Creating a job 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 integrations features.

Read on to find out how to automatically create a new job in Okappy when a ticket has been raised in Hubspot.

Use a web hook to link Hubspot to Okappy

To create a job 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

Hubspot automations workflows

Select Workflows
Click the Create workflows button, and
Choose to create a workflow From scratch

Hubspot Create Workflows

Choose Ticket based on the left hand side of the page

Hubspot Create Ticket Based Workflow

Ensure Blank workflow is selected on the right hand side of the page
Click Next
In the Ticket Enrolment trigger box, click the Set up triggers button

Click When an event occurs on the right hand side

Hubspot Workflows When Event Occurs Details

In the Enrolment triggers screen, click Object created

Hubspot Workflows Event Record Created

Ensure Record created is shown
Where it says Should tickets be re-enrolled in this workflow?, ensure the option No, only enrol each ticket once is checked
Click Save
Click the Plus button

Hubspot Workflows Add Action