Connecting to API

Hi,

I would be grateful if someone could please help with setting up an API to send data from Hubspot to an existing CRM. The CRM is custom build on file maker and I have the following details from the developer who has set the following up.

Run the Authentication to get the token, attach that token to the POST and embed the data from HubSpot in the JSON. The return value will be the Insight recordID which can be set in HubSpot to link them.

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I have created a private app within Hubspot but not sure exactly what to do from there I can’t see a way to specify what data and when to send it from hubspot. Is it a case of setting up the app using a web hook and then using a flow automation to trigger the app and send the data.

I am not a developer so this is outside of my skillset.

Hopefully someone can help!

Thanks

Hey, @AREF :waving_hand: You have a few options.

  • Webhooks in Workflows (Requires Operations Hub Professional or Enterprise) — allows you to send (POST) from your HubSpot Portal to a server or other system
  • Have a developer set up custom middleware (typically a server) that can make the calls to HubSpot, transom (format) the data, and send it along to the other system
  • Use a 3rd party tool like Zapier or Make (if available) to handle this for you as a low code/no code solution

Options 1 and 2 will require some level of developer assistance, but option 3 (if available) may be achievable without developer resources.

Best,

Jaycee