Getting those important inbox conversations into your CRM can be a breeze with HeyReach and Zapier. Here's how you do it.
Step 1: Set up Zapier
Go to Zapier and select HeyReach as your trigger app.
Choose the event "Message Reply Received" to capture replies from your inbox.
Step 2: Connect HeyReach
For this, you need to enter Zapier API key. Click here to access the tutorial guidance on where to find the API key on Zapier.
Step 3: Configure HubSpot
In Zapier, set HubSpot as your action app. Choose "Create Contact" (or another event like "Create or Update Contact").
Step 4: Map Your Data
Map fields such as first name, last name, email, job title, and LinkedIn URL. Include conversation details, like recent messages, so your CRM has all the context.
Step 5: Test and activate
Run a simple test to ensure everything flows smoothly. Once confirmed, activate your Zap to automatically push inbox conversations from HeyReach to HubSpot.
And that's it! Now, your important conversations will be well-organized in your CRM, making follow-ups and management a lot easier.