website logo
πŸ”­Overview
πŸ’ΌPlatform Actions
πŸ’œIntegrations
🧰Custom Actions
πŸ› οΈDeveloper's Guide
Navigate through spaces
⌘K
πŸ”—Integrations
πŸ“„Integrations
πŸ“—OAuth2 - Google Sheets
πŸ“—Gmail - outgoing
πŸ“—Gmail - incoming
πŸ“—SendSMS
πŸ“—SMSO
πŸ“—WebFlow
πŸ“—Typeform
πŸ“—SendGrid
πŸ“—GetGist
πŸ“—SendinBlue
πŸ“—Airtable
πŸ“—Yahoo
πŸ“—SmartSheet
πŸ“—Microsoft Outlook
πŸ“—Hubspot
πŸ“—Google Sheets
πŸ’―Demos
πŸ“˜Build a Conversational Chatbot with Archbee and Chat GPT
πŸ“˜Google Forms & PROCESIO
πŸ“˜Using the Document Designer to send customized emails.
πŸ“˜Audio to Text using OpenAI's Whisper
πŸ“˜How to Track read emails?
πŸ“˜HubSpot contacts analytics
πŸ“˜How to integrate with JIRA to create tickets
πŸ“˜How to create an order confirmation process
πŸ“˜Typeform + PROCESIO +Airtable
πŸ“˜Webflow + PROCESIO + Airtable integration
πŸ“˜Sending criteria based alerts to contacts from an excel workbook
πŸ“˜How to integrate with UIPath robots
πŸ“˜How to extract e-mail addresses from websites
πŸ“˜SenseTask OCR integration + notifications
Retry Process that fails
πŸ“˜FTP to FTP transfer
Articles
Docs powered by
Archbee
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.

Document image
ο»Ώ

3. From Account Setup select Integrations > APi keys.

Document image
ο»Ώ

4. Click the Show button to view your Api key.

Document image
ο»Ώ

Procesio

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:

  • Url: https://api.hubapi.comο»Ώ
  • 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.
Document image
ο»Ώ

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.

Document image
ο»Ώ

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,

Document image
ο»Ώ

17. Create a variable to hold the api response.

Document image
ο»Ώ
  • 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.

Document image
ο»Ώ

ο»Ώ

19. Save, Validate and Run the process.

20. Click Check Instance.

Document image
ο»Ώ

ο»Ώ

Updated 10 Apr 2023
Did this page help you?
PREVIOUS
Microsoft Outlook
NEXT
Google Sheets
Docs powered by
Archbee
TABLE OF CONTENTS
Hubspot
Procesio
Docs powered by
Archbee