Many organizations around the world need a business automation tool that allows business promotions and manages marketing efforts by controlling sales processes. One such platform is Hubspot, leading inbound marketing, sales, CRM, and customer success growth stack.

Use-Case

You have chosen Document360 as your Knowledge base platform. You are using Hubspot for managing your customer support tickets. There is a need that when a new support ticket is created in Hubspot, then an automated task should check whether their internal knowledge base holds any related article to resolve that support ticket; Otherwise, a new knowledge base article is to be created to fix the knowledge gap.

Currently, there is no direct integration option available between Hubspot and Document360 from either of the platforms.

How will you integrate Hubspot and Document360?

As a workaround, you can use Zapier integration to bridge this gap. By connecting Hubspot and Document360 on Zapier, you can easily facilitate the content flow between these platforms.

Ensure that you have logged into your Zapier account.

1. Click Create -> Zaps

2. Zap was created with Trigger and Action flow in it

Else, click the below link and select Try this templete
Document360 + HubSpot template

Connecting Hubspot and Document360 in Zapier

Step 1: Connect Hubspot

In Trigger, fetch the Hubspot information.

1. In Trigger, choose Hubspot

2. In the App & Event section, select the desired Event to trigger in the Hubspot

3. Click Continue

4. The Account section enables. Click Sign in, and key in your credentials in the new access window

5. In the access window,

   • Choose a desired account and check the box after reading the message

   • Click Connect app

5. Click Continue

In the Set up trigger, choose any additional properties from Hubspot you wish to retrieve and this can be included in your Document360 article; Click Continue

6. Click Test trigger and Zapier runs a test to make sure the trigger is correctly configured

Step 2: Connect Document360

1. In Action, choose Document360, Document360 blade appears on the right

2. Choose the desired Event

3. In the Account section, you need to sign in with your Document360 credentials

4. Click Sign in, and a new pop-up window would open with an API token field to connect with the knowledge base project

5. You can obtain the API token from the Document360 portal

9. Click Continue

Step 3: Customize Zap

Map the required fields from Hubspot into Document360

By default, the Zap template would be

• Ticket name → Title in Document360
• Ticket description → Content in Document360

However, you have a plethora of other options to choose from (depending upon your business requirements)

Version: Choose the desired workspace in the knowledge base project; you want the article to be created in

Language: Choose the desired language in the selected workspace; you want the article to be created in

Should this step be considered a "success" when nothing is found?: Choose the desired value from True or False

Once done, click Continue

Click on Test & Continue

Step 4: Turn on Zap

After a successful test message, Click the on toggle button to turn on the Zap.

Created Zap overview

Create articles in Document360 from the new deal in Pipedrive

You can view and edit the information about your created Zap on the Zap overview page