Hubspot to Inkit integration guide

A guide to show HubSpot users looking to integrate with Inkit how to connect the two apps for automated document creation and mailing.

In this guide you will learn how to set up Inkit with Hubspot. Make sure you have a Hubspot account with the appropriate plan to allow for integrations.

Also, sign into the Inkit web-app if you have not already.

Read on to learn how to automate and personalize direct response mailing campaigns.

Installing the Inkit App

After logging into the Inkit webapp, turn on the HubSpot integration in the API settings. Then, click on the HubSpot icon on the right-hand-side of the template and grab the endpoint.

Make sure to check the request signature box.

Click here to open a new tab to the Inkit listing on HubSpot. Press request to install.

Create a Workflow with Inkit

In Hubspot, hover over the "Automation" tab in the navbar and click on "Workflows" in the dropdown.

Create a new automation a relevant name and create the webhook.

  1. Make sure your request is a POST request.
  2. Include the endpoint URL you retrieved from within the Inkit.io webapp:

Example: https://internal.inkit.io/integrations/hubspot/9098f2cea8af41f4ac4d8724d9c818af/webhook/5a2fe48dcea5424ba364f334b33d9762

  1. Add any follow-up actions after the mailing if you like.
  2. And lastly, pick the object fields you want to include in your request.

Your automation will look something like the following:

Expected Data

The fields you must include in your webhook API requests are the ones you've included in your template. You may choose to make a template with a customer address, first name, and maybe a phone number. In that case, you would have to include these variables in your request.

You should now have what you need to successfully integrate with Inkit via your HubSpot environment.

Thank you for reading this guide.