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This article will help you configure webhooks inside HubSpot workflows to send server events to Cometly.
Important: Workflows must be included on your HubSpot plan in order to send server events directly from HubSpot. If you do not have Workflows on your plan level, you can easily use Zapier to send events.
If you are using HubSpot Marketing Forms on your website, please visit this article before sending events to ensure your forms are properly tracking.
Step 1: Configure your HubSpot workflow trigger
Create a new HubSpot workflow and configure the trigger based on the event you would like to send to Cometly.
Step 2: Create action to send webhook
Create an action and choose Send a webook
Step 3: Configure webhook
For the Method selection, select Post
For the Webhook URL enter:
For Authentication Type select API Key
For API key, click Add a secret
For the Secret name, enter cometly or any other identifier that you wish to identify the Cometly key.
For the Secret value, enter Bearer XXXXXXXXXXXXXXXX
Use your Cometly API Key in replace of XXXXXXXXXXXXXXXX.
Example Secret value:
Bearer 82828D72FHDGELWL827273847dDDFFDG
Ensure the API key name is Authorization and the API key location is set to Request header
Request body
There are property values and static values. Property values can be dynamically updated depending on the contact property field. Static values do not change and are set.
Static
The only static value should be event_name as the key with a value of the name of the event that can be found in the Cometly developer documentation in the fields section.
Property
The property keys should match the fields in the Cometly developer documentation and the property values are dynamic where it says 'Select a property' in the example below. You will need to select a property in HubSpot.
Important: An event_name and email are required in the payload. You may add any other fields available in the Cometly developer documentation to the payload.
Save the webhook configuration.
Enroll a contact to test and check the Events Log in Cometly to ensure the server event was received.
Configuring a Trigger in HubSpot for a Booked Meeting
This section of the guide will walk you through the process of setting up a HubSpot workflow trigger to automate actions when a new meeting is booked.
Access the Workflow Builder
Log in to your HubSpot account.
Navigate to Automation > Workflows from the main menu.
Open the workflow where you want to set up the trigger.
Configure the Enrollment Trigger
In the workflow editor, click on Enrollment Triggers on the left-hand panel.
Under "Automatically trigger enrollment," select When an event occurs.
Choose the event type: Meeting booked. It will show as Has completed: Meeting booked
Add criteria to filter the meeting type. For example:
Meeting type equals Product Demo or another specific meeting type.
You can choose any criteria to filter so it's only going to trigger when the specific meeting is booked.
Confirm the setup by clicking Done.
Re-Enrollment Settings
Leave the re-enrollment set to OFF to prevent duplicate enrollments so Cometly is tracking the first time a new meeting is booked. If you wish to track every, you can turn on re-enrollment but we recommend having it set to off so you have better data.
Set Workflow Actions, Send Webhook to Cometly
Define the action that should take place when the trigger is activated.
For instance, select Send a Webhook under Data Ops to send the meeting details to another platform. All you need to do is simply add the webhook URL and data will send to Cometly.
Refer to our Cometly Webhooks Guide for detailed instructions on:
Creating your webhook in Cometly
Selecting the event (or creating event) for the webhook
Mapping the webhook data to the appropriate fields in Cometly.
Setting up filters to ensure only the desired data is tracked.
By following these steps, you’ll ensure that your HubSpot new meetings booked are properly integrated with Cometly.
Configure the webhook settings (e.g., URL, authentication, payload) as needed.
Review and Publish Workflow Automation In HubSpot
Review your workflow setup to ensure all conditions and actions are configured correctly.
Click Save to finalize the trigger and Publish to activate the workflow.
Sending Deal Won to Cometly via Zapier
