Installation of App Instances
- Navigate to the Integrations section from the left navigation bar in Togai
- Click on
Apps
to access the list of apps with tight integration support - Locate and select
Hubspot
from the available apps - Click on the
+Add connection
button - Provide a name for the connection and paste your
Hubspot API key
into the appropriate field
Triggers and Actions
There is 1 Trigger available for Hubspot currently. The way it works is, If
{trigger}
, then do {Action}
You can pick and choose the trigger and action that you want from the lengthy list available from all the applications.
You can use these as building blocks to build your own flows.
An example flow would be: On creation of an invoice in Togai, create payment link Hubspot.

Flows and Automation
- To enable flows, access the
Flows
section within Integrations - Select the desired flow from the available options or create a new flow to meet your requirements
- To create a new flow:
- Enter the flow name and description
- Select the flow type from the dropdown
Inbound Flow - based on third party events(eg: Hubspot), actions are triggered in Togai
Outbound Flow - based on events occurring in Togai, changes are made to the connected third party app - Define triggers by choosing the source application from where the flow starts
- Select a predefined trigger from the dropdown list
- Next, define an action which makes the desired changes by selecting the destination app
- Select a predefined action from the dropdown list. You can add multiple actions.
- Lastly, preview the flow and save changes
- Else, choose an existing flow and select
+Add Connection
- Configure the triggers and actions by specifying the app instance (Hubspot or Togai) associated with each step.
Available Flows

- A new company is created in Hubspot
- Togai then creates a corresponding account for it
- You can see this mapping of hubspot company ID in the Settings for each account in Togai
- Create a quote in Hubspot
- Create a corresponding PricePlan in Togai
- Associate the priceplan for that particular account
- Quote ID is added as a setting for that PricePlan
Customer ID and Account ID
To refer to customers in Hubspot or Togai, you can obtain the customer ID and account ID.- In Togai, go to Customers, select an account, and find the customer ID and account ID under Settings.
- Use these IDs to reference the customer in Hubspot, or vice versa.