Note: Before beginning it is important to understand that while this is a prebuilt integration it is highly recommended that someone who is familiar with both systems, their databases and your processes perform the implementation. It is also recommended that thorough testing be done prior to turning the integration on. Improper implementation can result in unwanted records being entered in your systems.
With your StarfishETL Professional Edition (or higher) subscription, you have free access to our Starter integrations. This article discusses steps necessary to implement the Starter Template bundle for Creatio and Hubspot Marketing Automation.
Once you have subscribed to StarfishETL, you will be given a document that explains this integration in detail so you know exactly how the integration works. It will also help make sense of some of the information below.
HubSpot is cloud based and very easy to connect to. Creatio can be on-prem or Cloud and StarfishETL
supports both. Please see the Creatio Connector
article for more information.
This integration does require the installation of a Creatio Bundle that implements necessary schema changes. The Starter package is copied into your instance by the StarfishETL team. You will need to request the Creatio bundle and the starter package from the StarfishETL Team.
Prior to beginning the implementation of the HubSpot / Creatio Essentials, please gather the following information:
- User credentials for HubSpot and Creatio
Internet access to Creatio
- Decide which HubSpot and Creatio user accounts you are going to use and obtain necessary login information.
- Users must have xxxx rights.
Connect Creatio User Credentials and Creatio Bundle
- If Creatio has been
deployed locally, provide Connect Creatio iPaaS appropriate access to Creatio
REST API. Please talk with your Connect Creatio representative to discover which connectivity options are appropriate for your organization.
for StarfishETL account – access can be requested at https://designer.starfishetl.com
- Request the Creatio Bundle and starter package from the StarfishETL team.
- email email@example.com and ask them to:
- Copy the starter package into the StarfishETL instance you just created
- Email you the Creatio Bundle necessary for this integration
4. StarfishETL System Variables
You will need to get the following information to adjust the System Variables when the time comes. If you do not know what these values are please consult your Creatio Partner for assistance.
StarfishETL Starter Template Setup: Creatio - HubSpot
Creatio Schema Modification
In order for the Creatio - Hubspot integration to function properly, updates need to be made to Creatio. Below are the steps to update Creatio:
- In Creatio, navigate to an existing Activity. If no Activity exists, create one.
- Select the View drop down from the upper left corner. This will take you to the Section Wizard.
- Drag the String entity from the left menu to the
- Go back to the Section Wizard main view
- Save the changes by selecting Save
- Navigate to the Activity, you will see the new
Now Creatio is configured to work with the the starter template Hubspot integration.
Adjust StarfishETL System Parameters
Now that you have your Connectors configured, go to Projects. You should see the HubSpot & Creatio Essentials Project that the StarfishETL team uploaded into your instance. Double click to open. The first thing to do is to adjust the parameters in this project to fit your needs.
1. Navigate to the Project’s Variables tab
2. Modify the server time offsets to reflect the time differences of each server
3. ServerTimeOffset-HubSpot – typically US Central time
5. Connect Creatio iPaaS is on US Central Time
6. Change ClosedWon and ClosedLost Opportunity Type
Ids if different from current selection
7. Specify User Ids for each Starfish user
8. Specify the default sales representative for
Creatio. This will be used to assign the Leads.
Configure Cross References (Xrefs)
To learn more about cross references, please refer to this article.
1. Navigate to the Projects Xref Lists. Two lists
will need to be updated to reflect process flow across each system.
2. Select leadstatustype
3. Modify the cross reference pairs as required to
reflect your workflow
4. Select Leadcycle Stage –
Creatio to HubSpot
5. Modify the cross reference pairs as required to
reflect your workflow
It is recommended that you test your integration thoroughly to make sure it is performing per your requirements.
Set Job Schedule
Hopefully at this point you have configured your integration and tested thoroughly to make sure it is functioning properly. Now you are ready to go-live. This means you can set an individual schedule on every job in the Project depending on your needs.
- In your Hubspot & Creatio Project open the “Select the HS Contact -to- CRM
- Select the Schedule tab
- While in this view, you
can modify the schedule frequency for the integration.
- The HS Contact -to- CRM
Contact Job is the start of a Job Chain. Select Schedule Enabled.
- Select the time interval,
Every 10 minutes is common.
- Select End of Run for
the Reschedule From
- Leave thread count at 1.
Since all of the integration jobs are in a chain, setting the schedule on the first job is all that's necessary.
Connect Creatio has the ability to monitor for issues with your integration and notify you. Please read more about that in the Monitoring article
. The Watchdog portion of this article does not apply to this integration, it is for on-prem installations of StarfishETL
Congratulations! You have officially integrated your Hubspot and Creatio. We hope it is extremely useful for your team.