Integrations

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Overview

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Available integrations

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Google Suite

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SEO Tools

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CRM

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Content Management

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Web & Communication

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Setting up integrations

1. Go to Settings → Integrations
2. Click Add Integration
3. Select the service (HubSpot, Google, WordPress, etc.)
4. Complete OAuth authentication or enter API keys
5. Integration is now available in all workflows

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OAuth integrations (HubSpot, Google)

1. Go to Settings → Integrations
2. Click Add Integration → Select service
3. Click Connect (e.g., “Connect with HubSpot”)
4. Authorize access in the provider
5. Integration is ready

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API key integrations (WordPress)

1. Go to Settings → Integrations
2. Click Add Integration → WordPress
3. Enter your WordPress site URL
4. Add your application password
5. Test connection

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HubSpot integration

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What you can do

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Common workflows

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Working with properties

{
  "name": "Acme Inc",
  "domain": "acme.com",
  "industry": "Technology",
  "numberofemployees": "50-100",
  "custom_property": "value"
}

{
  "industry": "SaaS",
  "lead_score": "85"
}

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WordPress integration

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What you can do

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Post creation

{
  "title": "My Blog Post",
  "content": "Post content in HTML...",
  "status": "draft",
  "categories": [1, 2],
  "tags": [5, 6],
  "featured_media": 123
}

{
  "id": 456,
  "link": "https://yoursite.com/my-blog-post",
  "status": "draft"
}

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Content workflow

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Common patterns

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CRM data enrichment

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Content automation

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Cross-platform sync

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Read → Process → Write

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Multi-source aggregation

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Scheduled data sync

Schedule: Daily at 2 AM
  → Read from source
  → Transform
  → Write to destination
  → Log results

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Working with Google Sheets

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Reading data

{
  "data": [
    {"name": "Alice", "email": "[email protected]"},
    {"name": "Bob", "email": "[email protected]"}
  ],
  "rows": 2,
  "columns": 2
}

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Writing data

[
  ["Name", "Email", "Status"],
  ["Alice", "[email protected]", "Active"],
  ["Bob", "[email protected]", "Pending"]
]

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Tips for Sheets

• Use named ranges for stable references
• Include headers for structured output
• Use A1 notation for ranges: Sheet1!A1:D100

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Working with BigQuery

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Reading with SQL

SELECT 
  date,
  campaign,
  SUM(spend) as total_spend
FROM `project.dataset.table`
WHERE date >= DATE_SUB(CURRENT_DATE(), INTERVAL 7 DAY)
GROUP BY date, campaign
ORDER BY date DESC

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Writing data

• Append: Add new rows
• Truncate: Replace all data
• Write if empty: Only write to empty table

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Tips for BigQuery

• Use parameterized queries for dynamic values
• Partition tables for better performance
• Set appropriate timeout for large queries

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Authentication

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OAuth flow

1. Draft & Goal redirects to provider
2. You authorize access
3. Provider returns tokens
4. Tokens stored securely

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API keys

1. Generate key in the platform
2. Add to Draft & Goal integrations
3. Key encrypted at rest

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Best practices

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Error handling

Conditional:
  If HubSpot_0.status == "error"
    → Log error
    → Retry or alert
  Else
    → Continue workflow

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Common errors

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Retry logic

1. Add a retry mechanism (3 attempts)
2. Wait between retries (exponential backoff)
3. Log failures for review

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Rate limiting

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Data validation

• Check required fields
• Verify data format
• Confirm IDs exist
• Handle empty data gracefully

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Use IDs, not names

❌ "Marketing Budget 2024"
✅ "1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgvE2upms"

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Handle empty data

Conditional:
  If data.rows == 0
    → Handle empty case
  Else
    → Process normally

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Validate before writing

• Required fields present
• Data types correct
• No duplicates (if needed)

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Next steps