Integrations
Hubspot

8min
Hubspot is a CRM platform that's both powerful and easy to use at the same time. To integrate PROCESIO with Hubspot let's start by configuring your Hubspot account:
Hubspot
  1.    Create a Hubspot account.
  2.    Click the Settings widget in the upper right corner.
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  3.    From Account Setup select Integrations > APi keys.
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  4.    Click the Show button to view your Api key.
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Procesio
  1.   Login to your Procesio account.
  2.    Navigate to the Credentials Manager section.
Select the + Add New button from the upper right corner.
Give a Name to the newly created connection, select Rest Api Configuration from the Credential Type dropdown and optionally add the Description.
Click Next step.
  3.    Add the necessary configurations:
Url: https://api.hubapi.com﻿
Method: Get
Test endpoint: /crm/v3/objects/contacts?limit=10&archived=false (any valid get endpoint can e used here)
Authentication method: Api key authentication
Key: hapikey
Value: the key retrieved in the previous section
Check the Query Parameters checkbox.
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  4.    Click Test connection to validate the credential.
  5.    Click Save.
  6.    Navigate to the Process Designer section.
  7.    Click the Create New button.
  8.    Give your process a name.
  9.    Drag a Call Api action to the canvas and connect it with the other actions.
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  10.    Click the Call Api Action.
  11.    You have the ability to change its name.
  12.    From Select Api Configuration* select the connection created on step 5.
  13.   Click on Configure Request.
  14.    Select the Verb.
  15.    Add the endpoint you intend to use - /contacts/v1/lists/all/contacts/all.
  16.    If needed you have the option to use Query Params, Headers or a Body. For the endpoint w will use w will use the count query parameter count,
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  17.    Create a variable to hold the api response.
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click + Add Variable
Name*: HubspotBodyOutput
Type: JSon
select Single Value
set as: Output - the output check allows us to see the output of the instance
  18.    Return to the Call Api Action Configure request and add the variable <%HubspotBodyOutput%> in the Body Output section.
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  19.    Save, Validate and Run the process.
  20.    Click Check Instance.
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Updated 10 Apr 2023
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