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:
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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1. Login to your Procesio account.
2. Navigate to the Credentials Manager section.
- Select theΒ + Add NewΒ 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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