---
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: ["Hubspot", "Premium", "Zapier"]
updated: 2026-07-20T06:26:18Z
published: 2026-07-20T06:26:18Z
canonical: "docs.document360.com/hubspot-document360"
---

> ## 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

HubSpot is a leading inbound marketing, sales, CRM, and customer success platform. When your support team receives new tickets in HubSpot, there's often a need to check whether a related knowledge base article already exists in Document360 — and if not, to create one that addresses the knowledge gap. By connecting HubSpot and Document360 through Zapier, you can automate this: whenever a new support ticket is created in HubSpot, Zapier can trigger article creation in Document360, helping your team build documentation directly from support activity.

---

## When to use this integration

- Your support team manages incoming customer queries in HubSpot and wants to automatically create a Document360 draft article whenever a ticket comes in for an undocumented topic.
- You want to close knowledge gaps faster by using real support ticket data — ticket names and descriptions — as the starting point for new knowledge base articles.
- You're building a workflow where support activity drives documentation, ensuring your knowledge base grows in response to what customers are actually asking.

---

## Before you begin

- You must be logged into your <a href="https://zapier.com/app/dashboard" target="_blank">Zapier account</a>.
- You must have a HubSpot account with access to the support tickets you want to use as triggers.
- You must have your Document360 API token ready. To generate one, navigate to **Connections** <span class="fa-regular fa-grid-2-plus"></span> > **Extensions** <span class="fa-light fa-puzzle-piece"></span>, locate the **Zapier** tile, and click **Connect** to copy the token.

---

## Set up the Zap

### Step 1 — Create a new Zap

1. Log in to your <a href="https://zapier.com/app/dashboard" target="_blank">Zapier account</a>.
2. From the left navigation menu, click **Create** then select **Zaps**.
3. A new Zap is created with a **Trigger** and **Action** flow.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif" class="article_image" alt="Screen recording showing a new Zap being created in the Zapier dashboard with Trigger and Action flow">

### Step 2 — Connect HubSpot as the trigger

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

:::(Info) (<p class="fa-regular fa-circle-exclamation" data-type="icon"></p> NOTE)
To change the trigger app later, click **Change** in the Trigger field.
:::

3. Click the **Account** field — a Sign-in panel appears.
4. Enter your HubSpot sign-in credentials and select the checkbox.
5. Click **Connect app**. Zapier runs a test to confirm the trigger is correctly configured.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-Hubspot.png" class="article_image" alt="HubSpot sign-in panel in Zapier showing the Connect app authorization button">

6. Click **Continue**.

### Step 3 — Connect Document360 as the action

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

To generate the API token from Document360:

5. Navigate to **Connections** <span class="fa-regular fa-grid-2-plus"></span> > **Extensions** <span class="fa-light fa-puzzle-piece"></span> in the left navigation bar of the Knowledge base portal.
6. On the **Zapier** extension tile, click **Connect**.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png" class="article_image" alt="Document360 extensions page showing the Zapier tile with the Connect option">

7. Click the **Copy** <span class="fa-regular fa-copy"></span> icon to copy the token.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png" class="article_image" alt="Zapier token details popup in Document360 showing the generated API token and copy option">

8. Head back to the Zapier panel and paste the API token into the field.
9. Click **Yes, Continue to Document360**.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/4_Screenshot_Zapier_API_Token_Pasting%282%29.png" class="article_image" alt="Zapier sign-in panel showing the Document360 API token field">

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

### Step 4 — Map the fields

1. Map the required fields from HubSpot to Document360:

| Field | Description |
|---|---|
| **Ticket name** | By default, the HubSpot ticket name maps to the article title in Document360. |
| **Ticket description** | By default, the HubSpot ticket description maps to the article content in Document360. |
| **Version** | Select the workspace in your Document360 project where the article should be created. |
| **Language** | Choose the language within the selected workspace. |
| **Should this step be considered a "success" when nothing is found?** | Set to **True** or **False** depending on how you want the Zap to behave when no matching content is found. |

2. Once done, click **Continue**.
3. Click **Test & Continue**.

### Step 5 — Turn on the Zap

1. After testing, review or edit the trigger and action settings as needed.
2. You will see a success message: **Your Zap is on**. Click **Manage your Zap** to go to the Zap overview page.

---

## Zap overview

Once active, you can view and manage the Zap from the Zapier dashboard. The overview page shows the trigger, action, and run history for the Zap.

<img src="https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_ScreenShot-Hubspot.png" class="article_image" alt="Zapier Zap overview page showing the HubSpot to Document360 automation with run history">

---

## Delete a Zap

1. Navigate to the Zapier dashboard. A list of all existing Zaps is displayed on the overview page.
2. Click the **Zap actions** (<span class="fa-solid fa-ellipsis-vertical"></span>) icon to the right of the Zap you want to remove and click **Delete**. The Zap is permanently deleted.

---

## Best practices

- Set the **"Should this step be considered a success when nothing is found?"** field to **True** if you want the Zap to continue running even when no matching article exists. This prevents the Zap from stopping on tickets that don't have a corresponding article yet — which is likely most of them when you're just starting out.
- Review the ticket name and description that get mapped as the article title and content. HubSpot ticket names are often short and terse — consider whether you need a follow-up step in your workflow to enrich the article before it goes live.
- Use this Zap to create **draft articles** rather than published ones, so your documentation team can review and expand the content before it appears in the knowledge base.
