Okta and HubSpot Integration

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Automatically provision HubSpot access based on Okta user roles. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing ensures cost-effective, scalable user management.

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Okta

HubSpot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and HubSpot

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

Add the Okta Node

Select the Okta node from the app selection panel on the right.

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Okta

Configure the Okta

Click on the Okta node to configure it. You can modify the Okta URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the HubSpot Node

Next, click the plus (+) icon on the Okta 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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HubSpot

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.

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Connect HubSpot

Sign In

Run node once

Configure the Okta 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.

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The action ID

Run node once

Set Up the Okta 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 Okta, 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 Okta and HubSpot integration works as expected. Depending on your setup, data should flow between Okta 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 Okta and HubSpot

Okta + HubSpot + Slack: When a new user is created in Okta, a contact is created in HubSpot, and a notification is sent to a Slack channel.

HubSpot + Okta + Zoom: When a deal reaches a new stage in HubSpot, a user is provisioned in Okta, and a meeting is scheduled in Zoom.

Okta and HubSpot integration alternatives

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.

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.

See how Latenode works

FAQ Okta and HubSpot

How can I connect my Okta account to HubSpot using Latenode?

To connect your Okta account to HubSpot on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Okta and click on "Connect".
  • Authenticate your Okta and HubSpot accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate user provisioning from Okta to HubSpot?

Yes, you can! Latenode simplifies user provisioning. Automatically create or update HubSpot contacts based on Okta user data. Streamline your onboarding and keep systems in sync effortlessly.

What types of tasks can I perform by integrating Okta with HubSpot?

Integrating Okta with HubSpot allows you to perform various tasks, including:

  • Automatically creating new HubSpot contacts from Okta user accounts.
  • Updating HubSpot contact information based on Okta profile changes.
  • Triggering HubSpot workflows when a new user joins an Okta group.
  • Granting/revoking HubSpot access based on Okta group membership changes.
  • Sending personalized welcome emails via HubSpot upon Okta user creation.

How secure is my Okta data when using the Latenode integration?

Latenode uses industry-standard security protocols to protect your data during Okta and HubSpot integrations, including encryption and secure authentication methods.

Are there any limitations to the Okta and HubSpot integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits of the Okta and HubSpot APIs may affect performance.
  • Complex data transformations might require custom JavaScript code.
  • Real-time synchronization depends on Okta's event stream capabilities.

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