How Connecting Mapulus and HubSpot Can Help Your Business.
Using Zapier, businesses can easily connect HubSpot with Mapulus, opening up a new level of spatial analysis for sales and customer relationship management. For example, with a simple setup, you can set a Zap to automatically create or update a location in Mapulus whenever a new business is added or updated in HubSpot. The geographic analysis available through Mapulus can be a powerful tool for market segmentation, sales planning, territory management, targeted advertising, logistic planning, and more. This guide will walk you through setting up this integration and starting with a couple of Zap templates to kickstart your setup.
If you’d like to set up a custom Zap with a different trigger, check out our supprt article to get you started. We’ve also created a number of Zapier templates to intergrate with popular applications. You can check them out on our Zapier intergrations profile.
Here’s how to get started with HubSpot and Mapulus.
First, you’ll need to generate an API key from your Mapulus account and set it up in your Zapier account. Follow the steps outlined in the Mapulus-Zapier blog post to complete this.
To help you get started, we’ve created several Zapier templates to integrate with popular applications, including HubSpot. You can check them out on our Zapier profile. In this article, we are using the Create Mapulus Locations for New HubSpot Company”, “Update Mapulus Locations for Modified HubSpot Company”, and “Delete Mapulus Locations when HubSpot Company is archived”. These three templates will allow you to keep your Mapulus map synced with HubSpot and visualise the locations of your customers’ Company addresses.
To start with this integration, first, create a Zap using the “Create Mapulus Locations for New HubSpot Company” template. This will set you up with the basics of what you need.
Click on the HubSpot step in your new Zap. If you haven’t already connected a HubSpot account, you’ll be asked to sign in. Follow the steps outlined in Zapier to connect your HubSpot account.
Now click on the Mapulus step. If you haven’t already connected a Mapulus account, you’ll be asked to sign in. Follow the steps outlined in Zapier to connect your Mapulus account by adding your API key.
So Mapulus knows which map and layer the locations should appear on, in the Mapulus step, under the Layer attribute, select the Layer you want the locations to be created on. If you want to add companies to different layers in the map based on custom attributes in HubSpot, you can use a custom attribute to select the correctly named Layer. Make sure you create the layer on the map in Mapulus first, or the Zap will fail.
The template comes with some custom attribute mapping in place. You can add any number of custom attributes to appear in Mapulus so you can have that additional information on hand. Review the custom attributes and adjust them to your needs.
Once you’ve set up your triggers and actions, name your Zap, test it, and publish it. Zapier will automatically act whenever the trigger event occurs and add new Company locations to your Map. Note: It’s important to have well-structured addresses in HubSpot so Mapulus can correctly geocode the address.
Now that you have company locations appearing in your Mapulus map, you’ll want to keep them updated. You can now set up the “Update Mapulus Locations for Modified HubSpot Company”, and “Delete Mapulus Locations when HubSpot Company is archived” templates to keep everything current.