HubSpot: Workflows

With our HubSpot integration, you can incorporate Qwilr into your HubSpot workflows. It's a great option for automating your processes even more. In this guide, you'll learn about the workflows available via our integration and how to set them up!

Getting started with Workflows

Note: Workflows can currently be created only off of a Contact record in HubSpot.

Trigger criteria options available:

• When Qwilr Page is viewed
• When Qwilr Page is accepted

In this example, we'll be setting up a workflow that will create a Deal record in HubSpot once a Qwilr Page has been viewed for the first time. For even more details on workflows, please see HubSpot's documentation.

Step 1. In your HubSpot account, navigate to Automation → Workflows

Step 2. Click Create workflow → From scratch on the top right corner.

Step 3. Select Contact based and Blank workflow. Click Next, a black workflow will be created. You can rename the workflow from the navigation bar.

Step 4. Click  Set up triggers and select  When filter is met from the sidebar.

Step 5. Scroll down and select Qwilr: Qwilr Viewed (Contact).

Step 6. Select  Qwilr name → Starts with any of.

Step 7.  Enter the name that your Qwilr Page starts with. In this example, it is "HubspotDealCreator." Click  Apply filter.

Step 8. Add one more criteria: Qwilr Viewed (Contact) Property →  Number of views → is equal to → 1.

Step 9. Click Save.

Step 10. Once the trigger has been created and saved, you will be able to see the trigger details on the workflow panel, click the + button to add an action.

Step 11. From the sidebar, scroll down and choose the Create record → Deal option.

Note: You have to have a Sales Professional license to access this option

Step 12. Update the settings as you need, and click Save. For the purpose of this document we’re only adding the required values, Deal name and Deal pipeline and stage

Step 13: Click Save. The workflow will be updated as follows:

Step 14.  Now Review the workflow. If everything looks correct, turn it on.

In order to turn on the Workflow, select one of the following options: 

• No, only enroll contacts who meet the trigger criteria after turning the workflow on 
• Yes, enroll existing contacts who meet the criteria as of now

And then click Turn on

To test it out, go to your Contact record, and create a Qwilr page which meets the first criteria (Name starts with ‘HubspotDealCreator’)

As soon as the second criteria is met, (Views = 1), you will be able to see the workflow getting triggered on the workflow page, and a Deal record associated with your Contact record will be created using the details you provided 

You are now done! Next time someone views the Qwilr Page that starts with the name you've set up, a Deal record will be created in HubSpot.

Did this answer your question? Got Feedback? Let us know by emailing [email protected]!