Satuit

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Integrate the Satuit API with the HubSpot API

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

Add Contact to List with HubSpot API on New Activity from Satuit API
Satuit + HubSpot
 
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Add Contact to List with HubSpot API on New Contact Created from Satuit API
Satuit + HubSpot
 
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Add Contact to List with HubSpot API on New Opportunity from Satuit API
Satuit + HubSpot
 
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Batch Create or Update Contact with HubSpot API on New Activity from Satuit API
Satuit + HubSpot
 
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Batch Create or Update Contact with HubSpot API on New Contact Created from Satuit API
Satuit + HubSpot
 
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Company Updated from the HubSpot API

Emit new event each time a company is updated.

 
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New Activity from the Satuit API

Emit new event when a new activity is created in Satuit. See the documentation

 
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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

 
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New Contact Created from the Satuit API

Emit new event each time a new contact is created in Satuit. See the documentation

 
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New Opportunity from the Satuit API

Emit new event when a new opportunity is created in Satuit. See the documentation

 
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Create Business with the Satuit API

Creates a new business within the Satuit platform. See the documentation

 
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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 Dealflow with the Satuit API

Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation

 
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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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Find Contact By Email with the Satuit API

Searches for a specific contact within the Satuit platform using an email address as the key identifier. See the documentation

 
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Overview of Satuit

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Connect Satuit

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

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

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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}`,
      },
    })
  },
})