CRM

Suheb
Member

How can I automate tasks or workflows between my CRM and HubSpot using webhooks or workflows?

SOLVE

How can I make my CRM and HubSpot work together automatically — so that when something happens in one system, it triggers an action in the other?

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1 Accepted solution
GerardoMuro
Solution
Contributor | Gold Partner
Contributor | Gold Partner

How can I automate tasks or workflows between my CRM and HubSpot using webhooks or workflows?

SOLVE

Yes, you can automate workflows between your CRM and HubSpot using webhooks and workflows. Here's how you can set it up:

Outbound Webhooks (HubSpot → CRM)

With Operations Hub Professional or higher, HubSpot workflows can send HTTP POST or GET requests to external systems. This allows you to push or fetch data from your CRM based on triggers like contact updates or deal stage changes. You can configure authentication using request signatures or API keys.
https://knowledge.hubspot.com/workflows/how-do-i-use-webhooks-with-hubspot-workflows?hubs_content=kn...
 


Inbound Webhooks (CRM → HubSpot)

To receive data from your CRM, you can use a Private App in HubSpot. This provides a unique webhook URL where your CRM can send data (e.g., form submissions or status changes) to trigger workflows in HubSpot. You can subscribe to events like contact creation or property updates using the Webhooks API. 
https://developers.hubspot.com/docs/guides/crm/private-apps/webhooks


Integration Platforms (e.g., Zapier, Make)

You can also use tools like Zapier or Make to sync and automate actions between HubSpot and your CRM without coding. These platforms can listen for webhooks and trigger actions in HubSpot or your CRM accordingly.

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GerardoMuro
Solution
Contributor | Gold Partner
Contributor | Gold Partner

How can I automate tasks or workflows between my CRM and HubSpot using webhooks or workflows?

SOLVE

Yes, you can automate workflows between your CRM and HubSpot using webhooks and workflows. Here's how you can set it up:

Outbound Webhooks (HubSpot → CRM)

With Operations Hub Professional or higher, HubSpot workflows can send HTTP POST or GET requests to external systems. This allows you to push or fetch data from your CRM based on triggers like contact updates or deal stage changes. You can configure authentication using request signatures or API keys.
https://knowledge.hubspot.com/workflows/how-do-i-use-webhooks-with-hubspot-workflows?hubs_content=kn...
 


Inbound Webhooks (CRM → HubSpot)

To receive data from your CRM, you can use a Private App in HubSpot. This provides a unique webhook URL where your CRM can send data (e.g., form submissions or status changes) to trigger workflows in HubSpot. You can subscribe to events like contact creation or property updates using the Webhooks API. 
https://developers.hubspot.com/docs/guides/crm/private-apps/webhooks


Integration Platforms (e.g., Zapier, Make)

You can also use tools like Zapier or Make to sync and automate actions between HubSpot and your CRM without coding. These platforms can listen for webhooks and trigger actions in HubSpot or your CRM accordingly.

0 Upvotes