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

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Prerequisites

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Setup Steps

1

Connect your HubSpot account with CrewAI Enterprise

  • Log in to your CrewAI Enterprise account > Triggers
  • Select HubSpot from the list of available triggers
  • Choose the HubSpot account you want to connect with CrewAI Enterprise
  • Follow the on-screen prompts to authorize CrewAI Enterprise access to your HubSpot account
  • A confirmation message will appear once HubSpot is successfully connected with CrewAI Enterprise
2

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
HubSpot Workflow 1
3

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
    HubSpot Workflow 2
  • Configure any additional actions as needed
  • Review your workflow steps to ensure everything is set up correctly
  • Activate the workflow
    HubSpot Workflow 3

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Additional Resources

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