Expense tracking automation
A streamlined workflow for automatically categorizing and summarizing business expenses based on uploaded receipts and transactions.
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HubSpot
HubSpot
1. Choose trigger event
Credly
Credly
2. Choose action
1. Select the event
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HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Issue Badge" in Credly.
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Frequently Asked Questions about HubSpot + Credly integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Credly
How can I integrate HubSpot with Credly?
To integrate HubSpot with Credly, you can use Zapier as a middleware to set up automated workflows. By creating a Zap, you can establish triggers in HubSpot which will perform specific actions in Credly. For instance, when a contact is added in HubSpot, you can automatically issue a badge in Credly.
What triggers are available for HubSpot in this integration?
In our integration between HubSpot and Credly, available triggers include 'New Contact', 'Contact Property Change', and 'New Form Submission' within HubSpot. These triggers allow us to automate subsequent actions in Credly such as issuing badges or updating records.
Can I issue badges from Credly based on HubSpot activities?
Yes, with our integration capabilities, you can issue badges from Credly based on specific activities that occur within HubSpot. For example, when a deal is closed or a contact reaches a particular lifecycle stage, it can trigger an action to award a badge via Credly.
Is there any delay between actions performed due to the integration?
Typically, there's minimal delay when triggering actions between HubSpot and Credly through our platform. However, slight delays may occur due to processing time by each platform and data transfer over the network.
Are there any prerequisites for setting up the integration between HubSpot and Credly?
Before setting up the integration between HubSpot and Credly using Zapier, ensure that both your accounts are active and you have sufficient permissions to access API integrations on both platforms.
What types of actions can be automated with this integration?
With this integration setup via our service, actions such as issuing digital badges upon meeting specific criteria or updating member profiles in response to changes within HubSpot's ecosystem are possible.
Is it possible to personalize badges issued via the integration?
While personalizing badges directly through the automation link isn't supported yet by most standard workflows, modifications and custom badge designs must be prepared within your Credly account before linking them with any automation from our workflows involving HubSpot activities.
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Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
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Learn how to automate HubSpot on the Zapier blog
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About Credly
Credly is the world's largest network of digital credentials. The most respected brands use Credly to issue badges, certificates, and certifications to millions of professionals every year.
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