Update Contact Properties Zap
In order to send good personalized emails and marketing campaigns, you need to make sure that your contacts’ personal information is always up to date. To make it easy for you, you can link your service to Mailjet via Zapier, and once a detail is updated on an account in the service you are using, the same is updated in the contact properties on Mailjet’s end.
In this example we will show how to achieve this using Hubspot CRM and Mailjet - when a contact property is updated in Hubspot, the contact properties in Mailjet are updated as well.
Here is how we will achieve this:
- Create a zap using Hubspot CRM and use their “New Contact Property Change” trigger.
- Choose a property update that will trigger the zap.
- Select Mailjet as the Action App, using the “Update Contact Properties” action.
- Match the Hubspot CRM contact properties with Mailjet ones, so that the information in Mailjet can be properly compared and updated.
Click on ‘Make a Zap!‘, choose a zap name, then for a Trigger App search for and select Hubspot CRM.
It is time to select the trigger. From the list of triggers choose ‘New Contact Property Change’ and click on ‘Continue’.
You need to select the Hubspot CRM account you want to use, or connect a new one to Zapier. For this example, we will show how to connect a new Hubspot CRM account.
Click on ‘Connect an Account’.
In the pop-up window that appears you will be asked to submit your Hub ID.
The Hub ID can be found by logging in your Hubspot CRM Dashboard, near the top-right corner.
Go back to the pop-up window, enter the Hub ID and click on ‘Yes, Continue’.
You will see a message asking you to confirm that you want to allow Zapier access to your Hubspot data. Click on ‘Authorize’.
Once you do that, the pop-up window will close, and when you go back to the zap creation page, you will see a new “Hubspot CRM #” account present there.
Select the new account and click on ‘Save + Continue’.
Now you need to select the property update that will trigger the zap.
If you want to keep it simple, you can decide to update a single piece of information - e.g. when a contact’s phone is updated, update the same in Mailjet.
We will take the more complex approach and choose the ‘Recent Sales Email Opened Date’ property. When the customer opens a new Sales email, Zapier will automatically check if their personal details in Mailjet - address, phone etc. - are up-to-date, and if not they will be updated. Nice, right? :)
When you have selected the property, click on ‘Continue’.
You need to test the trigger - Zapier will try to fetch a property change for an existing account in Hubspot CRM.
Simply click on ‘Fetch & Continue’ to initiate the test.
Click on ‘Continue’ to complete the trigger phase and move on to configuring the Action!
First of all, you need to search for an select Mailjet as the Action App.
Choose the action to be performed when the trigger is activated. In our case, this would be ‘Update Contact Properties’. Afterwards, click on ‘Continue’.
Select the Mailjet account you want to use, or connect a new one to Zapier. For reference please click here.
You now need to onfigure the match-up of your Hubspot CRM contact properties to your Mailjet ones, so they can be properly updated when the zap is activated.
You will see a list of your properties.
The ‘Email’ property is the only mandatory one, However, it is useful to match additional ones – e.g. Address, Phone, Postal Code etc. This will help you later both when personalizing emails in Mailjet and for segmentation of the contact list for marketing campaigns, for example.
You can create the Mailjet properties you need in our Contact Properties section.
Here is an example on how to match your Mailjet ‘Email’ contact property with the same one in Hubspot CRM.
In the end you will have a picture similar to the one below. When you are ready, click on ‘Continue’.
You will need to test the zap. You can check the information pulled by Zapier and see if it the properties are correctly aligned.
Click on ‘Create & Continue’. If you wish to skip the test, select the ‘Skip Test & Continue’ option.
When the test is successful (or skipped), you will see a message informing you about the same. Click on ‘Finish’ to complete the zap.
All that’s left is to turn on the zap, and you are ready to go!