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A HubSpot workflow can send a record to Audimate when it enrolls, such as each new lead. The Send a webhook action needs a HubSpot Data Hub Professional or Enterprise subscription.

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Get your URL in Audimate

1

Open the workflow's Triggers tab

Open the workflow that should get the tasks, then choose the Triggers tab.
2

Choose Add trigger, then the app

Search for HubSpot and select it.
3

Pick the event

When HubSpot offers more than one event, pick the one that should add a task, then choose Continue. Every other event it sends is skipped.
4

Copy the URL

Choose Copy. You see the URL once, so leave this window open until you’ve pasted it. The setup waits until the event arrives.

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Add the action in HubSpot

1

Open your workflow

In HubSpot, go to Automation, then Workflows, and open or create a workflow.
2

Add Send a webhook

Choose the + to add an action. In the Data ops section, select Send a webhook.
3

Paste the URL

Set Method to POST and paste the Audimate URL. Leave the authentication empty.
4

Choose what to send

Select Include all properties, or choose Customize request body to send only some.
5

Save and turn on the workflow

Choose Save, turn the workflow on, then enroll one record so Audimate gets a real event.

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Finish in Audimate

1

Choose Next

Back in Audimate, the setup says Your first event arrived. Choose Next.
2

Fill in each field

For each task field, pick the part of the event that fills it. Under each field you see what this event gives it.
3

Choose where new tasks go

Pick Inbox to start tasks yourself, or your pick-up list to have them start on their own.
4

Choose Turn on

The trigger’s switch turns on, and each new event now adds a task.
See Triggers for what each warning under a field means.

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If nothing arrives

Check the record’s workflow history in HubSpot for a failed webhook, and that the URL was pasted whole.

Triggers

How a trigger fills a task and what its activity shows.

Task boards

Where the tasks a trigger adds wait and start.