Q&A

anyone connected this to hubspot? hows the integration

Sep 12

we use hubspot as our CRM and i need to: 1. create/update contacts in hubspot when a form is submitted 2. pull deal data from hubspot into a table for reporting 3. trigger a workflow when a deal stage changes in hubspot is there a native hubspot integration or do i need to use the HTTP node with the hubspot API? if its the API route, anyone have examples of the auth setup? on zapier we had a hubspot trigger but it was super limited, could only trigger on like 3 events

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Comments (3)

Jenny Torres · Sep 13

we use hubspot with this daily. for your 3 use cases: 1. form > hubspot contact: workflow with form trigger > HTTP node to hubspot API (POST /crm/v3/objects/contacts). straightforward, you map form fields to hubspot properties 2. hubspot deals to table: scheduled workflow that runs nightly, pulls deals via hubspot API and upserts into a tinytable. we use this for our weekly sales reporting 3. deal stage change trigger: this one you do with a hubspot webhook. set up a workflow subscription in hubspot that fires a webhook when deal stage changes. that webhook triggers your workflow here auth setup: create a private app in hubspot, get the access token, use it as a Bearer token in your HTTP node headers. took maybe 15 minutes to set up

Sara Liu · Sep 14

this is incredibly helpful. the private app approach for auth is much simpler than i expected. setting this up today

Maya Singh · Sep 16

we do the same hubspot integration. one tip - cache your hubspot property mappings in a config table so you dont have to update the workflow every time a custom property changes in hubspot