Hubspot Integration Best Practice


#1

I am in the process of evaluating Hubspot best practice for a CRM integration. I would like certain actions within Hubspot trigger actions within our back-end system. For instance if a user takes action on a specific webpage, or clicks through to specific links I would like it to trigger action within our CRM system. I am wondering can I query these kinds of behaviors using the API for integration? Can I trigger the action on another server once an action is performed within hubspot?

Thank you


#2

Hi @cdub

For basic updates to records, you would be able to use the Webhooks API, which would let you subscribe to certain updates to get a webhook whenever those changes happen:

For more complex actions, you can use webhooks in workflows, which would let you use any criteria you’d be able to use for a workflow to trigger a webhook: