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HubSpot + Process Street Integration

Updated August 26, 2021

You can integrate Hubspot with Process Street using Zapier.

In this article, we will look at how Hubspot can be integrated with Process Street so that when a new company name is added to Hubspot CRM, a new client onboarding workflow is run.

Use case:

  • A Managed Service Provider (MSP) uses Process Street workflow runs
  • They add a new company name to their Hubspot CRM
  • They want an onboarding workflow to automatically run with each new company name added, so they can better serve their clients

Plan: This integration is available to customers on all plans.

Users: In order to create an API key for integrations, you must be an Administrator.

Process overview:

  • We will create a Zap in Zapier
  • We will create a trigger for the Zap for whenever a new company name is added to Hubspot
  • We will create an action for the zap which generates runs a client onboarding workflow in Process Street

Now, let’s jump into the integration.

Creating a Zap in Zapier

We will be using Zapier to facilitate this integration.

Zapier connects over 1,000 apps together. It’s an “if this, then that” tool, meaning that once a trigger has occurred, an action will then take place. This helps to save you time and effort by automating processes.

Once you’ve made an account or logged into Zapier, click “Make a Zap!” on your dashboard.

Setting up the trigger

The next step is to set the trigger app. You will be selecting HubSpot here. After that, you’ll want to select “New Company” as the trigger.

Click continue and connect your HubSpot account. This will happen automatically if you’re already logged in on HubSpot.

If successful, your screen should look similar to this:

Click “Continue” on the Set up trigger page.

Click “Test trigger” to pull in some sample data to make sure the trigger has been set up correctly. You will need to have at least one client profile already in HubSpot for this to work.

If successful, your screen should look similar to this:

We’re now halfway through the integration setup. Click “Continue“.

Setting Process Street as the action

Choose Process Street at the action app. As this use case requires a new “Client Onboarding” workflow run to be created, the correct action here is “Run Workflow”.

Click “Continue“.

You will then need to add your Process Street API key. This can be found by clicking on your profile picture in the top right of Process Street, then clicking “Settings” and finally “Integrations“.

Once you’ve added the API key to Zapier, your screen should look similar to this:

Click “Continue“.

Now it’s time to edit how the onboarding workflow run will appear in Process Street. Make sure the “Client Onboarding for a Managed Service Provider” workflow is added to your Process Street account.

Then in Zapier, select that workflow in the “Workflow” field.

For “Workflow Run Name”, add the field “Company Information: Name:”

You can also add more details in the fields below this one. For instance, if you have specific employees who will start the onboarding process every time, you can add them to the “Add Users To Workflow Run” field. They will then be assigned all future onboarding workflow runs.

Map as many fields as you would like to pull into your new workflow run in Process Street from Hubspot. Click “Continue” when you’ve finished mapping.

The action has now been set up. It’s time to test and make sure it’s working.

Hit the “Test & Continue” button. Your screen should then look similar to this:

Double-checking the Zap works yourself

To ensure it’s working yourself, look at your Process Street reports area. You should find the automatically generated workflow run there.

Turning your Zap on and naming it

Now that you know your Zap functions properly, make sure it is turned on.

Naming your integration is also recommended, you can do this at the top of your zap.

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