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Getting your data is easy with Toric’s integrations. Read on for a step-by-step guide to configure your HubSpot account in Toric which will allow you to have direct access to your organization’s data.
An Integration is any software which Toric can connect to via the software’s API service. In other words, facilitates getting your data by integrating to your existing software tools.
To learn more, check out Intro to Integrations.
Automations are Actions that are executed based on a Trigger event. For example, run a Dataflow when a source is updated in a project.
To learn more, check out Automations For Integrations.
Before jumping into Toric. You need to get some information from your HubSpot account. Here’s what you’ll need:
Login to HubSpot with an administrator account. Then click on your account avatar (top right) to copy the number below your company name.
Go to Settings in HubSpot. In HubSpot, click the the gear icon on the top right of your screen.
In the Settings menu (on the left), navigate to Integrations and click on API key. Click on Reveal and confirm that you’re not a robot 🤖. You will need to copy the API key and paste it soon when configuring HubSpot in Toric.
With your HubSpot account info on hand, you’re ready to go back to Toric and configure your integration.
Setting up a configuration In Toric is as easy as following the steps below
Use the text field to enter a name for your HubSpot integration. If you choose to create more than one HubSpot configuration, we recommend choosing a unique name to differentiate each..
Paste your HubSpot Client ID, which you obtained from Step 1 in Info you need from HubSpot.
Paste your HubSpot API Key, which you obtained from Step 2 in Info you need from HubSpot.
Use the Validate Configuration button to make sure all fields are completed correctly. Invalid fields will be highlighted in red, and a successful validation will show in green. Click on Add Configuration to finalize the creation of the HubSpot connection.
Checkout this quick example of a HubSpot automation. Learn more about other types of Automation actions in the article, Automations for Integrations.
Absolutely. Click the three dots on the right and select the Update option. If you no longer need a configuration, you should delete it and create a new one.
If you choose to make a new configuration, you will need to update all Automations that use the old configuration.
First, check that you followed Steps 1 through 7.
If you’re still getting an invalid configuration, please open a ticket using the in app chat (bottom right) or write to us at support@toric.com.
Reach out 😀. We’re constantly adding Integrations to other great software tools. To make a request, write to us using the in App chat or at support@toric.com.
