HubSpot Trigger

This guide provides a step-by-step process to set up HubSpot triggers for CrewAI AMP, enabling you to initiate crews directly from HubSpot Workflows.

Prerequisites

• A CrewAI AMP account
• A HubSpot account with the HubSpot Workflows feature

Setup Steps

1. Connect your HubSpot account with CrewAI AMP
   • Log in to your CrewAI AMP account > Triggers - Select HubSpot from the list of available triggers - Choose the HubSpot account you want to connect with CrewAI AMP - Follow the on-screen prompts to authorize CrewAI AMP access to your HubSpot account - A confirmation message will appear once HubSpot is successfully connected with CrewAI AMP
2. Create a HubSpot Workflow
   • Log in to your HubSpot account > Automations > Workflows > New workflow
   • Select the workflow type that fits your needs (e.g., Start from scratch) - In the workflow builder, click the Plus (+) icon to add a new action. - Choose Integrated apps > CrewAI > Kickoff a Crew. - Select the Crew you want to initiate. - Click Save to add the action to your workflow

   

3. Use Crew results with other actions
   • After the Kickoff a Crew step, click the Plus (+) icon to add a new action. - For example, to send an internal email notification, choose Communications > Send internal email notification - 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

   

   • Configure any additional actions as needed - Review your workflow steps to ensure everything is set up correctly - Activate the workflow

     

For more detailed information on available actions and customization options, refer to the HubSpot Workflows Documentation.