Introduction

In this article we guide you through the steps needed to connect Trustmary with HubSpot via our native integration. The guide consists of a set of simple steps with screencaptures to make the integration process as easy as possible.

The integration

1. Click on the Integrations tab

Click on the Integrations tab

2. Click on the Marketplace link

Click on the Marketplace link

3. Install the Trustmary app for HubSpot

After clicking Install in the marketplace, you will be redirected to a page where you can select the account you want the app to be installed to.

4. Connect Trustmary to Hubspot

Choose the account you wish to connect to. Note that you might need to log in before this step, if you haven't already.

Connect Trustmary to Hubspot

5. Click on Connect app

Confirm the installation by clicking the Connect app button.

Click on Connect app

6. Create a Workflow in HubSpot

Navigate to Workflows in HubSpot and select Create Workflow.

Create a Workflow in HubSpot

7. Set up the Workflow

Select Start from scratch in the bar on the right, and Contact-based under it. Next, select Blank workflow in the middle and advance to the next screen by clicking Next.

8. Add a workflow step

Click on the plus sign under the trigger section. No need to set up triggers right now.

Add a workflow step

9. Scroll down and select Connect to Trustmary

Scroll down and select Connect to Trustmary

10. Retrieve the API key

Go back to Trustmary, click on your profile and select Settings in the drop-down menu.

Retrieve the API key

11. Click on the Developers tab

Once in the settings, click on the Developers tab on the right.

Click on Developers

12. Click on Add new in the API section

You can find the Add new button in the right hand side of the API keys section under the Developers tab.

13. Name the API key

Click Save once you're ready to generate the API key.

Name the API key

14. Copy the API key

You will only see the key once, so make sure you have it saved somewhere.

Copy the API key

15. Insert the API key into the connection field in HubSpot

Remember to click Save near the bottom when you're done!

Insert the API key into the connection window in HubSpot

16. Click on Review and publish and turn the workflow on

18. Start testing the connection by clicking Enroll

Test the connection by first clicking Enroll

19. Click on Choose contacts

Then choosing contacts

20. Select the contacts

Click Enroll x Contacts to advance.

Select a contact

21. Navigate to the History tab

Here you should see if the workflow was completed on the contact.

Navigate to History

22. Jump back to your survey

Once in the survey, select the Integrations tab. Now you should see the survey's fields that can now be plugged back into HubSpot, when you receive answers.

Navigate back to your survey
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