Creating a customer in Okappy from Hubspot
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service.
You can connect Hubspot to Okappy and automatically create customers in Okappy when a customer has been added in Hubspot or create a job in Okappy when a ticket has been raised in Hubspot.
See more about our integration features.
Read on to find out how to automatically create a new customer in Okappy when a customer has been added in Hubspot.
Use a web hook to link Hubspot to Okappy
To create a customer in Okappy, you can utilise Hubspot workflows and web hooks.
Note: The availability of workflows is dependant on your Hubspot product and subscription.
To add a connection between Hubspot and Okappy,
- Click Automations from the top menu bar
- Select Workflows
- Click the Create workflows button
- Choose to create a workflow From scratch
- Choose Company based on the left hand side of the page
- Ensure Blank workflow is selected on the right hand side of the page
- Click Next
- In the Company Enrolment trigger box, click the Set up triggers button
- Click When an event occurs on the right hand side
- In the Enrolment triggers screen, click Object created
- Ensure Record created is shown
- Where it says Should companies be re-enrolled in this workflow?, ensure the option No, only enrol each company once is checked
- Click Save
- Click the Plus button
- Select Send a webhook
- In the method dropdown, select Post
- Enter api.okappy.com/rest/hubspotEvent in the Webhook URL* field
- Leave Authentication type set to None
- Check Include all company properties in the Request body section
- At this stage, you can either test action, or
- Click Save
Review the workflow and once happy, publish it
See also
- Creating a job in Okappy from Hubspot
- Creating workflows in Hubspot
- Workflow actions in Hubspot
- Webhooks in Hubspot
Alternatively, you can use Zapier to connect Hubspot to Okappy, for further information, see