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How to connect HubSpot and Okta
Create a New Scenario to Connect HubSpot and Okta
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 Okta will be your first step. To do this, click "Choose an app," find HubSpot or Okta, 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.
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Add the Okta Node
Next, click the plus (+) icon on the HubSpot node, select Okta from the list of available apps, and choose the action you need from the list of nodes within Okta.
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Authenticate Okta
Now, click the Okta node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Okta settings. Authentication allows you to use Okta through Latenode.
Configure the HubSpot and Okta 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 Okta 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring HubSpot, Okta, 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 Okta integration works as expected. Depending on your setup, data should flow between HubSpot and Okta (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 Okta
Okta + HubSpot + Slack: When a new user is added to Okta, a contact is created in HubSpot. Then, a welcome message is sent to the new user via Slack.
Okta + HubSpot + Google Sheets: Track new Okta user logins and any updates to HubSpot contacts in a Google Sheet for auditing purposes.
HubSpot and Okta 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 Okta
Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable automation.
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See how Latenode works
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FAQ HubSpot and Okta
How can I connect my HubSpot account to Okta using Latenode?
To connect your HubSpot account to Okta 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 Okta accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically provision Okta users from new HubSpot contacts?
Yes, you can. Latenode’s visual editor makes it simple. Automatically create Okta users based on HubSpot form submissions to streamline onboarding and access management.
What types of tasks can I perform by integrating HubSpot with Okta?
Integrating HubSpot with Okta allows you to perform various tasks, including:
- Automatically create Okta users when new HubSpot contacts are added.
- Update Okta user profiles based on changes in HubSpot contact properties.
- Trigger HubSpot marketing campaigns based on Okta user group membership.
- Revoke Okta access when a contact is removed from HubSpot.
- Sync HubSpot contact data with Okta user attributes for unified profiles.
How does Latenode handle data security between HubSpot and Okta?
Latenode employs robust encryption and secure data handling practices. Data is encrypted in transit and at rest, ensuring compliance and protection.
Are there any limitations to the HubSpot and Okta integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex attribute mappings may require custom JavaScript code.
- Rate limits imposed by HubSpot and Okta APIs can affect workflow execution speed.
- Real-time synchronization depends on the polling interval configured in Latenode.
