Integrate HubSpot's workflows with Usetiful to create personalized user experiences effortlessly. Here's a step-by-step guide,
Before You Begin
- Log in to your Usetiful account.
- Navigate to the Integrations page and activate the HubSpot integration to connect it with Usetiful.
1. Request API Credentials
To enable HubSpot integration with Usetiful, you need API credentials. Contact our support team to request these credentials.
2. Set Up a workflow in HubSpot
Follow these steps to create a workflow for Usetiful integration:
- Log in to your HubSpot account and go to Automation -> Workflows.
- Click Create Workflow and select Start From Scratch.
- Choose Contact-based as the workflow type and click Next.
- In the Set up triggers panel, select When an event occurs.
- From the CRM section, choose Object Created and Save.
3. Add Custom Code Action
- Click the + icon in your workflow to add an action.
- In the right panel, select Custom Code.
- Include properties in your code by selecting them.
- Add the API credentials to the Custom Code action in your HubSpot workflow.
4. Test Your Workflow.
Before activating the workflow, Test the action to ensure everything works as expected. For more information please click here.
5. Review and Publish
When the test is successful, go ahead and publish the workflow to activate it.
To learn how to sync contact properties as tags with HubSpot and Usetiful, click here.