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HubSpot Trigger

docs/en/enterprise/guides/hubspot-trigger.mdx

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This guide provides a step-by-step process to set up HubSpot triggers for CrewAI AMP, enabling you to initiate crews directly from HubSpot Workflows.

Prerequisites

Setup Steps

<Steps> <Step title="Connect your HubSpot account with CrewAI AMP"> - Log in to your `CrewAI AMP account > Triggers` - Select `HubSpot` from the list of available triggers - Choose the HubSpot account you want to connect with CrewAI AMP - Follow the on-screen prompts to authorize CrewAI AMP access to your HubSpot account - A confirmation message will appear once HubSpot is successfully connected with CrewAI AMP </Step> <Step title="Create a HubSpot Workflow"> - Log in to your `HubSpot account > Automations > Workflows > New workflow` - Select the workflow type that fits your needs (e.g., Start from scratch) - In the workflow builder, click the Plus (+) icon to add a new action. - Choose `Integrated apps > CrewAI > Kickoff a Crew`. - Select the Crew you want to initiate. - Click `Save` to add the action to your workflow <Frame> 
</Frame>
</Step> <Step title="Use Crew results with other actions"> - After the Kickoff a Crew step, click the Plus (+) icon to add a new action. - For example, to send an internal email notification, choose `Communications > Send internal email notification` - In the Body field, click `Insert data`, select `View properties or action outputs from > Action outputs > Crew Result` to include Crew data in the email <Frame> </Frame> - Configure any additional actions as needed - Review your workflow steps to ensure everything is set up correctly - Activate the workflow <Frame> 
</Frame>
</Step> </Steps>

For more detailed information on available actions and customization options, refer to the HubSpot Workflows Documentation.