OttoKit: HubSpot Integration Guide

Are you currently using HubSpot as your CRM? 

If so, you’re probably familiar with the challenges of managing your work within the application. HubSpot can sometimes feel overwhelming due to the number of manual tasks it requires.

For example, you may need to sync your new contacts with your email marketing tool or manually create contacts in HubSpot from different sources such as form submissions or lead collection tools.

It becomes even more difficult if you want to connect HubSpot with WordPress plugins like LearnDash or TutorLMS, as most of these plugins lack direct integrations with HubSpot.

But you can solve that problem with OttoKit!

OttoKit enables you to easily connect hundreds of WordPress plugins, web apps, and services with HubSpot, allowing you to automate tasks.

For example, you can set up a workflow in OttoKit to automatically add contacts in HubSpot when people enroll into your LMS tool, or join your emailing list.

If this sounds interesting to you, we have all the information you need in this article. We cover everything from the basics of OttoKit to how you can create automated workflows using the platform.

Let’s start with the basics.

What is HubSpot?

If you do not know this already, HubSpot is an awesome all-in-one platform for inbound marketing, sales, and customer relationship management (CRM). Basically, it’s a one-stop shop for businesses to attract, engage, and delight their customers.

With HubSpot, you can do a bunch of cool stuff.

You can manage all your contacts in one place, keep track of leads, create marketing campaigns, and analytics, social media management, etc.

The best part is, you can do all of this right from a single platform.

What is OttoKit?

OttoKit is an automation tool that can help you connect one app to another to automate processes.

With OttoKit, you can create automated workflows that perform action events in different apps when a trigger event happens in the other app.

For example, you can set up a workflow to automatically add contacts into HubSpot, or send a Slack message when there’s a new HubSpot form submission.

Why OttoKit is a Superior Automation Solution for HubSpot Users

When selecting an automation tool for HubSpot, it’s important to choose one that balances flexibility, affordability, and ease of use. Let’s explore how OttoKit compares to other popular alternatives:

1. OttoKit vs. FlowMattic

FlowMattic is a decent option for WordPress users, but it lacks the broader app integrations that OttoKit provides. While FlowMattic focuses primarily on WordPress environments, OttoKit excels at connecting a wide array of SaaS applications, including HubSpot, Slack, Google Sheets, and LMS platforms like LearnDash.

OttoKit also offers a more intuitive workflow builder, allowing users to set up complex automation with ease, even if they’re not technical experts.

2. OttoKit vs. Pabbly Connect

Pabbly Connect offers multiple integrations but can become expensive as your automation needs scale. OttoKit, on the other hand, provides a more scalable pricing model and focuses on delivering seamless integration for HubSpot users.

Additionally, OttoKit is optimized for WordPress plugins and offers deeper compatibility with HubSpot-related workflows.

3. OttoKit vs. Bit Integrations

Bit Integrations is a lightweight tool but lacks the sophistication needed for robust automation workflows. It primarily targets basic tasks and doesn’t offer advanced triggers and actions for HubSpot users.

OttoKit allows for highly customizable workflows, making it the better choice for businesses that want to automate complex processes.

4. OttoKit vs. Zapier

Zapier is a well-known automation tool but comes with a hefty price tag. Many users find its pricing prohibitive, especially for scaling businesses. OttoKit provides a powerful alternative without the high costs.

OttoKit also offers direct integration with WordPress plugins, which is something Zapier doesn’t natively support.

5. OttoKit vs. IFTTT

IFTTT is geared more toward simple personal automations rather than business-centric workflows. Its limited trigger-action combinations make it unsuitable for complex HubSpot automations.

OttoKit bridges this gap by offering extensive capabilities for business users, making it a better fit for HubSpot automation needs.

By choosing OttoKit, you get a powerful automation tool designed for businesses and agencies that need both simplicity and flexibility in managing HubSpot workflows.

HubSpot Tasks You Can Automate With OttoKit

When you use OttoKit, you can connect with 100s of apps with your HubSpot account. This opens up a whole new world of possibilities.

We know that HubSpot offers integration with some apps but not all web applications or WordPress plugins.

But with OttoKit, you can integrate HubSpot with apps that do not have direct integration with HubSpot.

Some general workflows that you can easily create in OttoKit can help you:

• Create a support ticket in your customer support platform like Freshdesk when a new contact is created in HubSpot.
• Update contacts in your email marketing tool when contacts are updated in HubSpot.
• Send a Slack message when new task form submissions happen in HubSpot.
• Create contacts into your HubSpot account when they book a meeting from your Calendly account.
• Create HubSpot tickets from Slack messages and assign them to a particular team member.
• Send emails to a group of people when a deal is updated.

These are some general examples. You can do a lot more.

How Does Automation Work in OttoKit?

Automation in OttoKit is based on triggers and actions.

A trigger is an event that occurs in your trigger app like a form being filled or a new contact getting added in HubSpot.

And, an action is a task that is automatically performed when a trigger occurs, such as sending a Slack message or adding a row in Google Sheets.

One complete set of triggers and actions is called a workflow!

Triggers & Actions Available for OttoKit

We have added several triggers and actions for HubSpot in OttoKit so you can create advanced workflows. Some of those triggers and actions are:

Triggers:

• Company Updated
• Contact Updated
• Deal Updated
• New Company Added
• New Contact Added
• New Deal Added
• New Form Submission

Actions:

• Create or Update Contact
• Create Contact
• Create Ticket
• Add Contact to List
• Remove Contact from List
• Update Contact
• Get Contact by Email
• Get Owners
• Search Companies
• Create Company
• Update Company
• Create Deal
• Create Association
• Create Contact with Custom Fields
• Create Deal with Custom Fields
• Create Company with Custom Fields

How to Connect OttoKit with HubSpot?

It’s really easy to connect your HubSpot account with OttoKit. Actually, connecting any app with OttoKit is pretty straightforward.

Just follow the steps in this video, and you’ll learn how to connect HubSpot with OttoKit. It’s as simple as that!

How To Create HubSpot-Related Workflows in OttoKit?

Once you connect your HubSpot account with your OttoKit account, you’re ready to create automated workflows.

You can take actions in any other app when different events happen in your HubSpot account or take actions in your HubSpot account when events happen in any other app.

We have this article that can help you understand how to make workflows in OttoKit. It explains everything about creating and managing workflows.

Once ready, you can automate repeating Hubspot-related tasks with OttoKit and put your time into more important work like building strategies to grow your business. 🚀

And if you need any help or have questions, our team is just a message away!