17min

Hubspot

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 theย + Add Newย 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:

  • 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 17 Mar 2022
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