How to connect HubSpot to Albato
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.
- New contact
- Contact changed
- New contact
- Find contact
How to add a connection
Open the Connections 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 Connections tab you can change the name of the connection and refresh access.
How to create a bundle with HubSpot
Let's suppose you need to create a bundle of HubSpot and YouTrack.
Open the My bundles tab and click the New button.
The first step is to set up the origin service. Select the following values:
- service for sending data - HubSpot;
- event - New ticket;
- your connection.
The next step is to set up the destination service. Select the following values:
- service for receiving data - YouTrack;
- action - New issue;
- your connection and project.
Fill in the fields according to your needs.
The bundle is ready!