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Example Zap: Coworks + HubSpot
Example Zap: Coworks + HubSpot

How to integrate the Coworks CRM with HubSpot to sync contacts & leads across your CRM systems and manage your lead flow using Zapier.

DeShawn Brown avatar
Written by DeShawn Brown
Updated over a week ago

SETUP REQUIRED: If this is your first zap in Coworks, please stop and make sure you've completed the necessary setup steps here. Once you get to section 2, please skip those steps and start here.

Example Zap - Add Coworks captured leads into HubSpot

In this example, we're going to make sure that all leads that are captured into the Coworks CRM are automatically added to HubSpot as Contacts.

Pro Tip: If you upgrade to multi-step Zaps, you can add more steps. For example, after creating a contact, you could attach that contact to a team, and attach the team to a deal in your deal pipeline stages.

Breakdown of the Zap

App 1: Coworks

Trigger: New Contact Created

App 2: HubSpot

Action: Create Contact

Summary: When X (New Contact Created) in Coworks, do Y (Create Contact) in HubSpot.

How to set up the Zap

  1. Log in Zapier

  2. Click on "+ Create Zap" to make a new Zap.

  3. Click on the "Trigger" step. In the modal that appears, select "Coworks" as the app, and then set the "Event" to "New Contact."

    Note: Currently Coworks only supports the ability to trigger for all contacts (meaning leads and contacts). You can not, for example, set up a trigger for just leads created.

  4. Choose your Coworks account and select your campus (the context in which the contact was made).

    You can test the trigger at this point if desired.

  5. Select HubSpot as the second app, and set the "Event" as "Create Contact."

  6. Log in to and connect your HubSpot account to Zapier.

Now, you can build a new contact in HubSpot by mapping the corresponding fields from the Coworks lead.

Here, we're mapping the Coworks lead email to the contact email in HubSpot.

After you're finished customizing the new contact, go ahead and save it and give it a test.

Once successful, turn on your Zap and watch your HubSpot contacts get populated every time you've added a new lead in Coworks!

Happy Coworking!

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