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Data Management

How to Select an Output Target

Haezel Jane Tolentino
Haezel Jane Tolentino |

In this article, you will learn how to choose and configure the output target for your Palpaca UI, from opening the extension to publishing your work.

Step 1: Go to the HubSpot sidebar, click on CRM, and select the object you’re interested in.

CRMStep 2: Once you’ve chosen the object (e.g. Contacts), click on the contact you're interested in.

contactStep 3: You will be redirected to Palpaca’s homepage. Click the “Create your first UI” or “Add new UI” button, or select an existing UI you want to edit.

homepage2

Step 5: Complete the steps to create your UI, or navigate directly to the Data Output page.

data output

Step 6: In the first section, Select Output Target, open the dropdown menu and choose your desired output target.

target

Step 7: In the second section, Select Action, select what action Palpaca should perform on the selected platform (e.g. create or edit a specific object record).

action

Step 8: In the third section, Configure Fields, map inputs from the Palpaca UI to the properties of the action. You can do so by using the predefined dropdowns for each property.

fieldas

Step 9: Once done, click the “Publish” button to save and publish your work.

data output - publish