How to Connect HubSpot as Data Destination
The integration will allow you to create new deals, contacts, companies or tickets in HubSpot based on data from other systems. For example, you can transfer deals from your website, landing page or Google Sheets to HubSpot and process them in one place. So you can automate the process of processing a deal, contact or company as efficiently as possible using the different services that you use.
Let's go through the entire HubSpot setup steps together!
Navigation:
1. What will integration with HubSpot do?
2. How do I connect my HubSpot account to ApiX-Drive?
3. How to setup data transfer to HubSpot in the selected action?
4. An example of the data that will be sent to your HubSpot.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify HubSpot.
Next, you need to specify an action, for example, "Create DEAL" .
- Create DEAL - a new deal will be created in your HubSpot account.
- Create CONTACT - a new contact will be created in your HubSpot account.
- Create COMPANY - a new company will be created in your HubSpot account.
- Change deal STAGE - the stage of an existing deal will be changed in your HubSpot account.
- Update DEAL - an existing deal will be updated in your HubSpot account.
- Create TICKET - a new ticket will be created in your HubSpot account.
- Change tickets STAGE - the stage of an existing ticket will be changed in your HubSpot account.
- Update TICKET - an existing ticket will be updated in your HubSpot account.
The next step is to select the HubSpot account in which will be created the deal.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
Enter the authorization data in your personal HubSpot account and mark the required account from the list.
After that, the page will reload and the saved account will be automatically selected.
When the connected account is displayed in the "active accounts" list, select it.
Select the required data that is in the Google Sheets cells, click on the parameter and it will be assigned to the selected HubSpot field. By selecting variables, you can see what data is in the Google Sheets fields.
Please note that you can use not only Google Sheets variables, but also manually entered data.
Now you can see the test data.
If you want to send test data to HubSpot in order to check if the setup is correct, click "Send test data to HubSpot" and go to your HubSpot to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes setup HubSpot as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!