Integration – Populate Dstny widget with HubSpot contact data

This article will guide you in setting up a pre-configured integration to populate Dstny’s CRM connect widget with contact data from HubSpot.

Setting up the workflow

1. Create a Bosbec Account.
2. Log in and go to Workflows and My Channels in the main navigation menu.
3. Click the plus sign in the top right and select to create an HTTP
   • A subdomain will be generated for you based on your administrator’s email address. You can change this to something more appropriate, such as your company name or something similar.
   • Click Create channel at the bottom of the side nav.
4. Navigate to Workflows and My Workflows.
5. Click the yellow plus sign at the top right.
6. Enter a name for your workflow (e.g., Integration – Dstny/Hubspot Widget).
7. Click SAVE.
8. Open the newly created workflow by double-clicking or right-clicking and selecting Edit.
9. Select Create new workflow followed by Empty workflow.
10. Go to File and select Import workflow from WFB file.
    • You’ll find the download button at the top of this page.
11. Double-click the trigger called “Lookup”
12. Select the HTTP channel you created earlier.
    • Ensure that it is set to “Public.”
    • Copy the HTTP link (formatted https://[subdomain].in.bosbec.io/lookup).
13. Go to File and click Save.
14. Activate the workflow using the button at the top right (next to “Run”).
    • When it turns yellow, the workflow is active.
15. You can now close this workflow.
16. Set up your Custom Connector and widget with Dstny, or your Dstny provider.
    • For the URL, enter the link you copied from the lookup trigger.
    • For the username and password, enter details of your own choice.
      • This will be used when setting up your account settings later in the guide.

Adding details from HubSpot and Dstny

1. In the Bosec admin panel, go to Settings at the top right and select Account Settings.
2. At the bottom left, under Account, enter the data in the table below.
   1. The values on the right are retrieved from Front Systems or Rule.

The setup is now complete, and your Dstny CRM connect widget will be populated with data from HubSpot!