Learning Recap: Zapier + HubSpot Integration + Filters
Today I advanced my Zapier skills by connecting a real CRM (HubSpot) and learning how to add conditional logic to an automation, so it only runs when specific criteria are met.
What I Practiced
✅ Connected my real HubSpot account to Zapier, including authorizing app permissions
✅ Built a Trigger using HubSpot’s “Contact Recently Created or Updated” event
✅ Created a test contact in HubSpot to generate real sample data for the workflow
✅ Ran a live test on the Trigger step and confirmed it passed
✅ Added a Filter by Zapier step between the Trigger and Action, to control exactly when the automation continues
✅ Configured a filter condition (“Only continue if Contact City exactly matches a specific value”)
✅ Ran a live test on the Filter step and confirmed the condition passed correctly
✅ Configured an Email by Zapier action using dynamic data (contact’s first name and email) pulled automatically from HubSpot
✅ Ran a live test on the Action step and confirmed the email was sent successfully
✅ Cleaned up the workflow by removing an unused extra step, leaving a clean 3-step automation
Skills Practiced
• CRM integration and account authorization
• Multi-step workflow design (Trigger → Filter → Action)
• Conditional logic / rule-based automation
• Dynamic data mapping between connected apps
• Live testing and validation at every stage of a workflow.