Add contact to workflow

1. Choose HubSpot as your target app and pick the connection you want to use. If you don’t have one, you may create it from this screen. GearPlug will make a quick test to check that everything works.

GearPlug will check whether the connection functions properly before moving on. If it doesn’t, you won’t be able to continue setting up your Gear.

1. Select “Add contact to workflow” to show a drop-down menu of your workflows. Pick the one you want to use. This will show a data template.

1. Click the red gear to display the data template. The only field here is “Email.”

“Add contact to workflow” only works by moving existing contacts in HubSpot whose email matches the email entering from your source app. If you import an email that doesn’t exist in your HubSpot account, nothing will happen.

1. Click “Map” once you’re done with your data template.

1. Click “Add a target” or “Save” to add another target app or save your current Gear, respectively.

Remember to turn on your Gear before closing the GearPlug app!