HubSpot is a customer communication service that allows you to manage your customer base, automate marketing and sales. Integration with HubSpot allows you to set up two-way data exchange: create new contacts, find and edit existing contacts, transfer information from HubSpot to other systems and update the data automatically.
Available triggers:
- New contact
- Contact changed
Available actions:
- New contact
- Find contact
How to add a connection
Open the Apps tab, click the Add a connection button.
Find the service in the search bar.
Set the name for the connection.
Click the Grant access button.
In the authorization window select your account.
Ready! Open the created connection. In the Apps section you can change the name of your connection and refresh its access.
How to create an automation with HubSpot
Let's suppose you need to integrate HubSpot and YouTrack.
Open the Automations tab and click the New button.
The first step is to set up the origin app. Select the following values:
- app for sending data - HubSpot;
- event - New ticket;
- your connection.
The next step is to set up the destination app. Select the following values:
- app for receiving data - YouTrack;
- action - New issue;
- your connection and project.
Fill in the fields according to your needs. Click the Continue button.
The automation is ready!
