Use Zapier to send customer information from HubSpot to your Duranta account automatically. This cuts down on manual data entry and keeps customer records the same in both apps.
Before you begin
Make sure you have:
The Duranta account you want to import customers into
Access to your HubSpot account
A Zapier account
Permission to connect HubSpot and Duranta to Zapier
đĄ You can start from Duranta: go to Settings, then Integrations, and select Connect via Zapier on the HubSpot card.
Step 1: Create a new Zap
1. Sign in to Zapier.
2. Select Create, then Zap.
3. Give the Zap a name, for example HubSpot to Duranta Customers.
Step 2: Connect HubSpot
1. In the Trigger step, select HubSpot.
2. Choose the event that starts the Zap, such as a new contact.
3. Connect your HubSpot account and follow the prompts to let Zapier access it.
4. Test the trigger to make sure Zapier can find a sample HubSpot contact.
Step 3: Connect Duranta
1. In the Action step, search for and select Duranta.
2. Choose Create or Update Customer.
3. Connect your Duranta account and follow the prompts.
Step 4: Map your customer information
Match the HubSpot contact fields to the Duranta fields, for example:
Name â Customer name
Email â Email
Phone Number â Phone
Street Address 1 â Address Line 1
Street Address 2 â Address Line 2
State/Region â State / Province
Postal Code â ZIP / Postal Code
Check the mapped fields before you continue.
Step 5: Test the Zap
1. Select Test to send the sample HubSpot contact to Duranta.
2. Open Duranta and check that the customer was created with the right details.
If anything is missing or in the wrong field, go back to Zapier and fix the field mapping.
Clients in HubSpot:
The same clients imported into Duranta:
Step 6: Publish the Zap
When the test works, select Publish to turn on the Zap. New HubSpot contacts that match your trigger are now sent to Duranta automatically.
For all the fields and how updates work, see Importing customers with Zapier in the web app.