This tutorial will give an example of how to create a HubSpot integration that syncs contacts from your app to your Linked account’s HubSpot account.
Apps catalog
in Cobalt > Search for HubSpot
> Workflows
> Add Workflow
> Choose Manually
> Give it a name and click on Add Workflow
.To add a trigger for a Workflow in Cobalt, you need to select details about the Trigger like the Type and which trigger to be implemented.
To add a Trigger, follow these steps:
Add Trigger
button.For this Workflow, we have created an Event Contact Create
which contains the payload like the first name, last name, email etc. about the event sent by you to HubSpot.
Actions
, add a HubSpot node to the workflow.Choose an Action
dropdown menu and click on Save
.Before clicking on Save
, make sure that you have entered data for all the mandatory fields whichever required.
+
button on the Start
node and dragging the arrow to the HubSpot node.Publish
button in the top, Select Environments of the Workflow and click on Publish
.To enable a workflow, end user or a Linked Account needs to Toggle On the Workflow after connecting with the application.
Manage your Integrations
list.Connect
button, review the permissions and allow them for a successful connection.Configure
section in the HubSpot Application page.Save
.Lastly, we’ll fire an App Event whenever a contact is created in your app by using the Workflow.
Try API
in Cobalt.HubSpot
as the Application.Fire Event
button in the top right.Logs
> Events
in Cobalt.Congratulations! We have successfully built a HubSpot integration that syncs new contacts from your app to the Linked Account’s HubSpot.