For customers on our White Label and Embedding plan, you can now send new lead data entered on your Embedded Audit form straight into HubSpot (via Zapier).
If you haven't heard of Zapier, its a powerful integration tool that enables you to connect many of the apps you're already using.
Before you do this, ensure the Embeddable Audit Tool is installed on your website and capturing leads correctly. If you haven't done this yet, check out our step by step installation guide.
Once that's done, let's get started with the Zapier connection:
1. Log in to Your Zapier Account
Go to Zapier and either log in to your account or if you're a new user, create a new account.
2. Add the SEOptimer App to Your Zapier Account
Open a new tab and visit the Embedding Settings page on SEOptimer. Scroll down to the bottom of the page:
Copy the "Zapier Authorization Key" (this key is unique to your account and should not be shared with anyone), then click the blue button "Add SEOptimer to your Zapier account".
This will launch the Zapier Platform page. Click the "Accept Invite & Build a Zap" button:
3. Set up SEOptimer Trigger
After clicking the Accept Invite button, you'll be taken back to your Zapier dashboard. Click the "Create" button in the top left and select 'Zaps' from the dropdown menu:
Once the page has loaded, click the Trigger field and search for SEOptimer. Then click the SEOptimer (1.0.0) app:
Under Trigger Event you'll need to select "New Lead":
Next you'll need to click the blue 'Sign In' button in the Account field to add your SEOptimer account:
This will launch a popup window where you'll need to paste your API key (this key is unique to your SEOptimer account, remember never to share it with anyone else):
Click "Yes, Continue to SEoptimer" and you'll return to the Zap setup with your account details pre-populated. Click "Continue":
The SEOptimer setup is now complete. Click "Test trigger":
You'll see test records called "Lead A" which we populate automatically so you can test the setup all the way through to HubSpot. Click "Continue with selected record" at the bottom of this confirmation page:
4. Create HubSpot Action
Once you've selected your test records you'll be prompted to select the App you'd like to integrate with. In this case we're connecting with Hubspot so select Hubspot from the menu.
Next click on the Action Event field choose the "Create Contact" event:
Under the Account field click the blue "Sign in" button to connect your Hubspot account.
An authentication window will open, scroll down to the bottom, select the appropriate Hubspot account and click "Choose Account":
You'll return to the Zap setup with your account pre-populated. Click "Continue":
Now you need to populate the relevant HubSpot fields with the SEOptimer Lead data.
If you've set up you Embeddable Lead Form to capture any custom form fields, you should create these same fields in HubSpot first and then include them during this step so all form data is captured in HubSpot.
The Customize Contact list is quite long and loads over 40 fields, so you'll need to scroll through carefully and select the correct fields to populate. Once you're finished, hit Continue:
The final step is to run a test with the Lead data. Zapier will push the "John Doe" test into HubSpot when you click "Test Step":
Once your test is successful click Publish to make your Zap live.
Open HubSpot and you should see the "John Doe" test lead populated!
If you have any questions or issues during set up, feel free to get in touch via our live chat in the bottom, right-hand corner.
