Hubspot - Configure Incoming Webhook to Trigger a Flow

This guide will walk you through the process of configuring Moxo’s incoming webhook integration in HubSpot, allowing you to automatically trigger Moxo flows based on HubSpot events.

Step-by-Step Instructions:

  1. Create a New HubSpot Workflow:
    • Navigate to Automation > Workflows in your HubSpot account.
    • Select Create Workflow, choose the appropriate workflow type (e.g., "Contact-based" or "Deal-based"), and define the trigger that will activate the workflow (e.g., when a contact is created or updated).
  2. Add the Webhook Action to Your Workflow:
    • After defining your trigger, click the + icon to add an action.
    • In the list of available actions, go to Data Ops and select Send a Webhook.

  1. Configure the Webhook Action:
    • In the Method field, select POST.
    • Copy the Moxo flow template webhook URL (provided by Moxo) and paste it into the Webhook URL field.
  1. Set Up Authentication:
    • Choose API key as the Authentication type.
    • Go to the Basic authentication section in your Moxo account and copy the username and password.
    • In HubSpot, paste the username into the API Key Name field and the password into the API Key Secret field.
    • Set the API Key Location as Request Header.
  2. Customize the Request Body:
    • Scroll down to the Request Body section and select Customize request body.
    • Add the required properties by specifying the Property key (this should match the Moxo flow template properties exactly) and corresponding Property value.



      If the required property values are available in HubSpot (e.g., "Email," or “Name"), you can directly map those values from the HubSpot object (e.g., contact or deal). If the values are not available, you can use static properties to input a specific value manually.

  1. Test Your Webhook Configuration:
    • Before finalizing, test the workflow to ensure the webhook triggers the correct Moxo flow.
    • HubSpot allows you to send test data through the webhook to verify the connection and review any errors that may occur.
  2. Review and Publish Your Workflow:
    • Once you have tested the webhook and verified that it works as expected, review the entire workflow setup.
    • Click Review and then Publish to activate the workflow in HubSpot.

Be sure to double-check the accuracy of the property keys and values, as any mismatch can prevent the workflow from functioning correctly.

You can create multiple workflows in HubSpot for different Moxo flow templates by repeating these steps and using the relevant Moxo webhook URL for each specific flow template.

 

By following this guide, you’ll successfully integrate Moxo’s incoming webhooks into your Hubspot workflows to automatically kick off Moxo workspaces based on triggers in Hubspot.