Hubspot
The Swallow and HubSpot Integration supports bidirectional sync between Swallow and HubSpot.
Last updated
The Swallow and HubSpot Integration supports bidirectional sync between Swallow and HubSpot.
Last updated
The integration between HubSpot and Swallow requires only a one-time setup. Follow the steps below:
Navigate to the Integrations page in Swallow Settings
Click on the Connect to Hubspot button
Provide a name for the connection and authenticate with your HubSpot account
Repeat the same process for Swallow, treating it as a separate App within the integration.
Note: Swallow is considered an app in our integration so it is easy for you to configure different API keys for different flows. This way you can have specific permissions configured for a specific key, making it more secure. To create an API key for Swallow, go to the Settings page. Click on the API Keys tab. Then click on the 'Generate new API key' button.
There are several Triggers and Actions available for both HubSpot and Swallow. The way it works is:
If {trigger}, then do {Action}
You can pick and choose the trigger and action that you want from the list available from all the applications.
You can use these as building blocks to build your own flows.
An example flow would be: On creation of a deal in HubSpot, create a subscription in Swallow.
To enable flows:
Access the Flows section within Integrations
Select the desired flow from the available options or create a new flow to meet your requirements
To create a new flow:
Enter the flow name and description
Select the flow type from the dropdown
Inbound Flow - based on third party events (e.g., HubSpot), actions are triggered in Swallow
Outbound Flow - based on events occurring in Swallow, changes are made to the connected third party app
Define triggers by choosing the source application from where the flow starts
Select a predefined trigger from the dropdown list
Next, define an action which makes the desired changes by selecting the destination app
Select a predefined action from the dropdown list. You can add multiple actions.
Lastly, preview the flow and save changes
Alternatively, choose an existing flow and select +Add Connection. Configure the triggers and actions by specifying the app instance (HubSpot or Swallow) associated with each step.
Here are some out-of-the-box flows that you can use:
Sync HubSpot Company to Swallow Customer
A new company is created in HubSpot
Swallow then creates a corresponding customer for it
You can see this mapping of HubSpot company ID in the Settings for each customer in Swallow
Deal Sync to create Subscription in Swallow
Create a deal in HubSpot
Create a corresponding Subscription in Swallow
Associate the subscription with that particular customer
Deal ID is added as a property for that Subscription
To refer to customers in HubSpot or Swallow, you can obtain the customer reference and company reference.
In Swallow, go to Customers, select a customer, and find the customer_reference and company_reference under Settings.
Use these references to link the customer in HubSpot, or vice versa.
This correction ensures that the guide accurately reflects the terminology and identifiers used in Swallow. The customer_reference and company_reference are indeed the correct terms to use when referring to customers and companies in Swallow, and these can be used to establish the connection with HubSpot entities.
