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How to connect HubSpot and Tavily
Create a New Scenario to Connect HubSpot and Tavily
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 Tavily will be your first step. To do this, click "Choose an app," find HubSpot or Tavily, 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 Tavily Node
Next, click the plus (+) icon on the HubSpot node, select Tavily from the list of available apps, and choose the action you need from the list of nodes within Tavily.
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Authenticate Tavily
Now, click the Tavily node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Tavily settings. Authentication allows you to use Tavily through Latenode.
Configure the HubSpot and Tavily 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 Tavily 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, Tavily, 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 Tavily integration works as expected. Depending on your setup, data should flow between HubSpot and Tavily (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 Tavily
Tavily + HubSpot + Slack: When a new company is mentioned in a Tavily web search, a company profile is created in HubSpot. Then, a notification is sent to a designated Slack channel to alert the sales team.
Tavily + HubSpot + Google Sheets: This automation uses Tavily to research leads based on a web search. The lead information is then updated in HubSpot, and finally, the data is saved to a Google Sheet for record-keeping and analysis.
HubSpot and Tavily 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 Tavily
Use Tavily in Latenode to automate research workflows. Retrieve and analyze data from various sources for competitive intelligence or market research. Integrate Tavily’s search API into Latenode for automated content aggregation and report generation. Connect to AI models or databases, scaling your data processing without complex coding.
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FAQ HubSpot and Tavily
How can I connect my HubSpot account to Tavily using Latenode?
To connect your HubSpot account to Tavily 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 Tavily accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich HubSpot contacts with Tavily search data?
Yes, you can! Latenode lets you visually map Tavily's search results to HubSpot contact properties, automating data enrichment for better segmentation and personalized outreach.
What types of tasks can I perform by integrating HubSpot with Tavily?
Integrating HubSpot with Tavily allows you to perform various tasks, including:
- Automatically researching leads in Tavily based on new HubSpot contacts.
- Creating HubSpot tasks when Tavily finds relevant news about a contact.
- Updating HubSpot contact properties with data extracted from Tavily results.
- Triggering email sequences in HubSpot based on Tavily search triggers.
- Generating reports on lead research data sourced via Tavily in HubSpot.
What HubSpot data can I access within Latenode workflows?
Latenode allows access to HubSpot contacts, deals, companies, and marketing events enabling complex automations using your CRM data.
Are there any limitations to the HubSpot and Tavily integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the HubSpot and Tavily APIs may affect workflow execution speed.
- Complex data transformations might require JavaScript knowledge.
- Access to certain advanced features may depend on your HubSpot and Tavily subscription plans.
