Integrate the HubSpot API with the Workbooks CRM API

Setup the HubSpot API trigger to run a workflow which integrates with the Workbooks CRM API. Pipedream's integration platform allows you to integrate HubSpot and Workbooks CRM remarkably fast. Free for developers.

Start for free — no credit card required

Watch a demo

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Popular Ways to Connect HubSpot with Workbooks CRM#

Add Contact to List with HubSpot API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + HubSpot

Try it

Add Contact to List with HubSpot API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + HubSpot

Try it

Add Contact to List with HubSpot API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + HubSpot

Try it

Add Contact to List with HubSpot API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + HubSpot

Try it

Batch Create or Update Contact with HubSpot API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + HubSpot

Try it

Popular HubSpot and Workbooks CRM Triggers#

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

Try it

New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

Try it

New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

Try it

New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

Try it

Deleted Blog Posts from the HubSpot API

Emit new event for each deleted blog post.

Try it

Popular HubSpot and Workbooks CRM Actions#

Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

Try it

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

Try it

Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID or email. See the documentation

Try it

Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

Try it

Create Associations with the HubSpot API

Create associations between objects. See the documentation

Try it

Overview of HubSpot#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Connect HubSpot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Workbooks CRM#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Connect Workbooks CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workbooks_crm: {
      type: "app",
      app: "workbooks_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.workbooks.com/activity/tasks.api`,
      headers: {
        "Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
      },
    })
  },
})

Start for free — no credit card required

Watch a demo