HubSpot integration with Tability
How to Create check-ins in Tability when new calls are logged in HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create check-ins in Tability when new calls are logged in HubSpot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Tability integrations
Tability actions
Nekton can use any feature that is available in Tability API.
Using our advanced AI, you can easily create custom automations for Tability.
Here are some typical actions you can do in your automated workflows.
Create Check-In
Create a new check-in for your outcome
About Tability
Tability is a simple goal-tracking platform for OKRs and team goals