HubSpot CRM

The HubSpot CRM modules enable you to monitor events, records, contacts, engagements, file and form submissions, or create, retrieve, update and delete records, contacts, engagements, events, or files in your HubSpot CRM account.

Getting Started with HubSpot CRM

Prerequisites

  • A HubSpot CRM account

In order to use HubSpot CRM with Integromat, it is necessary to have a HubSpot CRM account. If you do not have one, you can create a HubSpot CRM account on the HubSpot CRM signup page.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting HubSpot CRM to Integromat

To connect your HubSpot CRM account to Integromat follow the general instructions for Connecting to services.

After you click the Continue button, Integromat will redirect you to the HubSpot CRM website where you will be prompted to grant Integromat access to your account.

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Confirm the dialog by clicking the Grant Access button.

Watch Notifications

Triggers when a specified event in your HubSpot account occurs.

Before setting up your Watch Notifications module you need to:

Webhook NameEnter the name for the module. E.g. Contact created or updated.
ConnectionEstablish a connection to your HubSpot CRM account using the advanced settings.
  1. Open the advanced settings by checking the Show advanced settings checkbox.
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  2. Enter the User ID, Hapi Key, Client ID, and Client Secret into respective fields:
    Obtaining the Client ID and Client Secret.
    Obtaining the HubSpot API Key (Hapi Key) an User ID.
  3. Click the Continue button and confirm the dialog by clicking the Grant Access button. 2019-11-26_11_23_44-Window.png
Application IDEnter the App ID. It can be found in the app Auth settingsin your HubSpot developer account.

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SubscriptionsAdd one or more HubSpot events that will trigger the Watch Notifications module.
You can create a maximum of 1000 subscriptions per application (per one Watch Notifications module).
Force to remove old subscriptionsDeletes event subscriptions that were previously created in the app.
If there are old subscriptions, these subscriptions must be deleted first and then a new webhook can be created.

You can also delete event subscriptions in your Webhooks app settings in your developer account.

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Creating a New Application

1. Log in to your HubSpot developer account.

2. Select the Create an App option.

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3. Enter the App Name and Save the dialog.

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4. Select the scopes you will need for your webhook. E.g. add contacts scopes for triggering the module when a new contact is created or deleted.

The contacts scope is all you need to receive contacts, deals, and company event webhooks.
Do not fill the Redirect URL field.

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Obtaining the HubSpot API Key (HAPI Key) and User ID

1. Log in to your HubSpot developer account.

2. Select the Manage Apps option.

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2. Click the Get HubSpot API Key button.

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3. Click the Show key button to display your HubSpot API Key.

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4. The User ID is displayed below the API Key field.

 

CRM Objects

Search for CRM Objects

Searches for CRM objects (contacts, companies, deals, products, tickets, line_items) by custom properties or by a query. To search for products or line_ites use a special connection with a required custom scope [e-commerce].

ConnectionEstablish a connection to your HubSpot CRM account.
LimitSet the maximum number of CRM objects Integromat should return during one execution cycle.
Object Type to Search Select or map the object type and fill the dynamic fields that appear based on your selection to search the objects.
Start OffsetEnter (map) the start offset [1..N] if you want to change the output result.

Watch CRM Objects

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

ConnectionEstablish a connection to your HubSpot CRM account.
LimitSet the maximum number of CRM objects Integromat should return during one execution cycle.
Object Type to Search Select or map the object type and fill the dynamic fields that appear based on your selection to watch the objects.

Records (Deals, Contacts, Companies)

Create a Record (Legacy)

Creates a contact, a company, or a deal.

ConnectionEstablish a connection to your HubSpot CRM account.
Record TypeSelect the record type:
  • Contact
  • Company
  • Deal
Contact
CityEnter the city name of the contact.
Close DateEnter the date when the contact has become a customer. See the list of supported date and time formats
Company NameEnter the company name to which the contact belongs to.
Contact OwnerSelect the owner who owns this contact.
EmailEnter the email address of the contact.
Fax NumberEnter the fax number of the contact.
First NameEnter the first name of the contact.
Job TitleEnter the position of the contact.
Last NameEnter the last name of the contact.
Lead StatusSelect the status of the lead.
Legal basis for processing contact's dataEnter the legal basis for processing the contact's data.
Lifecycle StageSelect the stage of the contact.
Marital StatusEnter the marital status of the contact.
Membership NotesEnter the additional information about the contact membership.
MessageEnter the message for the contact.
Military statusEnter the military status as mentioned in the lead form.
Mobile Phone NumberEnter the mobile number of the contact.
Number of EmployeesEnter the number of employees in the company.
Original SourceSelect the source from which you got lead to the contact.
PersonaSelect the persona of the contact.
Phone NumberEnter the phone number of the contact.
Postal CodeEnter the postal code of the company.
Preferred languageSelect the language for the contact.
Relationship StatusSelect the status of the relationship.
SalutationEnter the salutation of the Salutation for addressing the contact.
SchoolEnter the school details of the contact.
StatusSelect the status of the contact relationship of the company.
State/RegionEnter the state name of the contact.
Street AddressEnter the street name.
Twitter UsernameEnter the Twitter username of the contact.
Website URLEnter the website URL address of the company.
Work emailEnter the working email address of the contact.
Company
About UsEnter the details of the company.
Annual RevenueEnter the annual revenue of the company.
CityEnter the city name.
Close DateEnter the date on which the company becomes a member. See the list of supported date and time formats
Company Domain NameEnter the company's website domain name.
Company ownerSelect the user assigned to the company.
Country/RegionEnter the country name where the company is located.
DescriptionEnter the details of the mission and goals of the company.
Facebook Company PageEnter the website details of the company's Facebook page.
Facebook FansEnter the number of Facebook fans the company has.
Google Plus PageEnter the website URL of the company's Google Plus page.
IndustrySelect the industry in which the company operates.
Lead StatusSelect the company sales prospecting status.
Lifecycle StageSelect the life cycle stage of any contact associated with the contact.
LinkedIn BioEnter the details of the company's LinkedIn bio page.
LinkedIn Company PageEnter the website URL of the company's LinkedIn page.
NameEnter the company name.
Number of EmployeesEnter the number of employees in the company.
Original Source TypeSelect the source lead for the company.
Phone NumberEnter the phone number of the company.
Postal CodeEnter the postal code of the company.
State/RegionEnter the state name in which the company is located.
Street AddressEnter the street name where the company is located.
Street Address 2Enter the street name where the company is located.
Time ZoneEnter the time zone in which the company is located.
Total Money RaisedEnter the amount of money the company has raised.
Twitter BioEnter the details of the company's Twitter bio.
Twitter FollowersEnter the number of Twitter followers the company has.
Twitter HandleEnter the details of who handles the company's Twitter.
TypeSelect your relationship with the company.
Web TechnologiesSelect the web technologies used by the company.
Website URLEnter the company's website URL.
Year FoundedEnter the year in which the company is established.
Deal
Properties Edit ModeSelect the deal properties to edit the deal
AmountEnter the deal amount.
Close DateEnter the date the deal is expected to close or was closed. See the list of supported date and time formats
Closed Lost ReasonEnter the reason for losing the deal.
Closed Won ReasonEnter the reason for winning the deal.
Create DateEnter the reason for creating the deal. See the list of supported date and time formats
Deal DescriptionEnter the detail of the deal.
Deal NameEnter a name for the deal.
Deal ownerEnter the details of the user who owns the deal.
Deal StageEnter the stage at which the deal is in.
Deal TypeEnter the deal type.
Manual forecast categoryEnter the forecast category of the deal.
Original Source TypeEnter the source type of the deal.
PipelineEnter the pipeline the deal is in which has the stages the deal is processed in.
Associated ContactsAdd the associated contacts of the deal.
Associated CompaniesAdd the companies associated with the deal.

Create a Record

Creates a contact, a company, or a deal.

Creates a contact, a company, or a deal.

ConnectionEstablish a connection to your HubSpot CRM account.
Record TypeSelect the record type:
  • Contact
  • Company
  • Deal
Property GroupsSelect or map the property groups:
Contact
Select or map the property groups for the contact:
  • Contact information
  • Social media information
  • Email information
  • Web analytics history
  • Conversion information 
CompanySelect or map the property groups for the company:
  • Company activity
  • Company information
  • Social media information
  • Web analytics history
  • Conversion information
  • Target accounts information
DealsSelect or map the property groups for the deal:
  • Deal activity
  •  Deal information
  • Analytics history

Contact
CityEnter the city name of the contact.
Close DateEnter the date when the contact has become a customer. See the list of supported date and time formats
Company NameEnter the company name to which the contact belongs to.
Contact OwnerSelect the owner who owns this contact.
EmailEnter the email address of the contact.
Fax NumberEnter the fax number of the contact.
First NameEnter the first name of the contact.
Job TitleEnter the position of the contact.
Last NameEnter the last name of the contact.
Lead StatusSelect the status of the lead.
Legal basis for processing contact's dataEnter the legal basis for processing the contact's data.
Lifecycle StageSelect the stage of the contact.
Marital StatusEnter the marital status of the contact.
Membership NotesEnter the additional information about the contact membership.
MessageEnter the message for the contact.
Military statusEnter the military status as mentioned in the lead form.
Mobile Phone NumberEnter the mobile number of the contact.
Number of EmployeesEnter the number of employees in the company.
Original SourceSelect the source from which you got to lead to the contact.
PersonaSelect the persona of the contact.
Phone NumberEnter the phone number of the contact.
Postal CodeEnter the postal code of the company.
Preferred languageSelect the language for the contact.
Relationship StatusSelect the status of the relationship.
SalutationEnter the salutation of the Salutation for addressing the contact.
SchoolEnter the school details of the contact.
StatusSelect the status of the contact relationship of the company.
State/RegionEnter the state name of the contact.
Street AddressEnter the street name.
Twitter UsernameEnter the Twitter username of the contact.
Website URLEnter the website URL address of the company.
Work emailEnter the working email address of the contact.
Company
About UsEnter the details of the company.
Annual RevenueEnter the annual revenue of the company.
CityEnter the city name.
Close DateEnter the date on which the company becomes a member. See the list of supported date and time formats
Company Domain NameEnter the company's website domain name.
Company ownerSelect the user assigned to the company.
Country/RegionEnter the country name where the company is located.
DescriptionEnter the details of the mission and goals of the company.
Facebook Company PageEnter the website details of the company's Facebook page.
Facebook FansEnter the number of Facebook fans the company has.
Google Plus PageEnter the website URL of the company's Google Plus page.
IndustrySelect the industry in which the company operates.
Is PublicSelect whether this is a public company.
Lead StatusSelect the company sales prospecting status.
Lifecycle StageSelect the life cycle stage of any contact associated with the contact.
LinkedIn BioEnter the details of the company's LinkedIn bio page.
LinkedIn Company PageEnter the website URL of the company's LinkedIn page.
NameEnter the company name.
Number of EmployeesEnter the number of employees in the company.
Original Source TypeSelect the source lead for the company.
Phone NumberEnter the phone number of the company.
Postal CodeEnter the postal code of the company.
State/RegionEnter the state name in which the company is located.
Street AddressEnter the street name where the company is located.
Street Address 2Enter the street name where the company is located.
Time ZoneEnter the time zone in which the company is located.
Total Money RaisedEnter the amount of money the company has raised.
Twitter BioEnter the details of the company's Twitter bio.
Twitter FollowersEnter the number of Twitter followers the company has.
Twitter HandleEnter the details of who handles the company's Twitter.
TypeSelect your relationship with the company.
Web TechnologiesSelect the web technologies used by the company.
Website URLEnter the company's website URL.
Year FoundedEnter the year in which the company is established.
Deal
Properties Edit ModeSelect the deal properties to edit the deal
Forecast ProbabilityEnter (map) the probability percentage to win the deal.
Forecast CategoryEnter (map) the forecast category of the deal.
PriorityEnter (map) the priority of the deal. For example, normal.
AmountEnter the deal amount.
Close DateEnter the date the deal is expected to close or was closed. See the list of supported date and time formats
Closed Lost ReasonEnter the reason for losing the deal.
Closed Won ReasonEnter the reason for winning the deal.
Create DateEnter the reason for creating the deal. See the list of supported date and time formats
Deal DescriptionEnter the detail of the deal.
Deal NameEnter a name for the deal.
Deal ownerEnter the details of the user who owns the deal.
Deal StageEnter the stage at which the deal is in.
Deal TypeEnter the deal type.
Manual forecast categoryEnter the forecast category of the deal.
Original Source TypeEnter the source type of the deal.
PipelineEnter the pipeline the deal is in which has the stages the deal is processed in.
Associated ContactsAdd the associated contacts of the deal.
Associated CompaniesAdd the companies associated with the deal.

Get a Record

Gets a contact, a company, or a deal.

ConnectionEstablish a connection to your HubSpot CRM account.
Record TypeSelect the record type you want to retrieve:
  • Contact
  • Company
  • Deal
Search TypeSelect the option to search the records you want to retrieve:
  • By ID
  • By Email
IDEnter the Contact, Company, or Deal ID whose details you want to retrieve.
EmailEnter the email address whose details you want to retrieve.

Update a Record

Updates a contact, a company, or a deal.

ConnectionEstablish a connection to your HubSpot CRM account.
Record Type

Select the record type:

  • Contact
  • Company
  • Deal
Contact
Search Type

Select the option to search the records you want to retrieve:

  • By ID
  • By Email
ID

Enter the Contact, Company, or Deal ID whose details you want to update.

Email

Enter the email address of the contact whose details you want to update.

City

Enter the city name of the contact.

Close DateEnter the date when the contact has become a customer. See the list of supported date and time formats
Company NameEnter the company name to which the contact belongs.
Contact OwnerSelect the owner who owns this contact.
EmailEnter the email address of the contact.
Fax NumberEnter the fax number of the contact.
First NameEnter the first name of the contact.
Job TitleEnter the position of the contact.
Last NameEnter the last name of the contact.
Lead StatusSelect the status of the lead.
Legal basis for processing contact's dataEnter the details of the legal basis for processing the data.
Lifecycle StageSelect the stage of contact.
Marital StatusEnter the marital status of the contact.
Membership NotesEnter the additional information about the contact membership.
MessageEnter the message for the contact.
Military statusEnter the military status as mentioned in the lead form.
Mobile Phone NumberEnter the mobile number of the contact.
Number of EmployeesEnter the number of employees in the company.
Original SourceSelect the source from which you got the lead to the contact.
PersonaSelect the persona of the contact.
Phone NumberEnter the phone number of the contact.
Postal CodeEnter the postal code of the company.
Preferred languageSelect the language for the contact.
Relationship StatusSelect the status of the relationship.
SalutationEnter the salutation for addressing the contact.
SchoolEnter the school details of the contact.
StatusSelect the status of the contact relationship of the company.
State/RegionEnter the state name of the contact.
Street AddressEnter the street name.
Twitter UsernameEnter the Twitter username of the contact.
Website URLEnter the website URL address of the company.
Work emailEnter the working email address of the contact.
Company
IDEnter the Company ID whose details you want to update.
About UsEnter the details of the company.
Annual RevenueEnter the annual revenue of the company.
CityEnter the city name.
Close DateEnter the date on which the company becomes a member. See the list of supported date and time formats
Company Domain NameEnter the company's website domain name.
Company ownerSelect the user assigned to the company.
Country/RegionEnter the country name where the company is located.
DescriptionEnter the details of the mission and goals of the company.
Facebook Company PageEnter the website details of the company's Facebook page.
Facebook FansEnter the number of Facebook fans the company has.
Google Plus PageEnter the website URL of the company's Google Plus page.
IndustrySelect the industry in which the company operates.
Lead StatusSelect the company sales prospecting status.
Lifecycle StageSelect the life cycle stage of any contact associated with the contact.
LinkedIn BioEnter the details of the company's LinkedIn bio page.
LinkedIn Company PageEnter the website URL of the company's LinkedIn page.
NameEnter the company name.
Number of EmployeesEnter the number of employees in the company.
Original Source TypeSelect the source lead for the company.
Phone NumberEnter the phone number of the company.
Postal CodeEnter the postal code of the company.
State/RegionEnter the state name in which the company is located.
Street AddressEnter the street name where the company is located.
Street Address 2Enter the street name where the company is located.
Time ZoneEnter the time zone in which the company is located.
Total Money RaisedEnter the amount of money the company has raised.
Twitter BioEnter the details of the company's Twitter bio.
Twitter FollowersEnter the number of Twitter followers the company has.
Twitter HandleEnter the details of who handles the company's Twitter.
TypeSelect your relationship with the company.
Web TechnologiesSelect the web technologies used by the company.
Website URLEnter the company's website URL.
Year FoundedEnter the year in which the company is established.
Deal
IDEnter the Deal ID whose details you want to update.
Properties Edit ModeSelect the deal properties to edit the deal
AmountEnter the deal amount.
Close DateEnter the date the deal is expected to close or was closed. See the list of supported date and time formats
Closed Lost ReasonEnter the reason for losing the deal.
Closed Won ReasonEnter the reason for winning the deal.
Create DateEnter the reason for creating the deal. See the list of supported date and time formats
Deal DescriptionEnter the detail of the deal.
Deal NameEnter a name for the deal.
Deal ownerEnter the user detail who owns the deal.
Deal StageEnter the stage at which the deal is in.
Deal TypeEnter the deal type.
Manual forecast categoryEnter the forecast category of the deal.
Original Source TypeEnter the source type of the deal.
PipelineEnter the pipeline the deal is in which has the stages the deal is processed in.
Associated ContactsAdd the associated contacts of the deal.
Associated CompaniesAdd the companies associated with the deal.

Delete a Record

Deletes a contact, a company, or a deal.

ConnectionEstablish a connection to your HubSpot CRM account.
Record Type

Select the record type you want to retrieve:

  • Contact
  • Company
  • Deal
IDEnter the Contact, Company, or Deal ID you want to delete.

Get a Record Property

Gets metadata for a specific record property by its (internal) name.

ConnectionEstablish a connection to your HubSpot CRM account. 
Record Type

Select the record type you want to retrieve:

  • Contact
  • Company
  • Deal
Property NameSelect the property whose details you want to retrieve.
Option IDEnter the Option ID whose details you want to retrieve.

List Records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

ConnectionEstablish a connection to your HubSpot CRM account. 
TypeSelect the record type you want to list:
  • Contact
  • Company
  • Deal
Output PropertiesSelect the properties you want to list.
LimitThe maximum number of record properties Integromat should return during one scenario execution cycle.

Watch Records

Triggers when a contact, a company, or a deal has been recently modified or created within the last 30 days. The output is limited to 10K.

ConnectionEstablish a connection to your HubSpot CRM account. 
Record TypeSelect the record type you want to retrieve:
  • Contact
  • Company
  • Deal
Search CategorySelect the category whose records you want to watch:
  • Recently modified
  • Recently created
Output PropertiesSelect the properties you want to watch.
LimitThe maximum number of records Integromat should return during one scenario execution cycle.

Contacts

Create/Update a Contact (Legacy)

Creates a contact if it doesn't exist in a portal already or updates it with the latest property values if it does.

ConnectionEstablish a connection to your HubSpot CRM account. 
Annual RevenueEnter the contact's company annual revenue.
CityEnter the contact's city name.
Close DateEnter the date when the contact has become a member. See the list of supported date and time formats
Company NameEnter the contact's company name.
Company SizeEnter the number of employees in the company.
Contact OwnerSelect the user who is associated with the contact.
Country/RegionEnter the country name where the contact is located.
Date of BirthEnter the contact's date of birth. See the list of supported date and time formats
DegreeEnter the details of the contact's degree qualifications.
EmailEnter the contact's email address.
Fax NumberEnter the contact's fax number.
First NameEnter the contact's first name.
GenderEnter the gender details of the contact.
Graduation DateEnter the date when the contact has completed his graduation. See the list of supported date and time formats
Job TitleEnter the position of the contact.
Last NameEnter the contact's last name.
Lead StatusSelect the status of the lead.
Legal basis for processing contact's dataEnter the details of the legal basis for processing the data.
Lifecycle StageSelect the stage of contact.
Marital StatusEnter the marital status of the contact.
Membership NotesEnter the additional information about the contact membership.
MessageEnter the message for the contact.
Military statusEnter the military status as mentioned in the lead form.
Mobile Phone NumberEnter the mobile number of the contact.
Number of EmployeesEnter the number of employees in the company.
Original SourceSelect the source from which you got the lead to the contact.
PersonaSelect the persona of the contact.
Phone NumberEnter the phone number of the contact.
Postal CodeEnter the postal code of the company.
Preferred languageSelect the language for the contact.
Relationship StatusSelect the status of the relationship.
SalutationEnter the details to address the contact.
SchoolEnter the school details of the contact.
SeniorityEnter the seniority level of the contact within the company.
Start DateEnter the contact's start date with the company. See the list of supported date and time formats
StatusSelect the status of the contact relationship of the company:
State/RegionEnter the state of the contact's address.
Street AddressEnter the street name.
Twitter UsernameEnter the contact's Twitter username.
Website URLEnter the company's website URL.
Work emailEnter the contact's work email address.

Create/Update a Contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

ConnectionEstablish a connection to your HubSpot CRM account. 
Property GroupsSelect or map the property groups you want to update:
  • Contact information 
  • Social media information
  • Email information
  • Web analytics history
  • Conversion information
Annual RevenueEnter the contact's company annual revenue.
Buying RoleSelect or map the buying role of the contact:
  • Blocker
  • Budget Holder
  • Champion
  • Decision Maker
  • End-User
  • Executive Sponsor
  • Influencer
  • Legal & Compliance
  • Other
CityEnter the contact's city name.
Close DateEnter the date when the contact has become a member. See the list of supported date and time formats
Company NameEnter the contact's company name.
Company SizeEnter the number of employees in the company.
Contact OwnerSelect the user who is associated with the contact.
Country/RegionEnter the country name where the contact is located.
Date of BirthEnter the contact's date of birth. See the list of supported date and time formats
DegreeEnter the details of the contact's degree qualifications.
EmailEnter the contact's email address.
Fax NumberEnter the contact's fax number.
First NameEnter the contact's first name.
GenderEnter the gender details of the contact.
Graduation DateEnter the date when the contact has completed his graduation. See the list of supported date and time formats
Job TitleEnter the position of the contact.
Last NameEnter the contact's last name.
Lead StatusSelect the status of the lead.
Legal basis for processing contact's dataEnter the details of the legal basis for processing the data.
Lifecycle StageSelect the stage of contact.
Marital StatusEnter the marital status of the contact.
Membership NotesEnter the additional information about the contact membership.
MessageEnter the message for the contact.
Military statusEnter the military status as mentioned in the lead form.
Mobile Phone NumberEnter the mobile number of the contact.
Number of EmployeesEnter the number of employees in the company.
Original SourceSelect the source from which you got the lead to the contact.
PersonaSelect the persona of the contact.
Phone NumberEnter the phone number of the contact.
Postal CodeEnter the postal code of the company.
Preferred languageSelect the language for the contact.
Relationship StatusSelect the status of the relationship.
SalutationEnter the details to address the contact.
SchoolEnter the school details of the contact.
SeniorityEnter the seniority level of the contact within the company.
Start DateEnter the contact's start date with the company. See the list of supported date and time formats
StatusSelect the status of the contact relationship of the company:
State/RegionEnter the state name of the contact's address.
Street AddressEnter the street name.
Twitter UsernameEnter the contact's Twitter username.
Website URLEnter the company's website URL.
Work emailEnter the contact's work email address.

Create/Update a Group of Contacts

Creates a group of contacts or updates them if they already exist. Performs best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

ConnectionEstablish a connection to your HubSpot CRM account.
Batch of Contacts to Create/UpdateAdd the batch of contacts:
Search TypeSelect the option to search the records you want to retrieve:
  • By ID
  • By Email
IDEnter the Contact ID.
CityEnter the city of the contact.
Close DateEnter the date when the contact has become a customer. See the list of supported date and time formats
Company NameEnter the company name to which the contact belongs to.
Contact OwnerSelect the owner who owns this contact.
EmailEnter the email address of the contact.
Fax NumberEnter the fax number of the contact.
First NameEnter the first name of the contact.
Job TitleEnter the position of the contact.
Last NameEnter the last name of the contact.
Lead StatusSelect the status of the lead.
Legal basis for processing contact's dataEnter the legal basis for processing the contact's data.
Lifecycle StageSelect the stage of contact.
Marital StatusEnter the marital status of the contact.
Membership NotesEnter any additional information about the contact membership.
MessageEnter the message for the contact.
Military statusEnter the military status as mentioned in the lead form.
Mobile Phone NumberEnter the mobile number of the contact.
Number of EmployeesEnter the number of employees in the company.;
Original SourceSelect the source from which you got the lead to the contact.
PersonaSelect the persona of the contact.
Phone NumberEnter the phone number of the contact.
Postal CodeEnter the Zip code of the company.
Preferred languageSelect the language for the contact.
Relationship StatusSelect the status of the relationship.
SalutationEnter the salutation for addressing the contact.
SchoolEnter the school details of the contact.
StatusSelect the status of the contact relationship of the company.
State/RegionEnter the state name of the contact.
Street AddressEnter the street name.
Twitter UsernameEnter the Twitter username of the contact.
Website URLEnter the website URL address of the company.
Work emailEnter the working email address of the contact.

Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

ConnectionEstablish a connection to your HubSpot CRM account. 
List IDSelect the List ID to which you want to add the contact.
IDs/EmailsEnter the Contact ID or Email address of the contact to add to the list.

Remove a Contact from a List

Removes a contact from a contact list.

ConnectionEstablish a connection to your HubSpot CRM account. 
List IDSelect the List ID from which you want to remove the contact.
Contact IDEnter the Contact ID you want to remove from the list.

Merge contacts

Merges contacts.

ConnectionEstablish a connection to your HubSpot CRM account. 
ID 1Enter the Contact ID you want to merge.
ID 2Enter the Contact ID with which you want to merge the above-selected contact.

Search for Contacts

Retrieves a list of contacts using the search query.

ConnectionEstablish a connection to your HubSpot CRM account. 
QueryEnter the query for searching the contact.
LimitThe maximum number of contacts Integromat should return during one scenario execution cycle.

List Contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of contacts Integromat should return during one scenario execution cycle.
Output Properties
Select the properties for which you want to list the contacts.
Contact ID [start offset]Enter the Contact ID you want to list.

List Contacts of a Company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Company ID whose contacts you want to list.
LimitThe maximum number of contacts Integromat should return during one scenario execution cycle.
Contact ID [start offset]Enter the Contact ID of the company you want to list

Watch Contacts Added to a List

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

ConnectionEstablish a connection to your HubSpot CRM account. 
List IDSelect the List ID whose contacts you want to watch.
Output PropertiesSelect the properties for which you want to watch the contacts.
LimitThe maximum number of contacts Integromat should return during one scenario execution cycle.

Deals

List Deal/Ticket Pipelines

Returns all deal/ticket pipelines for a given portal.

ConnectionEstablish a connection to your HubSpot CRM account. 
Object TypeSelect the option you want to list:
  • Deals
  • Tickets

Get a Deal's CRM Pipeline

Returns a specific deal pipeline.

ConnectionEstablish a connection to your HubSpot CRM account. 
Pipeline IDEnter the Pipeline ID whose details you want to retrieve.
Stage IDEnter the Stage ID whose details you want to retrieve.

Companies

Search for Companies by Domain

Retrieves a list of companies based on an exact match to the domain property.

ConnectionEstablish a connection to your HubSpot CRM account. 
DomainEnter the domain of the companies you want to search for. For example, hubspot.com.
LimitThe maximum number of companies Integromat should return during one scenario execution cycle.
Output PropertiesSelect the properties of the companies you want to search for.

Engagements

Create an Engagement

Creates an engagement (a note task or activity) on an object in HubSpot Engagements are any interaction with a contact that should be logged inside of the CRM.

ConnectionEstablish a connection to your HubSpot CRM account. 
Is Active?Select if the engagement is active.
TypeSelect the type of engagement you want to create:
  • Email
  • Call
  • Meeting
  • Task
  • Note
TimestampEnter the time when this engagement occurred.
Owner IDSelect the user who owns this engagement.
UIDEnter the unique ID of the engagement for reusing this across different types.
Portal IDEnter the Hub ID of the target portal that is useful if you have access to multiple portals.
Associated ContactsAdd the Contact IDs associated with this engagement.
Associated CompaniesAdd the Company IDs associated with this engagement.
Associated DealsAdd the Deal IDs associated with this engagement.
Associated TicketsAdd the Ticket IDs associated with this engagement.
AttachmentsAdd the File IDs associated with this engagement.

Associate an Engagement with a CRM Object

Associates an engagement with a contact, company, or a deal.

ConnectionEstablish a connection to your HubSpot CRM account. 
TypeSelect the option with which you want to associate the engagement.
  • Contact
  • Company
  • Deal
Engagement IDSelect the Engagement ID you want to associate with the company.
Record IDEnter the Contact ID, Company ID or Deal ID you want to associate with the engagement.

Delete an Engagement

Deletes an engagement (a task, or activity) on an object in HubSpot.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Engagement ID you want to delete.

Watch Engagements

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

ConnectionEstablish a connection to your HubSpot CRM account. 

Events and Notifications

Create/Update a Timeline Event

Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier your HubSpot API Key, your Client ID, and Client Secret are filled in advanced parameters.

ConnectionEstablish a connection to your HubSpot CRM account. 
Application IDEnter the ID of the OAuth app, created inside your HubSpot Developer portal.
Event IDEnter the ID of the event you are creating. You need to specify your own event ID when creating an ID, it will not be assigned automatically.
Event Type IDEnter the Event Type ID you are creating.
EmailEnter the email address of the user ID to whom you are assigning the event.

List Timeline Event Types

Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your HubSpot API Key, your Client ID, and Client Secret a filled in advanced parameters.

ConnectionEstablish a connection to your HubSpot CRM account. 
Application IDEnter the Application ID whose timeline event types you want to list.

Watch Calendar Events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between the start date and the end date.

ConnectionEstablish a connection to your HubSpot CRM account. 
Event TypeSelect the event type you want to watch:
  • All
  • Social
  • Content
LimitSelect the event type you want to watch:
Start DateEnter the start date of the event. See the list of supported date and time formats
End DateEnter the end date of the event. See the list of supported date and time formats

Watch Notifications

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your HubSpot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per 1 developer application. You can create more subscriptions for this one webhook.

ConnectionEstablish a connection to your HubSpot CRM account. 

Files

Delete a File

Permanently deletes a file and all related data and thumbnails from the file manager.

ConnectionEstablish a connection to your HubSpot CRM account. 
File IDEnter the File ID you want to delete.

Create a Folder

Creates a folder.

ConnectionEstablish a connection to your HubSpot CRM account. 
Folder NameEnter the folder name.
Parent Folder IDSelect the Parent Folder ID for the folder you are creating.

Delete a Folder

Marks a folder as deleted.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Folder ID you want to delete.

Moves a File

Moves a file to a different folder.

ConnectionEstablish a connection to your HubSpot CRM account. 
File IDEnter the File ID you want to move.
Folder IDSelect the Folder ID to which you want to move the file.
NameEnter the file name.

Upload a File

Uploads a new file to the file manager.

ConnectionEstablish a connection to your HubSpot CRM account. 
FilenameEnter the file name with the extension that you want to upload. For example, sample.txt.
DataEnter the path or map the file.
Folder IDSelect the Folder ID to which you want to upload the file.
OverwriteSelect if you want to overwrite any existing file.

List Files

Retrieves a list of files stored in the file manager.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of files Integromat should return during one scenario execution cycle.
Folder IDSelect the Folder ID whose files you want to list.
FilterEnter the keywords to filter the files with the characters or words.

Watch Files

Triggers when a new file is stored in the file manager.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of files Integromat should return during one scenario execution cycle.
Folder IDSelect the Folder ID whose files you want to watch.
FilterEnter the keywords to filter the files with the characters or words.

Tasks

Create a Calendar Task

Creates a new task for the calendar (only for the paid Marketing account).

ConnectionEstablish a connection to your HubSpot CRM account. 
NameEnter a name for the task.
DescriptionEnter the details of the task.
Owner ID
Select the user to whom the task is assigned.
Event DateEnter the date by when the task must be completed. See the list of supported date and time formats
CategorySelect the category for the task.
StateSelect the status of the task:
  • Done
  • To Do
Campaign GUIDEnter a value of campaign GUID associated with the task.

Delete a Calendar Task

Deletes a task from the system (only for users with the paid Marketing account).

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Task ID you want to delete.

Watch Task Events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between the start date and the end date.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of task events Integromat should return during one scenario execution cycle.
Start DateEnter the date from which you want to watch the tasks that are created on or after the specified date. See the list of supported date and time formats
End DateEnter the date until which you want to watch the tasks that are created on or before the specified date. See the list of supported date and time formats

Users

Get an Owner

Returns details for an owner.

ConnectionEstablish a connection to your HubSpot CRM account. 
Owner ID
Enter the Owner ID whose details you want to retrieve.

List Owners

Returns all of the owners that exist inside of HubSpot.

ConnectionEstablish a connection to your HubSpot CRM account.

Tickets

Create a Ticket

Creates a ticket.

ConnectionEstablish a connection to your HubSpot CRM account.
Properties of ModeSelect the mode of the ticket you want to create.
PipelineEnter the Pipeline ID for the ticket is in.
StageEnter the Stage ID in the ticket's pipeline.
CategoryEnter the category for the ticket.
Close dateEnter the date when the ticket is to be closed. See the list of supported date and time formats
Create dateEnter the date when the ticket is created. See the list of supported date and time formats
File uploadEnter the data or map for uploading the file.
Priority

Select the priority of the ticket:

  • High
  • Low
  • Medium
ResolutionEnter the details of the ticket resolution.
SourceEnter the details of the source from where the ticket is received.
Ticket DescriptionEnter the details of the ticket.
Ticket NameEnter the name of the ticket.
Ticket OwnerEnter the user name to whom the ticket is assigned.

Update a Ticket

Updates an existing ticket by its ID.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Ticket ID you want to update.
CategoryEnter the category to which the ticket belongs to.
Close dateEnter the date when the ticket must be closed. See the list of supported date and time formats
Create dateEnter the date when the ticket is created. See the list of supported date and time formats
File uploadEnter the data or map for uploading the file.
PrioritySelect the priority of the ticket:
  • High
  • Low
  • Medium
ResolutionEnter the details of the ticket resolution.
SourceEnter the details of the source from where the ticket is received.
Ticket DescriptionEnter the details of the ticket.
Ticket NameEnter the name of the ticket.
Ticket OwnerEnter the user name to whom the ticket is assigned.

Delete a Ticket

Deletes an existing ticket by its ID.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Ticket ID you want to delete.

Get a Ticket

Gets a specific ticket by its ID.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Ticket ID whose details you want to retrieve.
Output PropertiesSelect the ticket properties whose details you want to retrieve.

List Tickets

Retrieves a list of tickets.

ConnectionEstablish a connection to your HubSpot CRM account. 
IDEnter the Ticket ID whose details you want to list.
Output PropertiesSelect the ticket properties whose details you want to list.

Watch Tickets

Triggers when a new ticket is created.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of tickets Integromat should return during one scenario execution cycle.
Output PropertiesSelect the ticket properties you want to watch.

Forms

Submit Data to a Form

Sends form submission data to HubSpot.

ConnectionEstablish a connection to your HubSpot CRM account. 
Form IDSelect the Form ID to which you want to submit the data.
Portal IDEnter the HubSpot Portal ID to which the data belongs.
EmailEnter the user email address who is submitting the form.
FirstnameEnter (map) the first name of the user who is submitting the form.
LastnameEnter (map) the last name of the user who is submitting the form.
Page NameEnter the name or title of the form page.
Page URLEnter the website URL of the form page.
HubSpot Tracking CookieEnter the tracking token value used for HubSpot lead activity.

Get a File Uploaded via Form

For a given file ID, returns the file associated with that ID.

ConnectionEstablish a connection to your HubSpot CRM account.
File URLEnter (map) the URL address of the file you want to upload to the form.

List Forms

Retrieves a list of forms for a given portal.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of forms Integromat should return during one scenario execution cycle.

Watch Submissions for a Form

Triggers when data is submitted from a given form.

ConnectionEstablish a connection to your HubSpot CRM account. 
LimitThe maximum number of form submissions Integromat should return during one scenario execution cycle.
Form IDSelect the Form ID whose submissions you want to watch.
Return Multiple Values Concated to TextWhen selected, returns multiple values contacted to selected text.
DelimiterEnter the values such as comma (,), semicolon (;), braces ({}) for which you want to watch the forms.

Social Media (Broadcast)

Create a Broadcast Message

Creates and immediately publishes a message on a specified social media channel.

ConnectionEstablish a connection to your HubSpot CRM app.
Channel IDSelect or map the Channel ID whose broadcast message you want to create.
TitleEnter (map) a name for the message.
BodyEnter (map) the text message for the message text.
Photo URLEnter (map) the image URL address that you want to add to the message.
Thumbnail URLEnter (map) the 
Triggers atEnter (map) the time at which you want to publish the message. See the list of supported date and time formats


Cancel a Broadcast Message

Cancels a scheduled broadcast (e.g. tweet or Facebook post).

ConnectionEstablish a connection to your HubSpot CRM app.
Broadcast IDSelect or map the Broadcast ID you want to cancel.

Watch Broadcast Messages

Triggers when a message is posted from HubSpot to the specified social media channel.

ConnectionEstablish a connection to your HubSpot CRM app.
LimitSet the maximum number of broadcast messages Integromat should return during one execution cycle.
Filter by StatusSelect or map the option to filter the messages that match the specified filter. For example, success, and waiting.
Filter by ChannelSelect or map the channel to filter the messages that match the 
Filter by Trigger Timestamp ValueEnter (map) the time to receive the triggers about the message that were created or published at the specified time. See the list of supported date and time formats

Blog Posts

Create a Blog Post

Creates a new blog post.

ConnectionEstablish a connection to your HubSpot CRM account.
NameEnter the name of the post title.
Post BodyEnter the HTML content of the main post body.
Post SummaryEnter the summary of the blog post that appears on the main listing page.
Blog Author IDSelect the ID of the blog author.
Content Group IDSelect the Content Group ID of the blog that this post belongs to.
Footer HTMLEnter custom HTML for embed codes, javascript that should be placed before the </body> tag of the page.
Head HTMLEnter custom HTML for embed codes, javascript, etc. that go in the <head> tag of the page.

Publish/unpublish a Blog Post

Either schedules or cancels publishing based on the posted JSON.

ConnectionEstablish a connection to your HubSpot CRM account.
IDEnter the Blog Post ID which you want to publish or unpublish.
ActionSelect the action you want to perform:
  • Set Up the Content for Publishing
  • Cancel a Previously Scheduled Blog Post

Delete a Blog Post

Deletes a blog post.

ConnectionEstablish a connection to your HubSpot CRM account.
IDEnter (map) the Blog Post ID you want to delete.

List Blog Posts

Retrieves a list of blog posts.

ConnectionEstablish a connection to your HubSpot CRM account.
LimitThe maximum number of blog posts Integromat should return during one scenario execution cycle.
ArchivedSelect Yes if want to list all the posts that are currently (NOT) archived:
  • Yes
  • No
Blog Author IDSelect the Blog Author ID whose posts you want to list.
Campaign IDSelect the Campaign ID whose posts you want to list.
NameEnter the name of the blog post you want to list.
Filter by CreatedSelect the filter to list the posts by created time.
CreatedEnter the date for which you want to list the posts.
Lookup (Created)Select the option to list the posts by their created time:
  • Range
  • Later Than
  • Later Than or Equal
  • Earlier Than
  • Earlier Than or Equal
Filter by UpdatedEnter the filter to list the posts by their updated time.
UpdatedEnter the date for which you want to list the updated posts.
Lookup (Updated)Select the option to list the posts by their updated time:
  • Range
  • Later Than
  • Later Than or Equal
  • Earlier Than
  • Earlier Than or Equal
Filter by DeletedEnter the filter to list the posts by their deleted time.
DeletedEnter the date to list the posts.
Lookup (Deleted)Select the option to list the posts by their deleted time:
  • Range
  • Later Than
  • Later Than or Equal
  • Earlier Than
  • Earlier Than or Equal
SlugEnter a name to return the posts that match the slug value.
StateSelect a state to return the posts that match the state value:
  • Draft
  • Published
  • Scheduled
Order by Publish DateSelect the order to list the result by publishing date:
  • Ascending Order
  • Descending Order

Watch Blog Posts

Triggers when a new article is added to your COS blog.

ConnectionEstablish a connection to your HubSpot CRM account.
LimitThe maximum number of blog posts Integromat should return during one scenario execution cycle.
ArchivedSelect Yes if want to watch the archived posts:
  • Yes
  • No
Blog Author IDSelect the Blog Author ID whose posts you want to watch.
Campaign IDSelect the Campaign ID whose posts you want to watch.
Content Group IDSelect the Content Group ID whose posts you want to watch.
NameEnter the name of the blog post you want to watch.
Filter by CreatedSelect the filter to watch the posts by their created time.
CreatedEnter the date for which you want to watch the posts.
Lookup (Created)Select the option to list the posts by created time:
  • Range
  • Later Than
  • Later Than or Equal
  • Earlier Than
  • Earlier Than or Equal
Filter by UpdatedSelect the filter to watch posts by their updated time.
UpdatedEnter the date to watch the updated posts.
Lookup (Updated)Select the option to watch the posts by their updated time:
  • Range
  • Later Than
  • Later Than or Equal
  • Earlier Than
  • Earlier Than or Equal
Filter by DeletedSelect the filter to watch the posts by their deleted time.
DeletedEnter the date to watch the posts by their deleted time.
Lookup (Deleted)Select the option to watch the posts by their deleted time:
  • Range
  • Later Than
  • Later Than or Equal
  • Earlier Than
  • Earlier Than or Equal
SlugEnter a name to watch the posts that match the slug value.
State

Select a state to watch the posts that match the state value:

  • Draft
  • Published
  • Scheduled

Workflows

Add a contact to a Workflow

Adds a contact to a specific workflow.

ConnectionEstablish a connection to your HubSpot CRM account.
EmailEnter the email address of the contact you want to add to the workflow.
WorkflowSelect the Workflow ID to which you want to add the contact.

Remove a Contact from a Workflow

Removes a contact from a workflow.

ConnectionEstablish a connection to your HubSpot CRM account.
EmailEnter the email address of the contact you want to remove from the workflow.
WorkflowSelect the Workflow ID from which you want to delete the selected contact.

Subscriptions

Watch Subscriptions Timeline for a Portal

Triggers when a new email timeline subscription is added for a portal.

ConnectionEstablish a connection to your HubSpot CRM account.
LimitThe maximum number of subscriptions Integromat should return during one scenario execution cycle.
Start TimestampEnter the timestamp to watch the subscriptions that occurred on or after the given timestamp.
End TimestampEnter the timestamp to watch the subscriptions that occurred on or before the given timestamp.

Update Email Subscription

Updates email subscription.

ConnectionEstablish a connection to your HubSpot CRM account.
EmailsEnter the email address whose subscription you want to update.
StatusesAdd the statuses for subscription:
ID
Enter the subscription ID.

Subscribed

Select if the email address is subscribed.

Opted IN/OUT

Select whether the subscription is opted in:
  • OPT IN
  • OPT OUT
  • Not Opted

Legal Basis

Select the legal basis option for the subscription.

Legal Basis Explanation

Enter the details of the legal basis.
Portal Subscription Legal BasisSelect the legal basis option for the subscription.
Portal Subscription Legal Basis ExplanationEnter the details of the legal basis.

Associations

Delete an Association

Deletes an association between two CRM objects.

ConnectionEstablish a connection to your Hubspot CRM account.
From Object IDSelect or map the Object ID whose association you want to delete with another object.
To Object IDSelect or map the Object ID with which you want to delete the association for the above-selected object.
Definition IDSelect or map the association between two objects.

Associate CRM Objects

Associate two CRM objects.

ConnectionEstablish a connection to your Hubspot CRM account.
From Object IDSelect or map the Object ID which you want to associate with another object.
To Object IDSelect or map the Object ID with which you want to associate the above-selected object.
Definition IDSelect or map the association between two objects.

List Associations for a CRM Object

Return the IDs of CRM objects associated with a given object, based on the specified association type.

ConnectionEstablish a connection to your Hubspot CRM account.
LimitSet the maximum number of associations Integromat should return during one execution cycle.
Object IDSelect or map the Object ID whose associations you want to list.
Definition IDSelect or map the association between two objects.

Associate Multiple CRM Objects

Creates multiple associations between CRM objects.

ConnectionEstablish a connection to your Hubspot CRM account.
AssociationsAdd the objects for the association:
From Object ID
Select or map the Object ID which you want to associate with another object.
To Object ID

Select or map the Object ID with which you want to associate the above-selected object.
Definition ID

Select or map the association between two objects.

Delete Multiple Associations between CRM Object

Deletes multiple associations between CRM objects.

ConnectionEstablish a connection to your Hubspot CRM account.
AssociationsAdd the objects for the association:
From Object ID
Select or map the Object ID whose association you want to delete.
To Object ID

Select or map the Object ID with which you want to delete the association.
Definition ID

Select or map the association between two objects.

Other

Make an API Call

Allows you to perform a custom API call.

ConnectionEstablish a connection to your HubSpot CRM account.
URL

Enter a path relative to https://api.hubapi.com/. E.g. /contacts/v1/lists/all/contacts/all

For the list of available endpoints, refer to the HubSpot API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List All Contacts

The following API call returns all contacts in your HubSpot account:

URL:
/contacts/v1/lists/all/contacts/all

Method:
GET

2020-02-07_10_43_08-Window.png

Matches of the search can be found in the module's Output under Bundle > Body > contacts
In our example, 3 contacts were returned:

2020-02-07_10_41_14-Window.png


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