To integrate our COR account with HubSpot, we must first create a Zapier account: https://zapier.com/
Once inside our account we must select the "Make a Zap" option and follow these steps:
- Create a new step and select the HubSpot App as "Trigger".
- Select the type of information we want to create in "export" from HubSpot: Client or Task.
- Connect our Zapier account with HubSpot so that Zapier can access the information.
- Confirm the following steps until we can complete this first part.
- Create a second step of type "WebHooks".
- Select the POST type
- Fill in the following fields:
- URL: http://api.projectcor.com/v1/oauth/token?grant_type=client_credentials
- Payload Type: Json
- Wrap Request in Array: no
- Unflatten: yes
- Basic Auth: API Key and Client Secret that we will find in the "Api Key" section inside COR Settings.
8. Create a new step of type "WebHooks".
9. Select the POST type
10. Fill in the fields with the following information:
- URL
- Payload Type: Json
- Data: add a field and indicate in the first parameter "name" if it is a client and "title" if it is a task and then select from the second field the option to synchronize.
- Wrap Request in Array: no
- Unflatten: yes
- Basic Auth: empty
- Headers: add a field and indicate "Authorization" and in the second field select from Step 2 the "Access Token" option.
11. At the end of this last step, our COR account should already be integrated with HubSpot through Zapier.