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How to connect HubSpot and SOS Inventory
Create a New Scenario to Connect HubSpot and SOS Inventory
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 SOS Inventory will be your first step. To do this, click "Choose an app," find HubSpot or SOS Inventory, 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 SOS Inventory Node
Next, click the plus (+) icon on the HubSpot node, select SOS Inventory from the list of available apps, and choose the action you need from the list of nodes within SOS Inventory.
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Authenticate SOS Inventory
Now, click the SOS Inventory node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SOS Inventory settings. Authentication allows you to use SOS Inventory through Latenode.
Configure the HubSpot and SOS Inventory 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 SOS Inventory 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, SOS Inventory, 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 SOS Inventory integration works as expected. Depending on your setup, data should flow between HubSpot and SOS Inventory (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 SOS Inventory
HubSpot + SOS Inventory + Slack: When a deal is updated to 'Closed Won' in HubSpot, automatically create a shipment in SOS Inventory and notify the sales team in a dedicated Slack channel.
SOS Inventory + HubSpot + QuickBooks: When stock is low for an item in SOS Inventory, create a task in HubSpot to reorder the item, and then create a customer in QuickBooks if they don't already exist.
HubSpot and SOS Inventory 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 SOS Inventory
Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.
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FAQ HubSpot and SOS Inventory
How can I connect my HubSpot account to SOS Inventory using Latenode?
To connect your HubSpot account to SOS Inventory 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 SOS Inventory accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update inventory levels based on new HubSpot deals?
Yes, you can! Latenode allows you to automatically adjust SOS Inventory levels when a deal closes in HubSpot. This keeps your inventory accurate and reduces manual data entry.
What types of tasks can I perform by integrating HubSpot with SOS Inventory?
Integrating HubSpot with SOS Inventory allows you to perform various tasks, including:
- Automatically creating SOS Inventory sales orders from new HubSpot deals.
- Syncing contact information between HubSpot and SOS Inventory.
- Updating product information in SOS Inventory based on HubSpot data.
- Triggering HubSpot workflows when inventory levels fall below a threshold.
- Generating reports combining sales data from both platforms.
How can I use HubSpot data to personalize SOS Inventory workflows?
Latenode allows you to use HubSpot data like deal size and customer type to customize SOS Inventory actions using JavaScript or AI for dynamic, tailored automation.
Are there any limitations to the HubSpot and SOS Inventory integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time syncing depends on the API limits of both HubSpot and SOS Inventory.
- Historical data migration requires careful planning due to API constraints.
