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What are HubSpot Integration Bots?
HubSpot Integration Bots are software programmed to automate routine data routing and document management processes. They help users seamlessly complete repetitive tasks through pre-selected conditions. All you need to do is connect your airSlate account with your HubSpot account and define what will prompt the Bots to act. airSlate offers four HubSpot Integration Bots:
  • Create HubSpot Records Bot
  • Update Hubspot Records Bot
  • Export To HubSpot Bot
  • Pre-fill From HubSpot Records Bot
How do HubSpot Integration Bots work?
HubSpot Bots automate specific components of your Flow, such as updating and exporting HubSpot records, pre-filling documents from HubSpot records, and creating ones from scratch based on the collected information. All Bots operate based on “if-this-then-that” conditional logic. You can configure what will happen to this component before and after each step of your Flow is completed. Based on the conditions you set for the Bot, airSlate will immediately start performing actions you pre-configured in the Bot settings.
Do I need developers to integrate airSlate with HubSpot?
HubSpot is a reasonably self-explanatory platform to implement and use. However, the answer to this question may vary depending on how complex the solutions you would like to integrate using HubSpot. For example, creating HubSpot API integration API requires you to have some knowledge of programming languages and their frameworks. Yet, for something less tech-heavy as data export, data, and management, airSlate is here to the rescue.
Is it secure to use airSlate as a HubSpot integration?
Every time you interact with it, our solution helps you ensure that your documents and sensitive information are protected. We safeguard your data with SOC 2 Type II and PCI DSS certifications. In addition to that, we implemented the leading compliance standards, such as FERPA, CCPA, HIPAA, and GDPR, to put you in control over the information you share. airSlate also offers features that help add such extra security layers as two-factor authentication, Audit Trail, and 256-bit encryption.
How do I set up HubSpot Integration Bots?
With airSlate, you can integrate with HubSpot and automate routine tasks without writing a single line of code.
  1. Start by creating a Flow.
  2. Click on the Bots icon, find the integration you want (HubSpot), → connect it to your HubSpot account.
  3. Type the integration name into the search box to find your desired Bot.
  4. Indicate what input will trigger your Bots to act. You can choose anything from user roles to dates and email addresses.
  5. Fine-tune your Bot by using the Advanced settings option → Click Apply Setup.
How do I ensure that my Bot performs correctly?
To check your Bot’s performance, you will need to check your Bot’s log. Entries in this log will show you how and when the Bots you installed performed. YA green checkmark next to the Bot indicates that it ran successfully. If it didn’t, an error icon would appear instead. You’ll need to hover over this icon to figure out what prevented the Bot from working correctly.
For what are airSlate Bots used?
Generally, airSlate Bots can be divided into four categories: automation, integration, data movement, and access restriction Bots. They can handle a wide range of complex rule-based tasks, capture data taken from different applications, and populate documents to create reminders and routing data between documents.
Do I need to pay additionally for using Bots?
No, your subscription already includes the use of all of our Bots. You can install as many as you want without extra charges. However, if you’re looking for complicated customized integrations, contact our sales team, and we’ll prepare a custom solution for you. Also, if you want hands-on experience using Bots, you can take airSlate for a test drive. All features will be immediately available to you as soon as you sign up for our free plan. airSlate is compatible with all popular platforms, tools, and browsers. It’s convenient for people who’re always out and about and need to switch between devices regularly.
How do I learn how to use airSlate’s Bots?
airSlate, having a straightforward interface, doesn’t require a steep learning curve. However, if you’re new to automation or want to clarify some unclear aspects, we offer a variety of educational courses that you can take free of charge at your own pace. You can find these courses on the airSlate Academy’s website.
What are the benefits of using airSlate integrations?
The traditional way of executing documents and collecting information involves a lot of time-consuming processes. They include but are not limited to generating documents, collecting signatures and data, restricting and granting access to specific documents, routing data between CRMs and applications, and more. With our solution, you’ll be able to minimize the manual input in the above-described processes and build your document-based workflows around automation and integrations with platforms like HubSpot. Our integration Bots offer multiple customization options to get the most out of automating your critical business processes. Consequently, you’ll get a less time-consuming and more accurate output.