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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 use Zapier to send events.
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.
βStatic
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.
Sending Deal Won to Cometly via Zapier