Integrate OAuth 2.0 Applications Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate OAuth 2.0 based applications like HubSpot, Facebook, and YouTube through Pabbly Connect with this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for OAuth 2.0 Integration

To integrate OAuth 2.0 based applications inside Pabbly Connect, you first need to access the platform. Start by navigating to connect.Pabbly.com/app which takes you to the app integration page.

Once on the app integration page, locate the Pabbly Connect dashboard. Here, you can create a new application by clicking the Create New App button. Name your application and click Save to proceed.

2. Configuring the OAuth 2.0 Application in Pabbly Connect

After creating your app, you need to configure the OAuth 2.0 settings. Start by entering a descriptive name and upload an app logo (64×64 pixels).

• Select the authentication type as OAuth 2.0.
• Choose the grant type from the dropdown (Authorization Code or Authorization Code with PKCE).
• Input the redirect URL provided by Pabbly Connect.

Next, you will need to gather your API credentials from the application you are integrating, such as HubSpot CRM. Enter the Client ID, Client Secret, and Authorization URL obtained from the API documentation.

3. Creating Triggers in Pabbly Connect

Once the OAuth application is configured, the next step is to create triggers. Go to the trigger section and click Create Trigger. Give your trigger a name, for example, ‘Company Updated’, and click Save. using Pabbly Connect

In this section, you can also define the type of trigger. Choose between webhook setup by instruction, API request, or polling to check for new data. For HubSpot CRM, select polling to check new data since it does not support webhooks.

4. Defining Action Steps in Pabbly Connect

After setting up triggers, proceed to define the action steps. Click on the action section and select the action event, such as ‘Add Contact to Deal’. Enter the required details for this action.

In this section, you can also create inbuilt actions. For instance, create an inbuilt action to fetch all contacts from HubSpot CRM. This allows users to see a list of contacts when setting up the action in Pabbly Connect.

• Select the HTTP method and enter the endpoint URL for the API call.
• Define the parameters required for the API call, such as Contact ID and Deal ID.

After configuring these parameters, save your actions. This ensures that the actions are ready for execution in the workflow.

5. Testing and Deploying Your Integration in Pabbly Connect

With your triggers and actions set up, it’s time to test the integration. Create a new workflow in Pabbly Connect and select the trigger you created earlier.

Connect your HubSpot account when prompted and select the output properties that you want to display. After setting everything up, you can run a test to ensure that the integration works seamlessly.

Once testing is successful, your integration is ready for use. You can now automate processes between HubSpot CRM and other applications using Pabbly Connect.

Conclusion

Integrating OAuth 2.0 based applications using Pabbly Connect simplifies the process of connecting various platforms like HubSpot, Facebook, and YouTube. By following the steps outlined in this guide, you can efficiently set up and manage your integrations.