How to connect HubSpot and Atera
Create a New Scenario to Connect HubSpot and Atera
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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Atera will be your first step. To do this, click "Choose an app," find HubSpot or Atera, and select the appropriate trigger to start the scenario.

Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.

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

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Atera

Authenticate Atera
Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.
Configure the HubSpot and Atera Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and Atera 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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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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HubSpot
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring HubSpot, Atera, 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 HubSpot and Atera integration works as expected. Depending on your setup, data should flow between HubSpot and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and Atera
HubSpot + Atera + Slack: When a deal reaches a 'Closed Won' stage in HubSpot, this automation creates a corresponding customer in Atera. Subsequently, a notification is sent to a designated Slack channel to alert the support team about the new customer.
Atera + Jira + HubSpot: When a critical ticket is created in Atera, an issue is automatically created in Jira. The automation then updates the associated contact's record in HubSpot with a link to the newly created Jira issue.
HubSpot and Atera integration alternatives
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.
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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.
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See how Latenode works
FAQ HubSpot and Atera
How can I connect my HubSpot account to Atera using Latenode?
To connect your HubSpot account to Atera on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Atera accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Atera tickets from new HubSpot form submissions?
Yes, you can! Latenode's visual editor makes it easy to automate ticket creation, ensuring no lead is missed. Customize the ticket details using data from the HubSpot form.
What types of tasks can I perform by integrating HubSpot with Atera?
Integrating HubSpot with Atera allows you to perform various tasks, including:
- Create Atera tickets for new HubSpot form submissions.
- Update contact information in HubSpot based on Atera data.
- Sync company data between HubSpot and Atera accounts.
- Trigger HubSpot marketing emails from Atera ticket updates.
- Log Atera time entries against HubSpot deals.
What HubSpot data can I access within Latenode workflows?
You can access contacts, companies, deals, tickets, forms, and marketing events. Use JavaScript and AI blocks to transform and enrich the data.
Are there any limitations to the HubSpot and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits imposed by HubSpot and Atera APIs apply.
- Historical data migration requires custom workflow design.