---
title: "Integrating Hubspot with Document360 using Zapier"
slug: "hubspot-document360"
description: "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."
tags: ["Zapier", "Hubspot", "Premium"]
updated: 2025-12-27T07:46:51Z
published: 2026-01-31T09:30:11Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating Hubspot with Document360 using Zapier

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**, a leading inbound marketing, sales, CRM, and customer success growth stack.

---

## Integrating **Hubspot** with **Document360**

Using Document360 as your knowledge base platform and **Hubspot** for managing customer support tickets, you may encounter a need to automatically check if a related article exists in your internal knowledge base whenever a new support ticket is created in **Hubspot**. If no related article is found, a new knowledge base article can be created to address the knowledge gap and assist in resolving the support ticket efficiently.

To establish a connection between **Hubspot** and **Document360**, follow the below steps:

1. Ensure that you have logged into your [Zapier account](https://zapier.com/app/dashboard).
2. From the left navigation menu, click **Create**and then click**Zaps**from the options****available.
3. Zap will be created with **Trigger** and **Action** flow.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif)

### Connecting **Hubspot** and **Document360** in **Zapier**

To establish a connection between **Hubspot** and Document360, follow the below steps:

#### Step 1: Connecting **Hubspot**

1. In the **Trigger**field, choose **Hubspot**.
2. In the **Trigger event**field, select the required Event to trigger in the **Hubspot**.

If you wish to configure a different app later, you can do that by clicking on **Change**.
3. Click the **Account** field, and a **Sign-in** panel will appear.
4. Enter your sign-in credentials and select the checkbox.
5. Click **Connect app**.

**Zapier** runs a test to make sure the trigger is correctly configured.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-Hubspot.png)
6. Click **Continue**.

#### Step 2: Connecting **Document360**

1. In the **Action**field, choose **Document360**.
2. On the Setup panel that appears on the right, select a desired event in the **Event**field.
3. Click the **Account** field and a **Sign-in** panel appears.
4. Enter your sign-in credentials and click **Allow**.

To generate the API token from the **Document360** portal,
5. Navigate to ****Connections**** (**) > **Extensions** in the left navigation bar****in the Knowledge base portal.
6. On the **Zapier** extension tile, click **Connect**.

![Document360 interface showing various extensions with a focus on connecting Zapier.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png)
7. Click the Copy (**) icon to copy the token.

![Zapier token details for Document360 app installation with copy option highlighted.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png)
8. Head back to the **Zapier** panel and paste the API token in the field.
9. Click **Yes, Continue to Document360**.

![4_Screenshot_Zapier_API_Token_Pasting2](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/4_Screenshot_Zapier_API_Token_Pasting%282%29.png)

You can find the connected Document360 project on the **Connect Document360 account** page.

1. Click **Continue.**

#### Step 3: Customize Zap

1. Map all the required fields**:**
  - **Ticket name**: By default the ticket name will be set to ‘*Title in Document360.’*
  - **Ticket description**: By default the ticket description will be set to ‘*Content in Document360.’*
2. **Version**: Select the workspace in your knowledge base project where the article should be created.
3. **Language**: Choose the language for the article within the selected workspace.
4. **Should this step be considered a "success" when nothing is found?**: Set to **True** or **False**.
5. Once done, click **Continue**.
6. Click **Test & Continue**.

#### Turn on Zap

To turn on a Zap once it is tested and published, follow the below steps:

1. After testing the Zap, review or edit the settings before turning on the Zap.
2. You can edit the settings configured on the **Hubspot******trigger and the corresponding action of the new article in **Document360**.
3. You would get a success message stating **Your Zap is on**. You can click on the**Manage your Zap** button to go to your Zap overview page.

---

## Zap overview

### Create articles in **Document360** from new support tickets in **Hubspot**

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

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_ScreenShot-Hubspot.png)

### Deleting a Zap

To delete a Zap that you have created,

1. Navigate to the **Zapier****dashboard**. On the overview page, a list of all existing Zaps will be displayed.
2. Click the **Zap actions** (******) icon to the right of the desired Zap and click **Delete**.

The selected Zap will be deleted.