Zapier connection

The Zapier connection links your HLB account to other apps through Zapier. You can automate tasks such as capturing leads and updating contacts. The connection is authorized with a private integration token from your account.

To connect:

• Log in to Zapier, click Create and choose Zap.
• Click the trigger block and search for the HLB app.
• In the account section, click Sign In. Zapier asks for an API key.
• In your HLB account, go to Settings and open Private Integrations. Create a new integration, give it a name and description, and select every scope the connection needs so it works properly.
• Copy the token that is generated and paste it into Zapier.

Copy the token right away, because you cannot view it again later. Share it only with people you trust, and never post it publicly.

By default, account admins can create and manage private integrations. You can remove this permission for individual admins in Settings, My Staff, under their roles and permissions. Private Integrations is in the Other Settings section of Settings. If it does not appear, check that the feature is turned on in Labs.

For security, replace your token every 90 days. Open the integration, choose to rotate the token and expire the old one later, then put the new token into Zapier. Both tokens work for 7 days, then the old one expires. During those 7 days, you can cancel the rotation if you need more time, or expire the old token as soon as Zapier is updated. If a token is ever compromised, rotate it and expire the old one immediately, then update Zapier right away.