Find and click on "Hubspot" in the App & Event section

Choose the trigger for pushing data into WooSender

Select your Hubspot account to connect

Click "Test trigger" and then "Continue"

Look for WooSender and click on the most recent version in the App

Set up the action trigger fields (Leave the field blank for Round Robin)

Click on "Test action"

Go to your WooSender account and verify if the test contact has been added

If the test contact has been successfully added to WooSender, publish your Zap

Locate the "tag" field in the action

Select the appropriate tags that will be assigned to your leads after they are transferred to WooSender.

Locate the pipeline and stage fields in the action

Select the particular stage and pipeline to which you want to direct the leads

Select Create Appointment in WooSender

Fill out the required data (Title, startTime, endTime,)

Test zap to see if the appointment was added

If successful test, publish zap

Create Contact in HubSpot (Action)

Select the Action trigger fields (First Name, Last Name, Email, Phone Number, etc...)

Click Test Action

Check HubSpot if contact was created

If the test contact has been successfully added to HubSpot, publish your Zap

Select Create Contact Action

Fill out the required fields

Test Zap

If successful, and contact shows up in HubSpot

Publish Zap

Select Create Engagement in HubSpot

Select Event (Create Engagement)

Engagement Type: Meeting

Fill out the required actions (Title, startTime, endTime, and Meeting description)

Test Zap

If successful, publish zap

Select Create Engagement in HubSpot

Select Event (Create Engagement)

Engagement Type: Meeting

Fill out the required actions (Title, startTime, endTime, and Meeting description)

Test Zap

If successful, publish zap

Select Create Contact event

Connect HubSpot account

Fill out the required actions (first name, last name, email, and phone number)

Test the zap (if successful, publish the zap)

Select Create Deal event

Connect Hubspot account

Fill out the required Action items (Deal name, Stage, pipeline)

Test action (if successful, publish zap)

Select Create Deal event

Connect Hubspot account

Fill out the required Action items (Deal name, Stage, pipeline)

Test action (if successful, publish zap)