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How to connect Moco and HubSpot
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or HubSpot will be your first step. To do this, click "Choose an app," find Moco or HubSpot, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the HubSpot Node
Next, click the plus (+) icon on the Moco 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.
Configure the Moco 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.
Set Up the Moco 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 Moco, 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 Moco and HubSpot integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and HubSpot
Moco + HubSpot + Slack: When a new project is created in Moco (via a watched event), a new contact is created in HubSpot. Then, a notification is sent to a Slack channel to inform the sales team about the new contact and project.
HubSpot + Moco + Google Sheets: When a deal closes in HubSpot, a project is created in Moco, and the details of the newly created project are logged in a Google Sheet. This helps track project status and resources.
Moco and HubSpot integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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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See how Latenode works
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FAQ Moco and HubSpot
How can I connect my Moco account to HubSpot using Latenode?
To connect your Moco account to HubSpot on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and HubSpot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HubSpot contacts from new Moco clients?
Yes, you can! Latenode automates this, ensuring seamless data transfer. New Moco client data instantly creates a corresponding HubSpot contact, streamlining sales and marketing efforts.
What types of tasks can I perform by integrating Moco with HubSpot?
Integrating Moco with HubSpot allows you to perform various tasks, including:
- Create HubSpot deals when new Moco projects are created.
- Update HubSpot contacts with time tracking data from Moco.
- Trigger email campaigns in HubSpot based on Moco project milestones.
- Sync Moco client data to HubSpot for targeted marketing.
- Generate reports in HubSpot using Moco time tracking information.
How do I handle errors or failures when automating Moco tasks?
Latenode's error handling provides detailed logs and automated retry mechanisms, ensuring robust and reliable automation workflows.
Are there any limitations to the Moco and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits on the Moco or HubSpot APIs can affect performance.
- Real-time synchronization depends on the API availability of both platforms.
