Integrate the Workbooks CRM API with the HubSpot API

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

Popular Ways to Connect Workbooks CRM with HubSpot#

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

Workbooks CRM + HubSpot

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

Workbooks CRM + HubSpot

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

Workbooks CRM + HubSpot

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

Workbooks CRM + HubSpot

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

Workbooks CRM + HubSpot

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Popular Workbooks CRM and HubSpot Triggers#

Company Updated from the HubSpot API

Emit new event each time a company is updated.

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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

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New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

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

Emit new event when a new credit note is posted.

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Popular Workbooks CRM and HubSpot Actions#

Create Customer Order with the Workbooks CRM API

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

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Add Contact to List with the HubSpot API

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

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Create Organisation with the Workbooks CRM API

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

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Batch Create or Update Contact with the HubSpot API

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

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Create Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

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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}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})