Create a Zap for creating LaunchNotes subscribers from new HubSpot Contacts

Navigate to your Zapier account

  1. 1. Click on Create Zap

    Click on Create Zap
  2. 2. Select HubSpot as the Trigger

    Select HubSpot as the Trigger
  3. 3. Under Event select New Contact

    Under Event select New Contact
  4. 4. Click on Continue

    Click on Continue

Connect your HubSpot account

  1. 5. Click on Continue

    Click on Continue
  2. 6. Click on Continue

    Click on Continue

HubSpot

  1. 7. Click on Create contact

    Click on Create contact
  2. 8. Create a test contact to use for the integration

    Create a test contact to use for the integration

Navigate back to Zapier

  1. 9. Click on Test trigger

    Click on Test trigger
  2. 10. Click on Continue with selected record

    Click on Continue with selected record
  3. 11. To optionally add a filter, click on Add Step Button

    To optionally add a filter, click on Add Step Button
  4. 12. Click on Filter…

    Click on Filter…
  5. 13. Click on Choose field…

    Click on Choose field…
  6. 14. Click on Contact information: Lifecycle Stage, or any other attribute you want to filter by

    Click on Contact information: Lifecycle Stage, or any other attribute you want to filter by
  7. 15. Click on Choose condition…

    Click on Choose condition…
  8. 16. Click on (Text) Is in

    Click on (Text) Is in
  9. 17. Click on Contact information: Lifecycle Stage lead

    Click on Contact information: Lifecycle Stage lead
  10. 18. Click on Continue

    Click on Continue
  11. 19. For the Action, click on Webhooks by Zapier

    For the Action, click on Webhooks by Zapier
  12. 20. For the Event, click on Custom Request…

    For the Event, click on Custom Request…
  13. 21. Click on Continue

    Click on Continue
  14. 22. Select POST for the Method

    Select POST for the Method
  15. 23. Set the URL to https://app.launchnotes.io/graphql

    Set the URL to https://app.launchnotes.io/graphql
  16. 24. Paste the code snippet into Data

    { "query": "mutation CreateProjectSubscription($projectId: ID!, $email: String!, $workItemId: ID, $categoryId: ID,) {createProjectSubscription(input: {projectSubscription: {projectId: $projectId,subscriber: {email: $email, type: SUBSCRIBER},workItems: [{id: $workItemId}],categories: [{id: $categoryId}],skipOptIn: true}}) {projectSubscription {id createdAt subscriber {email,confirmedAt}}, errors {path,message}}}", "variables": {"projectId": "Project ID","email": "Email address variable from trigger","categories": "Category IDs","workItems": "Roadmap item IDs",} }

    Paste the code snippet into Data
  17. 25. Replace the Email address variable from trigger with inserted data from HubSpot

    Replace the Email address variable from trigger with inserted data from HubSpot
  18. 26. Replace the Project ID with the LaunchNotes project ID

    This will be formatted beginning with pro_ and can be found in the URL when in the LaunchNotes management portal

    Replace the Project ID with the LaunchNotes project ID
  19. 27. Optionally specify categories and/or roadmap items (work items) in the data variables

  20. 28. Set Unflatten to No

    Set Unflatten to No
  21. 29. Add header for "Authorization"

    Add header for "Authorization"
  22. 30. Set Authorization to "Bearer " followed by your management API token

    The management API token can be created and found in LaunchNotes under Settings -> Embed, API & RSS -> API

    Set Authorization to "Bearer " followed by your management API token
  23. 31. In LaunchNotes, copy a management API to

    In LaunchNotes, copy a management API to
  24. 32. Paste element

    Paste element
  25. 33. Click on Add another item

    Click on Add another item
  26. 34. Add a second Header "Content-Type"

    Add a second Header "Content-Type"
  27. 35. Set "application/json" as the value

    Set "application/json" as the value
  28. 36. Click on Continue

    Click on Continue
  29. 37. Click on Test step

    Click on Test step

Success 🎉

You'll see the test email address as a new subscriber in your LaunchNotes page, and once this Zap is published it will create new subscribers for all new contacts in HubSpot.