Thank you for installing Trustmary Hubspot integration
Navigate to Workflows in Hubspot and select “create Workflow.
Select Start from scratch in the bar on the right, and Contact-based under it. Next, select Blank workflow in the middle and advance to the next screen by clicking Next.
Click on the plus sign under the trigger window. No need to set up triggers right now.
Go back to Trustmary, click on your profile and select Settings in the drop-down menu.
Once in the settings, click on the Developers tab.
Click Save once you’re ready.
You will only see the API once, so make sure you have it saved.
Remember to click Save when you’re done!
And click Enroll x Contacts to advance.
Here you should see if the workflow was completed on the contact.
Click on the plus sign under the trigger window. No And select the Integrations tab. Now you should see the survey’s fields that can now be plugged back into HubSpot, when you receive answers.