Hey everyone! I’m trying to set up a connection between HubSpot and Airtable using Zapier. The goal is to pull marketing data from our website and email campaigns into Airtable for easier reporting. Has anyone done this before?
I’m especially interested in getting analytics for our email workflows. It would be great to have a chart in Airtable that shows sends, clicks, CTR, opens, and other metrics for each email in a workflow.
When I looked at Zapier, I only found zaps for syncing contacts, which isn’t what I need. Are there any hidden gems or workarounds to get this marketing data flowing from HubSpot to Airtable?
Any tips or experiences would be super helpful! Thanks in advance for your input.
I’ve tackled a similar challenge before, and while it’s not straightforward, there are ways to achieve what you’re after. Instead of relying solely on pre-built Zaps, consider using HubSpot’s API in conjunction with Zapier’s Webhooks. This approach allows you to pull specific marketing data points you need.
First, set up a webhook in Zapier that triggers when new data is available in HubSpot. Then, use HubSpot’s API to fetch the desired metrics. Finally, create an action in Zapier to push this data into your Airtable.
It requires some coding knowledge, but it’s more flexible than standard Zaps. You might need to involve a developer if you’re not comfortable with APIs. Also, be mindful of API rate limits and data refresh frequency to ensure you’re not overloading either system.
This method worked well for our team, providing real-time marketing insights directly in Airtable.
I’ve actually implemented a solution for this exact scenario at my previous job. We ended up using a combination of tools to get the job done effectively.
First, we utilized HubSpot’s workflows to automatically trigger data exports whenever certain conditions were met (like a campaign ending or reaching a specific engagement threshold). These exports were set up to include all the metrics you mentioned – sends, opens, clicks, CTR, etc.
Then, we set up a Zapier workflow that monitored a specific folder in our company’s Google Drive. Whenever a new CSV file appeared (which was the export from HubSpot), Zapier would automatically parse it and push the data into the corresponding Airtable base.
It took some initial setup and fine-tuning, but once it was running, we had near real-time marketing data flowing into Airtable without much manual intervention. This allowed our marketing team to create dynamic reports and dashboards directly in Airtable.
One caveat: make sure your Airtable base is structured correctly to receive this data. We found it helpful to have separate tables for different types of metrics to keep things organized.
hey, i’ve done smthing similar. have u tried using hubspot’s reporting add-on? it can export data to csv, which u can then import to airtable via zapier. not perfect, but it works for basic metrics. might need to tweak things a bit to get all the workflow stuff tho. good luck!