Integrations
Hubspot
6min
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 3\ from account setup select integrations > api keys 4\ click the show button to view your api key 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 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 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 , 17\ create a variable to hold the api response 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%> <%hubspotbodyoutput%> in the body output section 19\ save , validate and run the process 20\ click check instance