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* docs(cli): document device-code login and config reset guidance; renumber sections * docs(cli): fix duplicate numbering (renumber Login/API Keys/Configuration sections) * docs: Fix webhook documentation to include meta dict in all webhook payloads - Add note explaining that meta objects from kickoff requests are included in all webhook payloads - Update webhook examples to show proper payload structure including meta field - Fix webhook examples to match actual API implementation - Apply changes to English, Korean, and Portuguese documentation Resolves the documentation gap where meta dict passing to webhooks was not documented despite being implemented in the API. * WIP: CrewAI docs theme, changelog, GEO, localization * docs(cli): fix merge markers; ensure mode: "wide"; convert ASCII tables to Markdown (en/pt-BR/ko) * docs: add group icons across locales; split Automation/Integrations; update tools overviews and links
54 lines
2.6 KiB
Plaintext
54 lines
2.6 KiB
Plaintext
---
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title: "HubSpot Trigger"
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description: "Trigger CrewAI crews directly from HubSpot Workflows"
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icon: "hubspot"
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mode: "wide"
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---
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This guide provides a step-by-step process to set up HubSpot triggers for CrewAI Enterprise, enabling you to initiate crews directly from HubSpot Workflows.
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## Prerequisites
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- A CrewAI Enterprise account
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- A HubSpot account with the [HubSpot Workflows](https://knowledge.hubspot.com/workflows/create-workflows) feature
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## Setup Steps
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<Steps>
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<Step title="Connect your HubSpot account with CrewAI Enterprise">
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- Log in to your `CrewAI Enterprise account > Triggers`
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- Select `HubSpot` from the list of available triggers
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- Choose the HubSpot account you want to connect with CrewAI Enterprise
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- Follow the on-screen prompts to authorize CrewAI Enterprise access to your HubSpot account
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- A confirmation message will appear once HubSpot is successfully connected with CrewAI Enterprise
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</Step>
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<Step title="Create a HubSpot Workflow">
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- Log in to your `HubSpot account > Automations > Workflows > New workflow`
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- Select the workflow type that fits your needs (e.g., Start from scratch)
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- In the workflow builder, click the Plus (+) icon to add a new action.
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- Choose `Integrated apps > CrewAI > Kickoff a Crew`.
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- Select the Crew you want to initiate.
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- Click `Save` to add the action to your workflow
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<Frame>
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<img src="/images/enterprise/hubspot-workflow-1.png" alt="HubSpot Workflow 1" />
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</Frame>
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</Step>
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<Step title="Use Crew results with other actions">
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- After the Kickoff a Crew step, click the Plus (+) icon to add a new action.
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- For example, to send an internal email notification, choose `Communications > Send internal email notification`
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- In the Body field, click `Insert data`, select `View properties or action outputs from > Action outputs > Crew Result` to include Crew data in the email
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<Frame>
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<img src="/images/enterprise/hubspot-workflow-2.png" alt="HubSpot Workflow 2" />
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</Frame>
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- Configure any additional actions as needed
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- Review your workflow steps to ensure everything is set up correctly
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- Activate the workflow
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<Frame>
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<img src="/images/enterprise/hubspot-workflow-3.png" alt="HubSpot Workflow 3" />
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</Frame>
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</Step>
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</Steps>
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## Additional Resources
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For more detailed information on available actions and customization options, refer to the [HubSpot Workflows Documentation](https://knowledge.hubspot.com/workflows/create-workflows). |