Hey there,
We are trying to connect our companies flow to HubSpot and we would like to built an integration between both, e.g: sync customers and quoting etc.
However, I can not find how to send API calls from HubSpot to an external endpoint. How can I manage to do so, for example. When a customer is made in HubSpot, this will trigger a API call to our private endpoint?
Greatly appreciated
Hey @AKempen,
There are a few ways that you can achieve this but it depends on the subscription that you have with HubSpot.
1) Use workflows and trigger a webhook or use custom coded actions: This option would require Operations Hub Professional but it allows you to send data to an external location whether using a webhook or custom coded action when something occurs within the CRM. In this case a contact being created. See below as an example:
2) Create an app and configure webhooks: This option is available on all tiers of the HubSpot CRM but is a little more complicated than the approach above. You’d need to create an app, configure the webhooks (subscribing to contact create events) and then install the app in your portal by going through the authorisation flow.
Both will ultimately render the same output - allowing you to trigger a call to your own internal APIs when something happens in the CRM.
Thank you greatly Jack for the concise answer.
I have a follow-up question: my company would like to integrate our software with HubSpot, so that our clients that use HubSpot can seemingly use our software via the HubSpot interface. (A client in hubspot will be made in our system, pricing, quoting etc without them noticing). This could be either with them noticing or under the hood, I do not have any preferences regarding this.
To make such a uniform integration solution, what would be the best option to choose from?
Hi @AKempen,
In order to provide a more accurate answer I’d need a better understanding of the type of business you operate and the software that you provide. In the past I have seen integrators employ the CRM Cards API as a means of enabling users logged into HubSpot interact with an external system from directly within the CRM. I also wrote an article on LinkedIn that compliments the developer documentaiton. It might help to provide some more insight.
Hi @coldrickjack , thanks again for your response and btw I really liked the video on workflows. Let me try to explain the situation as short as possible.
I am building billing software and would like to offer my customers (whom use HubSpot) to keep using HubSpot. So, I want a salesperson using HubSpot to stay in the platform while ‘under the hood’ the information is passed onto my software. So, for example. A salesrep makes a customer, assigns a pricing and finally makes a deal.
A final caveat is that I need to limit some of the sales reps options, for example. Only product from our side can be used for pricing, and pricing plans from our catalogs can be assigned to customers etc.
Is this enough information? What would be the best option for this? I am in doubt for using Workflows with custom code or making a public app?
You would help me greatly, I have a hard time comparing all the options..
