Searching for a way to connect OptinMonster to WordPress? Your search ends here. OptinMonster is…
Wondering how you can connect HubSpot to WordPress? You’re in the right place!
HubSpot is a cloud-based platform that offers tools for email marketing, sales, marketing automation, and contact management. With it, you can easily automate marketing campaigns, convert visitors into subscribers using landing pages, manage contacts, group users based on their preferences, engage with customers, and much more.
In short, HubSpot comes with all the tools needed to build and maintain a healthy relationship with your customers. And the best part is you can start using HubSpot for free.
HubSpot already offers a WordPress plugin that allows you to build forms, manage contacts, track visitors, and more. However, their official plugin doesn’t allow you to connect HubSpot to other WordPress plugins. And that’s where Uncanny Automator stands out.
In case you’re not aware, Uncanny Automator is a no-code automation plugin that can connect WordPress plugins, WordPress sites, and popular web apps. That means you can automate important tasks by connecting HubSpot to LMS plugins, membership sites, form plugins, social sites, event plugins, and more.
In this article, we’ll share the step-by-step process of connecting HubSpot to WordPress with the help of the Uncanny Automator plugin. Later, we’ll also share some use cases on how you can automate multiple tasks by using HubSpot and WordPress together.
How to Connect HubSpot to WordPress
It’s time to show you how to connect your WordPress site to HubSpot with the help of an example – creating a contact in HubSpot when someone completes a LearnDash course.
In Uncanny Automator, you need to create a recipe for automating any task. And every recipe needs at least one trigger and one action. In our case, the trigger will be someone completing a LearnDash course. And the action will be creating a contact in HubSpot automatically.
We’re assuming that you’ve already installed the Uncanny Automator plugin on your WordPress site. So without further ado, let’s share the step-by-step process of connecting HubSpot to your WordPress site.
Note: Uncanny Automator supports many LMS plugins like LearnPress, LifterLMS, MasterStudy LMS, Tutor LMS, and more. So you can use any LMS plugin of your choice instead of LearnDash – the process will remain the same.
Step 1: Create a Free Hubspot Account
If you already have a HubSpot account, you may skip this step. If not, you need to visit the HubSpot website to create a free account using our link.
To get started, you need to click on the Get free CRM button:
Clicking on that button will open up the HubSpot sign-up page. Here you can need to enter some basic details like name and email address. You can also create a new account using your existing Google account.
In the next few steps, HubSpot will ask you to enter some details about your company. Once you’re done, you’ll have to verify your email address to activate your HubSpot account.
Step 2: Create a Recipe
After creating a free HubSpot account, you need to visit the dashboard of your WordPress site. Next, head over to Automator -> Add new from the left sidebar of your admin panel. Then, you’ll have to select Logged-in users as the recipe type.
Next, you need to add a recipe title (can be anything you like) in the Add title box. Let’s name our recipe – LearnDash to HubSpot.
In the next two steps, we’ll be setting up the trigger and the action for our recipe.
Step 3: Choose LearnDash as the Trigger
In this step, we’ll be creating a trigger for our recipe. To get started, you need to select LearnDash from the list of integrations.
Selecting LearnDash will open up a list of trigger options. Here you need to select A user completes a course.
Next, you can select a specific course from the Course dropdown. You don’t need to change the Course field if you want to trigger the recipe on completion of all the available courses.
Finally, you need to click on Save to make your trigger live.
Step 4: Choose HubSpot as the Action
Now we’ll be creating the action for our recipe. So click on the Add action button to open the list of integrations. Then, select HubSpot under Select an integration:
This will open up a popup window and will ask you to complete the following 2 steps (if you haven’t already done that):
- Activate your license if you’re a premium user or create a free account on Uncanny Automator if you’re a free user.
- Connect your HubSpot account to Uncanny Automator.
Note: Free users get 1,000 credits to try out HubSpot and other premium integrations. Once you use up the free credits, you can upgrade to the premium version for unlimited usage. (Credits are not used or required for recipes that don’t connect to non-WordPress apps.)
After completing the steps, you’ll see a list of HubSpot options to choose from. Select Create/Update a contact in HubSpot to proceed.
Now you’ll see a new Email address field. Here you can click on the Asterisk icon to open the list of dynamic tokens. Then, you need to add the User email token to the Email address field. (In Uncanny Automator, dynamic tokens are variables that can retrieve data from the WordPress database.)
Finally, you can click on the Save button to make your action live.
Step 5: Publish the Recipe
The final step is to publish our recipe. So change the toggle option in the Recipe box from Draft to Live.
That’s it! Your recipe is live now. That means a new contact will be created in HubSpot automatically whenever someone completes a LearnDash course.
Use Cases For Connecting HubSpot to WordPress
Uncanny Automator offers a number of HubSpot actions like adding a contact to a list, updating a contact, adding a user in HubSpot, and more. And you can easily use these actions for connecting HubSpot to your WordPress site to automate important workflows.
For example, you can add a HubSpot contact to a static list when the following conditions are triggered:
- A user attends a live event (via The Events Calendar, Modern Events Calendar, or Events Manager)
- Someone registers for an online meeting or a webinar (via Zoom Webinar, GoToWebinar, or Zoom Meetings)
- Someone joins a BuddyPress or BuddyBoss social group
- A user purchases a one-time subscription or a recurring subscription product on your MemberPress site
- Someone submits a form (built using WPForms, Formidable Forms, or Ninja Forms)
- Someone applies for a job via WP Job Manager
You can even automate other tasks like removing a HubSpot contact from a static list. For example, when a user’s payment for an order is refunded (via Easy Digital Downloads), you can remove the contact from the list. Or, you can also remove a contact from a list when a user cancels a membership (via Paid Memberships Pro).
Note: HubSpot doesn’t support tag functionality, but you can use HubSpot lists in place of tags.
Uncanny Automator also allows you to add multiple triggers and actions to a recipe. This way, you can easily create complex workflows for your WordPress site.
Let’s take the example of removing a contact from a list when an order is refunded. Here you can add another action like getting an SMS notification or getting a message on your Slack channel. You can also send an automated email to the customer and ask follow-up questions to understand why your product failed to meet their expectations.
Get Started With HubSpot Automation Today
HubSpot is a powerful platform that offers tools for marketing, sales, customer support, and contact management. By using WordPress and HubSpot together, you can increase your productivity by automating various tasks and focusing on other important business activities.
Uncanny Automator is the automation tool that can easily connect HubSpot to core WordPress and popular WordPress plugins. And you can use the tutorial in this article as a reference for creating multiple HubSpot recipes.
Have any questions on how to connect HubSpot to WordPress or do you want to share any HubSpot recipe ideas with us? Please feel free to comment below.