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How to connect HubSpot and Instantly
Create a New Scenario to Connect HubSpot and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Instantly will be your first step. To do this, click "Choose an app," find HubSpot or Instantly, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Instantly Node
Next, click the plus (+) icon on the HubSpot node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the HubSpot and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring HubSpot, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and Instantly integration works as expected. Depending on your setup, data should flow between HubSpot and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and Instantly
HubSpot + Instantly + Google Sheets: When a new contact is created in HubSpot, their information is added to Instantly as a lead, and then logged in a Google Sheet for analysis and tracking campaign performance.
Instantly + HubSpot + Slack: When a new lead is created in Instantly, this flow updates the existing contact or creates a new contact in HubSpot, then notifies the sales team in Slack about the new lead.
HubSpot and Instantly integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ HubSpot and Instantly
How can I connect my HubSpot account to Instantly using Latenode?
To connect your HubSpot account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update HubSpot contacts from Instantly leads?
Yes, you can! Latenode's visual editor makes mapping fields easy. This keeps your HubSpot CRM current with enriched lead data from Instantly campaigns.
What types of tasks can I perform by integrating HubSpot with Instantly?
Integrating HubSpot with Instantly allows you to perform various tasks, including:
- Create HubSpot contacts from new Instantly leads automatically.
- Trigger Instantly email sequences when a HubSpot deal reaches a stage.
- Update HubSpot contact properties based on Instantly campaign activity.
- Add HubSpot contacts to Instantly campaigns based on list membership.
- Sync custom fields between HubSpot and Instantly for unified data.
Can I filter HubSpot data before sending it to Instantly?
Yes, you can use Latenode's filtering capabilities. This ensures only relevant HubSpot data triggers actions in Instantly, saving resources.
Are there any limitations to the HubSpot and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding knowledge.
- Rate limits imposed by HubSpot and Instantly APIs may affect performance.
- Historical data migration between the two apps needs manual setup.
