Setting up your HubSpot Action

Create meeting engagement

A meeting engagement will be created in HubSpot as per your instructions each time this is triggered.

  1. Once you test your Trigger data, you need to select an action app to use with the Trigger.

  2. To add this action app to your , click on the “add service” button.

    add service

  3. Select “HubSpot” as your Action app from the list of .

  4. Connect your HubSpot account to Rapidomize and authorize Rapidomize to access your HubSpot account.

  5. Follow Guidance How to set up HubSpot on Rapidomize. Once connected, press select key to select your HubSpot account.

  6. Select the “Action” by clicking on Create meeting engagement icon.

    HubSpot

  7. Type the meeting style and description.

  8. Select the particular workspace.

  9. Specify the meeting date and start time.

  10. Type the approximate meeting end time.

    HubSpot

  11. Test your action by clicking on “Test / Get Sample Data”.

  12. Save your by clicking on “Save ”.

  13. You will get a card entry in “Intelligent Connected Apps page”.

  14. To activate the , turn ON the “Run” toggle slider.

  15. Click on “Status” icon on the card to see the status of your from the Dashboard.

  16. Once you activated your , it will run according to the specified schedule.

Last modified March 20, 2024