Runs through Zapier → Darwin + HubSpot Open API settings ↗
When a visitor leaves their name and email in Darwin’s chat, Zapier creates the contact in HubSpot, or updates the one with the same email, with the page they chatted on and a link to the conversation.
This connection runs through Zapier: Darwin’s Zapier app starts the Zap and Zapier’s HubSpot app does the work in HubSpot. You choose the fields. This recipe is a two-step Zap, which Zapier’s free plan includes.
Before you start
- A HubSpot account, free or paid. The person who connects HubSpot to Zapier needs Super Admin permission in HubSpot.
- Darwin added to your Zapier account and a Darwin key for Zapier. Connect Zapier covers both in two minutes.
Create a contact for every new lead
1
Choose the Darwin trigger
In Zapier, create a Zap. For the trigger, choose Darwin and the event New Lead. Connect your Darwin account with the key, then select Test trigger to load a sample.
2
Add the HubSpot action
Choose HubSpot as the action app and the event Create or Update Contact, then connect your HubSpot account.
3
Map the fields
Darwin’s lead carries Email, First name, Last name, Company and Phone when the visitor gave them, plus Page URL, Traffic source, the UTM values, Darwin’s grade and Darwin url, a link to the conversation. Map at least the email:
4
Test and publish
Test the action, check the result in HubSpot, then publish the Zap. The next lead from your website appears in HubSpot within a minute.
Also useful
- Log the conversation link. Put Darwin url in a HubSpot contact property so a rep can open the whole chat from the record.
- Book-ready visitors. A second Zap on Meeting Booked can update the same contact, so reps see who booked from the chat.
- Link the records back. Add Darwin’s Create or Update Contact action with External ID set to the HubSpot record ID, so both systems point at each other. Steps after the first need a paid Zapier plan.
Good to know
- The Zap acts on leads from the moment you turn it on. Earlier leads are in Darwin under Conversations, which you can download as a CSV.
- Darwin sends each lead once. If the same person chats again with the same email, HubSpot updates the contact instead of adding another.
Darwin isn't listed in Zapier
Darwin isn't listed in Zapier
Darwin is in private beta on Zapier. Open the invite link in Connect Zapier while signed in to the Zapier account you build Zaps in.
Is this a native HubSpot integration?
Is this a native HubSpot integration?
No. It runs through Zapier: Darwin’s Zapier app starts the Zap and Zapier’s HubSpot app creates the contact. You choose which fields go where.
My Agent Studio test didn't start the Zap
My Agent Studio test didn't start the Zap
Preview conversations never start a Zap, so testing your agent doesn’t fill your tools. Chat on your live website to test end to end, or use the samples from Test trigger.