Introduction
Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.
Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.
Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).
The integration for HubSpot allows you to synchronize Docebo Users to Hubspot as well as import users from HubSpot to Docebo.
For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.
Activating Docebo Connect
To activate Docebo Connect on your platform or sandbox, please reach out to your Docebo account manager. Please note that depending on the integration requirements, there may be associated costs.
Before you start
All the recipes for this integration can be found in the project's folder. This folder should be considered a “special folder” as all the recipes contained within are subject to automatic updates. As such, any customizations you make to recipes located within the folder can be overwritten by Docebo. In order to prevent such an occurrence, it is strongly advised to create a new project folder for any recipes you wish to use in production and copy or clone the recipes from the project's folder inside.
Prior to configuring and using the integration, you need to make clones of all the recipes used in this integration. For more information on how to clone and edit a cloned recipe, please see Docebo Connect usage: Copying recipes. The list of recipes that need to be cloned can be found in the Recipe descriptions chapter of this article. All recipes that call another recipe will require editing, the called recipes can be found in a list in the description of each recipe.
Configuring the integration
Prior to using Docebo Connect for HubSpot, you will need to configure the integration, following are the steps necessary to successfully set up the lookup tables and recipes.
Configuring the lookup table
Docebo Connect for HubSpot uses the standard integration-settings table where the settings for the integration are stored.
Please note: All boolean values must be stated as eithertrueorfalsein lower-case.
Click on the gear icon and locate Docebo Connect, then click on Manage. Next, click on the Lookup Table tab and then click on the integration-settings table.
Please make sure that the table in the platform matches the table presented here, if any of the following rows are missing, please add them by typing the values in the relevant text boxes and then pressing the check mark icon to save the row.
Add the following rows if they do not already exist:
| Integration | Key | Value |
|---|---|---|
HUBSPOT |
NOTIFICATION_MAIL_ID |
The email address of the user to receive the notification if any error occurs in a job. |
Once all the values are added the lookup table should look similar to this example:
Configuring the connector
Navigate to your project folder and press the down arrow on the Create button in the top right corner of the window. In the resulting drop-down menu, select Connection.
In the resulting New connection screen, type HubSpot into the search text box and in the search results field, select the HubSpot connector.
Next, in the Connect to HubSpot window, give your connection a meaningful name and in the Location drop-down menu select the top level where you have stored your HubSpot recipe clones. Then, press the Connect button.
Recipe descriptions
Workflow recipes
Please note: In order for this integration to work properly, the following recipes need to be started first:For more information about starting recipes, please see Docebo Connect usage: Common recipe actions.
- New/updated user records in HubSpot
- Retrieve contacts from Hubspot
- Recursion to retrieve contacts
- Processing Hubspot user details
- Create / Update users from Hubspot to Docebo LMS
New/updated user records in HubSpot
The recipe is responsible for real-time synchronization, which receives user creation and update events from HubSpot for every 5 minutes.
- Trigger
- Runs continuously
- Calls to other recipes
Retrieve contacts from Hubspot
This recipe is responsible for retrieving the contact (user) details from HubSpot.
- Trigger
- Triggered via function call
- Calls to other recipes
Recursion to retrieve contacts
This recipe performs recursive calls to retrieve contact (user) details from HubSpot.
- Trigger
- Triggered via function call
- Calls to other recipes
Processing Hubspot user details
The recipe is responsible for segregating contact (user) details with and without email.
- Trigger
- Triggered via function call
- Calls to other recipes
Create / Update users from Hubspot to Docebo LMS
This recipe is responsible for creating users if not present or updating users if present in the Docebo platform through batch call, based on the details provided as input from the Processing HubSpot user details sub recipe.
- Trigger
- Triggered via function call
- Calls to other recipes
Utility recipe
Bulk User Sync - Hubspot to Docebo
Please note: This recipe should not be started, instead it should be run by opening the recipe editor and pressing the Test recipe button. Starting this recipe will perform a full migration every five minutes. If you intend to run this recipe, make sure you start all Workflow recipes except New/updated user records in HubSpot first.
This recipe should be run manually only when a full migration of users from HubSpot to Docebo is performed.
The recipe is responsible for performing batch synchronizations.
- Trigger
- Runs automatically every five minutes, if started
- Calls to other recipes