How to Create a HubSpot Call in Hyros using Zapier
The Power of Automation
Using the magic of Zapier, it is now possible to create a HubSpot call in Hyros and effectively track and attribute your calls to specific campaigns. For the uninitiated, HubSpot is a popular CRM (Customer Relationship Management) platform used by many businesses to manage their sales and marketing activities. Hyros, on the other hand, is an advanced analytics and tracking platform that provides valuable insights into your marketing campaigns. By following these steps, you can enhance your data analysis and make informed decisions based on accurate information.
To begin, you will need three essential tools: HubSpot, Hyros, and Zapier. Zapier acts as the bridge between HubSpot and Hyros, enabling data transfer and automation. If you don’t have a Zapier account, don’t worry—it’s free to create one, and you only pay for usage beyond certain limits.
Let’s dive into the step-by-step process of setting up the integration and tracking your HubSpot calls in Hyros!
Step 1: Connect HubSpot and Hyros in Zapier
- Log in to your Zapier account and search for HubSpot.
- Connect your HubSpot account by following the prompts.
- Repeat the process for Hyros, ensuring you have your Hyros API key handy.
- Go to your Hyros dashboard, navigate to the settings, and copy your API key.
- Paste the API key into Zapier to connect your Hyros account.
Step 2: Set Up the Automation in Zapier
- In Zapier, create a new Zap and select HubSpot as the trigger app.
- Choose the event “New Engagement” and select “Type Meeting” as the meeting type.
- Test the trigger to ensure it works correctly.
- Add a filter to only allow meetings with specific titles to proceed.
- For example, you can filter by metadata title to include only meetings with the title “Wealthy Investor.”
- Continue and test the filter to confirm it’s functioning properly.
Step 3: Retrieve Contact Information
- Add a step to fetch the contact associated with the new engagement.
- Continue and test the action to ensure it retrieves the correct contact information.
Step 4: Create a Call Tag in Hyros
- Add the Hyros app as the next step in Zapier.
- Select “Create Call” and name it (e.g., “HubSpot Book Call”).
- Use the contact email, first name, last name, and phone number from the previous steps.
- Continue and test the action to ensure it creates a call in Hyros.
Step 5: Verify the Call in Hyros
- Open your Hyros account and navigate to the reporting section.
- Go to sales data and calls to verify that the call has been successfully logged.
- You can view the details and track the call’s performance within Hyros.
Step 6: Finalize the Automation
- Close and publish your automation in Zapier.
- Give it a name that reflects its purpose, such as “Create HubSpot Calls in Hyros.”
- Congratulations! You now have an automation that creates calls in Hyros for HubSpot meetings.
By following these steps, you can effectively track and attribute your HubSpot calls in Hyros. This integration allows you to gain valuable insights into your marketing campaigns and make data-driven decisions. Remember to regularly monitor your data and analyze the results to optimize your campaigns further and take full advantage of the valuable insights provided by Hyros.
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