Create a HubSpot CRM contact when a user registers in Good Grants
When someone registers in Good Grants, this workflow creates a contact for them in HubSpot CRM, so applicants to your grant programme join the records your team already uses for outreach.
Good Grants
HubSpot CRM2 steps Setup ~5 min Used on 1.4k sites Free to import
What this workflow does
Grant applicants register in Good Grants, while your foundation or programme team manages relationships in HubSpot. Copying each new registrant across by hand is slow, and people who register but never finish an application are easy to lose. This workflow adds every registrant to HubSpot as they sign up.
The Good Grants trigger fires when a user is registered, and the registration details become fields you can map. The HubSpot CRM step then creates a contact from them, using the email address and whatever name details Good Grants sends.
HubSpot's Create Contact action makes new contacts only. If the registrant's email is already in HubSpot, HubSpot may refuse the duplicate, and Task History shows its response for that run. Registration is the only event this workflow listens to, so applications and payments are not sent to HubSpot.
Follow up with registrants who stall
Programme staff see every Good Grants registrant in HubSpot and can reach out to people who signed up but have not applied.
One record for donors and applicants
A foundation that tracks partners in HubSpot keeps grant registrants in the same CRM, so staff see the full picture.
Newsletter and event invites
Registrants become HubSpot contacts you can include when you invite applicants to an information session.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Good Grants User RegisteredFires when a user registers in Good Grants. The new registrant's details are passed to the HubSpot step.
- HubSpot CRM Create Contact
Creates a contact in HubSpot CRM for the Good Grants registrant. Map the email and name details, then connect your HubSpot account.
What you need
- FlowMatticCore
- Good Grants AccountAccount
- HubSpot CRM AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Register a test user in Good Grants after import so the trigger has real data to map into the HubSpot contact.
- Map a fixed value that marks the source, such as Good Grants, into a contact property if the step offers one, so your team can segment these contacts.
- Add a Slack step after HubSpot to tell the programme team about each new registrant.
Questions about this workflow
What if the Good Grants registrant is already a HubSpot contact?
Create Contact does not update existing records. HubSpot may refuse a duplicate email, and Task History shows the response.
Does this send Good Grants applications to HubSpot?
No. It fires on user registration only. Look at FlowMattic's other Good Grants triggers if you also want application events.
Are people who registered in Good Grants before import added?
No. Only users who register after the workflow is turned on create HubSpot contacts.
Which accounts do I connect for Good Grants and HubSpot CRM?
A Good Grants account for your programme and the HubSpot account where contacts should be created.
More CRM & Contacts workflows
Other ready-to-import templates from the same category.
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