How to send Close.io leads to Hubspot CRM

1. Signup for zapier and search for the Close app

2. Click on Close

3. Click on Choose an event

4. Click on Triggers when a new lead is created.

5. Click on Continue

6. Click on Sign in to Close

7. Click on Settings > API Keys

8. Now create a new API key from Close

9. Name it "hubspot" and create

10. Copy it

11. Click on Continue

12. Click on Choose value…

13. Click on Interested

14. Click on Continue

15. Click on Test trigger

16. After testing Close zap setup, search for the Hubspot zap

17. Click on Create a Contact

18. Click on Continue

19. Now Sign in to HubSpot

20. Click on Connect app

21. Click on Continue

22. Match the properties from Close contacts to Hubspot contacts and you're done!


This workflow was created with Tango.