100 Free Automations

Hubspot 2-way sync (lead category)

by Noel Maniraguha on October, 2024

Hubspot 2-way sync (lead category)

This automation syncs your Smartlead category changes within HubSpot.

This Page Has Multiple Automations

This automation has 1 component. 
1. Syncing your Smartlead category changes within HubSpot

Pre-requisite: you must have Sync HubSpot and Smartlead properties (categories) completed
This automation is briefly mentioned in the few minutes of this video

 

Afonto Profile Picture
Hubspot 2-way sync (lead category)
Hubspot to Smartlead
Download Blueprint
Afonto Profile Picture
Hubspot 2-way sync (lead category)
Smartlead to Hubspot
Download Blueprint

Insert the blueprint in make (new scenario)


Manual Changes

If you have the "Marketing Hub Professional" plan, Initiate the HubSpot webhook from workflows
If you're on a lower-tier plan, do it from a Dev Account (instructions below)

Smartlead Webhook Creation

Find it here and add the webhook with the following settings:

Event Type: LEAD_CATEGORY_UPDATED

Choose any category (positive categories recommended)

Smartlead Webhook Creation

Smartlead API key

Find it here and replace {API_KEY} with your smart lead API key

Smartlead API-1

HubSpot Module

Update the HubSpot modules with the correct properties

The property Name should be "Categories" which you should have set up beforehand

 



HubSpot to Smartlead (Creating a dev app)

If you have a dev account, log in.
If you don't, sign up here: then create an application
 

 

Update the Redirect URL to: www.integromat.com/oauth/cb/hubspotcrm

Include the following Scopes



"Create a subscription webhook" in the features section

 

 

Choose which property you want to monitor. In this case, it would be "categories"

 

 

Input your target URL as the make webhooks module URL

 

 

Do a test and if it works, you should be good to go!!


Set a schedule

I recommend choosing a "daily" occurrence for this automation

Set Schedule