👉 TL;DR 👈
Copy this Zap and follow adjust to your specific HubSpot + Structurely accounts
👉 Go to Zapier and create a new Zap 👇
👉 Search for and select "HubSpot"👇
👉 Select "New Contact Property Change" as your trigger. Click Continue. 👇
👉 Connect your HubSpot Account (it will show a pop-up that will require you to give Zapier access to your HubSpot account). You can click "Test". Click Continue. 👇
👉 Select the Property Name that is unique to you, for leads you'd like to send to Structurely (in this example, the Contact Property we use is called "Enroll in Structurely"). Click Continue. 👇
❗ NOTE: ❗ To create a new HubSpot Contact Property, follow this guide
👉Add all the properties you'd like to receive for this Zap. ❗❗❗ At a minimum, Structurely needs a phone number from a lead (we'd also like a name, email and other identifying info) 👇
👉 Search and select "Webhooks by Zapier" as your Action app 👇
👉 Select "Custom Request". Click Continue. 👇
👉 Choose "POST" as the Method in Custom Request action step 👇
👉 Copy the following information into their corresponding fields 👇
"subject": "(HubSpot) Direct",
👉 Keep scrolling down and add the following values to the HEADERS field "Content-Type" "application/json" Click Continue. 👇
👉 Send a test through. NOTE: If you send a test lead through for a real lead that lead will actually be contacted. Click Finish. 👇
👉 Be sure to name your Zap something unique in the top left. Then turn it ON when you're prepared to start copying HubSpot leads into Structurely. 👇
❗ NOTE: ❗ This Zap will only run for leads that come through when your unique Contact Property has been updated.
🎊 Nice job, your HubSpot Leads will now be responded to by your Structurely AI Assistant!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your HubSpot account.
👍 You should have now received a response from your AI Assistant via SMS through your Structurely AI Assistant's Phone Number to the number you filled out.
You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message your Structurely AI Assistant responded with.
Tell us if it didn't work!
If you aren't receiving a response from your AI Assistant, or don't see the new lead in your HomeChat dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team