Replacing Zapier Integration with Hubspot - Salesforce Integration
SOLVE
Hi All,
I inherited a tech stack that I'm trying to unwind a bit. The current stack is:
- Hubspot Marketing Hub
- Non-Hubspot forms
- Zapier connection to route non-Hubspot form submissions to Salesforce
I've since implemented the Hubspot-Salesforce integration, and am now looking to eliminate Zapier. Is this as simple as replacing all of our non-Hubspot forms with Hubspot forms, or are there other considerations?
If your Zaps use the form submission trigger then they must have specific forms reference in them. Therefore, replacing the non-hubspot forms with HubSpot forms should stop the zaps from firing. So, yes, that should be a solution.
The main consideration now is to make sure that contacts that would have been created by a Zap are created by the integration instead - which means making sure they are on your inclusion list if any - and the same data is passed - by reviewing your field mappings.
If your Zaps use the form submission trigger then they must have specific forms reference in them. Therefore, replacing the non-hubspot forms with HubSpot forms should stop the zaps from firing. So, yes, that should be a solution.
The main consideration now is to make sure that contacts that would have been created by a Zap are created by the integration instead - which means making sure they are on your inclusion list if any - and the same data is passed - by reviewing your field mappings.