Zapier: Hubspot and Ignition
Learn how to create a new client in Ignition and update Hubspot when the proposal is signed
Sarah Courtney avatar
Written by Sarah Courtney
Updated over a week ago

Disclaimer: if you want to replicate the below zaps, you’ll need a paid version of Zapier so that you can use multi-step zaps.

In this example, we are going to create two Zaps - one to create a client in Ignition when lead in Hubspot is moved to a specific deal stage, and a second Zap to update the deal in Hubspot when the Proposal is signed in Ignition.

Zap #1 - Create client in Ignition when lead in Hubspot is moved to a specific deal stage

Get a head start with this pre-made Zapier template (click the image below):

This Zap uses the following 3 apps

How this Zap works

  1. Connect your HubSpot account in Zapier

  2. Use the Formatter by Zapier to convert the Deal Owner ID in HubSpot to an email address used in Ignition - *this is an optional step but it will allow you to set the deal owner in HubSport as the client manager in Ignition

  3. Find the company in HubSpot

  4. Find the contact in HubSpot

  5. Create the client in Ignition

See all the steps in action in this short video:


Zap #2 - Update the deal in Hubspot when a Proposal is signed in Ignition

Get a head start with this pre-made Zapier template (click the image below):

This Zap uses the following 3 apps

How this Zap works

  1. Proposal is accepted in Ignition

  2. Find the corresponding deal in HubSpot

  3. Update the deal in HubSpot

  4. Create a new row entry in your Google Sheets CRM - *this is an optional step if you want create a backup of the proposal/deal

See all the steps in action in this short video:

*It’s important to note that the update deal Zap is not yet supported in the New Proposal Editor, but will work for Classic proposals in Ignition.

Need some help?

We'd love to help you get this zap up and running. Please reach out to your account manager, or if you aren't sure who your account manager is, please email us at support@ignitionapp.com

Happy zapping! 🚀

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