Overview

Use this workflow to automatically sync new leads from your Reachdesk Landing Pages into HubSpot using Zapier and Google Sheets. This ensures that every time someone claims a gift, their details are instantly updated or created in your CRM.

The workflow follows these steps:

1. Set up a Google Sheet to collect your landing page submissions.

2. Connect Google Sheets to Zapier as the trigger.

3. Set HubSpot as the action to find or create a contact.

4. Map the fields and publish your Zap.

Before You Start

Make sure you have access to:

• A Reachdesk Landing Page created via the self-serve tool in-platform.

• A Google Sheet where your landing page submissions are being sent.

• A Zapier account.

• A HubSpot account with permissions to edit contacts.

Steps

Step 1: Set Google Sheets as the Trigger

1. In Zapier, click Create Zap.

2. Select Google Sheets as the trigger app.

3. Choose New or Updated Spreadsheet Row as the trigger event.

4. Connect your Google account and select the specific spreadsheet and worksheet you’re using to collect landing page data.

5. Test the trigger to pull in a sample record.

Step 2: Add HubSpot as the Action

1. Add a new action step and select HubSpot.

2. Choose Find Contact as the action event.

3. Connect your HubSpot account.

   • Important: In the "Action" setup, check the box that says "Create HubSpot Contact if it doesn’t exist yet?". This allows Zapier to search for an existing email first to avoid duplicates, but creates a new record if one isn't found.

Step 3: Map Your Fields

Map the columns from your Google Sheet to the corresponding HubSpot fields. To ensure your contacts are ready for future gifting campaigns, we recommend mapping these as a minimum:

• Email (Required for finding/matching the contact)

• First Name

• Last Name

• Phone Number

• Country (Required if you plan to send physical items later)

Step 4: Test and Publish

1. Run a test in Zapier to confirm the data appears correctly in HubSpot.

2. Once verified, Publish the Zap.

3. From now on, any new row added to your Google Sheet will automatically trigger the HubSpot sync.

Update Your Landing Page Disclaimer

Since you’re moving data into your CRM, you’ll need to update the disclaimer on your Reachdesk Landing Page. This ensures recipients know their information is being stored in accordance with your privacy policy.

You can edit this text directly within the Landing Page Creator in the Reachdesk platform.

Support

• For help with the Reachdesk platform or landing page setup, please reach out to support@reachdesk.com.

• For complex custom workflows, you can book time with our Solutions Engineering team here.

Frequently Asked Questions

What happens if the contact already exists in HubSpot? 

Zapier will find the existing record via the email address. Depending on your mapping, it will update the existing contact rather than creating a duplicate.

Do I need a specific HubSpot version? 

This workflow works with most HubSpot tiers that allow API access via Zapier. Confirm your HubSpot permissions allow for "Contact" write access.