This article focuses on how to add feedback to ProdPad from Hubspot.
To complete this Zap you will need:
- A Hubspot account
- A Zapier account
- A ProdPad Starter+ account
Step 1: Select your Trigger
To get this going, we will select the trigger from Hubspot as "New Ticket in Hubspot" and retrieve the following properties:
- Ticket Information: Ticket ID
- Ticket Information: Object ID
- Ticket Information: Ticket Status
- Ticket Information: Category
- Ticket Information: Ticket Name
- Ticket Information: Ticket Description
To ensure you have the right data, run a quick sample check. Be sure to update a request prior to running this check.
Step 2: Add a Filter
Next we will add a filter so that only tickets with a particular status move forward. In this case, we are choosing any ticket with the ticket category "Feature Request."
Step 3: Find Associations in Hubspot
This step will help us retrieve the contact's information based on the ticket submitted.
Step 4: Get Contact Information
Now that we have located the contact, we want to get the correct information to then pass on to ProdPad.
This will be based on the contact found on step 3.
Step 5: Send to ProdPad
Now it's time to send feedback to ProdPad!
Here's the recommended mapping:
|Contact Information: First Name // Contact Information: Last Name
(Based on Get Contact data)
|Ticket Information: Name // Ticket Information: Description
(Based on New Ticket data)
|Contact Information: Email (Based on Get Contact data)||User Email|
|Ticket ID (Based on New Ticket data)||External Link Name|
|Ticket URL (Based on New Ticket data)||External Link URL|
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