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Okta Prod Workflows allows customers to create integration with HubSpot CRM from Okta Workflows
https://www.okta.com/platform/workflows
Using HubSpot CRM connector, Okta Workflows users can manage customer, companies, deals information and association between them using HubSpot CRM
功能

Add company record
Create customer's company record using connector action

Create a deal for customer
Create a new deal record, update details of the existing deal or delete an existing deal record.

Create a record for customer contact
Connector action would allow to create, update customer contact record.

Add association between customer, deal, company records
Use connector action to create association between customer and deal record.
應用程式功能
共用資料
![]() Companies | ||
![]() Contacts | ||
![]() Deals |
評論
- 2022年11月18日
Love it
Can't begin to go into just how much time Okta Workflows saves me and my team over previously manually repetitive processes.
Automating employee, contractor and project onboarding across tooling
Helper flows make it so much easier to improve upon and chain together API processes or even automate things that some of our tools don't allow direct automation on.
The number of functions within some of the integrations pale compared to what can be achieved by API functions, but we're able to overcome this by designing and chaining together functions into helper flows.
Coleman, S.
科技:軟體 - 51 至 200 位員工
- 2021年5月13日
seamless HubSpot integration with okta you can automate everything with your HubSpot crm
HubSpot is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service, or build a powerful website. Today, over 95,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The HubSpot Marketing Hub helps you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale. HubSpot's partnership with Okta enhances security while improving ease of access with Single Sign-On (SSO).
managing contacts and creating contact owners and putting them all in one org
Inc, P.
銀行 / 金融服務 - 201 至 1,000 位員工
價格
Okta Lifecycle Management
US$4
/ 月Okta Lifecycle Management
US$4
/ 月* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/12/04
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