Register Leads to Your Webinar via HubSpot Workflows

Got a webinar on contrast and the list of leads?

Let's add them to HubSpot and register them to your contrast webinar using HubSpot workflows.

If your leads are not already on HubSpot, we need to import them first.

The first row of your file, should have headers.

For example email, first name, last name, and they have to match your HubSpot properties.

Make sure your file format is also supported by HubSpot.

HubSpot currently supports CSV, XLSX and XLS formats.

Now to import your file into HubSpot, open HubSpot, go to the left menu, navigate to CRM, then click on Contacts and on the top right corner you will see the import button.

Click on it and select the import a file option.

Here you have a few options.

We are just importing contacts that we're going to register later on to our webinar on Contrast.

So I'm going to just do quick import contacts only.

Then you need to select your file.

So click Choose a file, select the file with your leads, then click Open.

And at the bottom right you have Next.

Click on the next button.

And here HubSpot is going to try to auto map the columns.

So you can see first name in your file is mapped with the first name property on HubSpot code.

Same for the email and last name.

And you also have some unmapped columns here.

If you want to map them you need to click on this drop down that says choose or create a property and select the property that you want to map.

Or you can also create a new property.

In this case I don't want to map anything else.

Just the first name, last name and email is enough for me.

So I'm going to tick on the don't import data in unmapped columns uh part and click next.

Here you need to give a name to your import.

So I'm gonna just leave it Register to webinar and I will tick this on to agree with the terms and click Finish Import.

So now it's gonna import all the data that was in my spreadsheet to HubSpot.

You can see that the contacts are imported.

Now I need to create a list from these contacts that I can use later on in my workflow.

So here you can see there is a button called actions.

Click on it and click on add imported contacts to segment.

Here you have a drop down with a few options.

Going to create a new static segment.

So I will select the new static segment option from the drop down and click on add.

You can see that I already have a list called like this.

So I will call it Register to webinar two.

Next I'm going to check if everything is correct and if it looks good I will just click next.

I want my list to be a static list and I'll Just save and process the segment.

You can see that HubSpot has created a new list with all the data that I imported.

Now I need to go to the workflows and create a workflow to register all these people to my Contrast webinar.

In the left menu go to Automation.

Click on Workflows to create a new workflow.

On the top right corner you have the Create Workflow button.

Click on it and select From Scratch.

Now we need to set up the trigger.

This is going to be a contact based workflow.

So let's select the contact then save and continue.

And then I'm going to select when filter criteria is met as a trigger and I'll choose the segment list membership to filter the people.

I want to go through this workflow and I need to search for the list I just created.

It was called Register to Webinar 2.

Make sure the filter is set, is member of this segment.

Then if everything looks correct, click done and save the trigger.

Now we need to set up the action.

So click on this small icon then scroll all the way down to the integrated apps.

I already have my contrast account integrated so I will just select my account.

Then my action is going to be register these people as a webinar attendee.

So I will select this And here HubSpot is going to show you a drop down with all the webinars available.

Select the one that you need and you also have an option to set up any confirmation emails inside HubSpot.

I'm not going to do that because I'm using Contrast confirmation emails.

Then click Save Once the action is set we need to review and turn on the workflow so on the top right corner you have review and turn on here under do you want to enroll contacts that currently meet the enrollment criteria.

When the workflow turns on, I'm going to set this to yes.

You can see that I already have six contacts that meet the enrollment criteria.

This is exactly the number of leads that I imported, to HubSpot.

Then I'll just scroll down to make sure everything is correct.

I don't need to set up anything else, so I will just click skip and turn this on.

HubSpot is going to automatically generate a name, for this workflow in the description.

So if everything looks correct, just turn on the workflow.

And it's done.

Now all we need to do is, to go to our Contrast account and see if all these people are moved to Contrast.