the event that needs to happen. In this case, select ‘New contact’. 

 

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8. Select Second Action

This is the action that is gonna happen on Mailfold. Select ‘Create Contact’. This way. anytime a new contact gets in your database, it will be created automatically on Mailfold. Once you are done, click on ‘Try it’. 

 

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9. Click on CONTINUE

A new view will appear, so, click on ‘Continue’. 

 

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10. Connect Hubspot account 

Now, it is time to connect your Hubspot account with Zapier. 

 

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Once you have finished connecting your account, click on ‘Continue’. 

 

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11. Set Properties 

In ‘Set up trigger’ all the properties to retrieve will appear. If you wanna add more, click on ‘Choose value’. If you are okay with the ones listed, click on ‘Continue’. 

 

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12. Test Trigger

All the information related to the contacts on Hubspot will appear. 

 

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If the information you want is okay, click on ‘Continue’. 

 

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13. Connect Mailfold account 

Now, it is time to choose your mailfold account. To do so, click on ‘Choose an account’. 

 

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14. Select your account 

Connect your Mailfold account with Zapier and then select it.

 

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Then click on ‘Continue’. 

 

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15. Set up Action

In this step, select the respective information to be added to Mailfold.

 

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16. Name Contacts List 

Once you have classified the information, it is time to name your contacts list. This name will be your list name on Mailfold. 

 

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17. Click on CONTINUE 

Once you have finished naming your list, click on ‘Continue’. 

 

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18. Click on ‘Test & Continue’

The information will appear on the screen. If it is okay, it is time to test it. To do so, click on ‘Test & Continue’. 

 

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A message will appear informing you that the contact was sent to Mailfold. 

 

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19. Check Mailfold 

Go to the Mailfold dashboard and click on ‘Contacts’. 

 

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The list you created has to appear on your contacts view. If it doesn’t check twice your workflow. 

 

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20. Click on PUBLISH ZAP

If everything is okay with Mailfold and Hubspot, it is time to publish your workflow. To do so, click on ‘Publish Zap’. 

 

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21. Click on PUBLISH & TURN ON

A pop-up window will appear, click on ‘Publish & Turn On’. And just like that, you integrate your  Hubspot contacts with Mailfold. 

 

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