Atera and HubSpot Integration

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Connect Atera and HubSpot to automate ticket creation from marketing leads, ensuring seamless handoffs and faster response. Latenode's visual editor and JavaScript support makes custom logic easy, with affordable scaling.

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Atera

HubSpot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Atera and HubSpot

Create a New Scenario to Connect Atera and HubSpot

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or HubSpot will be your first step. To do this, click "Choose an app," find Atera or HubSpot, and select the appropriate trigger to start the scenario.

Add the Atera Node

Select the Atera node from the app selection panel on the right.

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Atera

Configure the Atera

Click on the Atera node to configure it. You can modify the Atera URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the HubSpot Node

Next, click the plus (+) icon on the Atera node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.

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Authenticate HubSpot

Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.

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Connect HubSpot

Sign In

Run node once

Configure the Atera and HubSpot Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Atera and HubSpot Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Atera, HubSpot, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Atera and HubSpot integration works as expected. Depending on your setup, data should flow between Atera and HubSpot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Atera and HubSpot

Atera + HubSpot + Slack: When a new ticket is created in Atera, a contact is created in HubSpot. A message is then sent to a Slack channel notifying the sales team about the new ticket and the new contact.

HubSpot + Atera + Jira: When a deal reaches a specific stage in HubSpot, a task is created in Atera, and a ticket is created in Jira to initiate the service process.

Atera and HubSpot integration alternatives

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

About HubSpot

Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.

See how Latenode works

FAQ Atera and HubSpot

How can I connect my Atera account to HubSpot using Latenode?

To connect your Atera account to HubSpot on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Atera and click on "Connect".
  • Authenticate your Atera and HubSpot accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync Atera tickets as HubSpot deals?

Yes, you can! Latenode’s visual editor makes it easy to sync Atera tickets to HubSpot as deals, automatically updating deal stages based on ticket status. This streamlines sales workflows.

What types of tasks can I perform by integrating Atera with HubSpot?

Integrating Atera with HubSpot allows you to perform various tasks, including:

  • Automatically create HubSpot contacts from new Atera customers.
  • Update HubSpot deal stages when Atera tickets are resolved.
  • Send custom SMS messages via Atera when a new HubSpot form is submitted.
  • Create Atera tickets from new HubSpot support requests.
  • Sync Atera customer information to HubSpot for targeted marketing campaigns.

Can I use custom JavaScript functions with Atera in Latenode?

Yes, Latenode allows you to enhance your Atera automations using custom JavaScript functions for complex data transformations and conditional logic.

Are there any limitations to the Atera and HubSpot integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require custom JavaScript.
  • Real-time sync depends on the API rate limits of both Atera and HubSpot.
  • Initial setup requires understanding of Atera and HubSpot data structures.

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