HubSpot actions let an agent work with CRM records directly in a flow. An agent can create and read companies, search and upsert contacts, and create and list deals, then pass the results to later steps.Documentation Index
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Supported actions
| Group | Actions |
|---|---|
| Companies | Create, Get, Get All |
| Contacts | Get, Get All, Search, Upsert, Delete |
| Deals | Create, Get, Get All |
Prerequisites
Create a HubSpot credential
Create a HubSpot credential
Generate a private app access token in HubSpot, then store it as a HubSpot credential in Credential Management. Select that credential on every HubSpot action.
How to use these actions
- Map text inputs from earlier steps. Text inputs accept a value mapped from a previous step. The Limit and Amount inputs take fixed values.
- Choose which properties to return. The Properties input is a comma separated list of properties. Leave it empty to return the default set.
- Page through results with the cursor. The Get All and Search actions return an After cursor. Pass that cursor into After on the next call to fetch the following page.
- Upsert matches contacts by email. Contact Upsert creates a contact when no match exists and updates the existing contact when the email is already in HubSpot.
Actions
Companies
HubSpot Company Create
Creates a new company.| Input | Required | Description |
|---|---|---|
| Name | Yes | The company name. |
| Domain | No | The company domain, for example example.com. |
| Industry | No | The company’s industry. |
| Phone | No | The company’s phone number. |
| City | No | The company’s city. |
| State | No | The company’s state or region. |
| Country | No | The company’s country. |
| Description | No | A description of the company. |
HubSpot Company Get
Retrieves a company by ID.| Input | Required | Description |
|---|---|---|
| Company ID | Yes | The unique identifier of the company to retrieve. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
HubSpot Company Get All
Lists companies.| Input | Required | Description |
|---|---|---|
| Limit | No | Maximum number of companies to return, from 1 to 100. Defaults to 100. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
| After | No | Pagination cursor returned by the previous request. |
Contacts
HubSpot Contact Get
Retrieves a contact by ID.| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to retrieve. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
HubSpot Contact Get All
Lists contacts.| Input | Required | Description |
|---|---|---|
| Limit | No | Maximum number of contacts to return, from 1 to 100. Defaults to 100. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
| After | No | Pagination cursor returned by the previous request. |
HubSpot Contact Search
Searches for contacts.| Input | Required | Description |
|---|---|---|
| Query | Yes | The search query to match contacts against. |
| Limit | No | Maximum number of results to return, from 1 to 100. Defaults to 10. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
| After | No | Pagination cursor returned by the previous request. |
HubSpot Contact Upsert
Creates a contact, or updates the existing contact matched by email.| Input | Required | Description |
|---|---|---|
| Yes | The contact’s email address. Used to match an existing contact for the upsert. | |
| First Name | No | The contact’s first name. |
| Last Name | No | The contact’s last name. |
| Phone | No | The contact’s phone number. |
| Company | No | The contact’s company. |
| Website | No | The contact’s website. |
| Job Title | No | The contact’s job title. |
| Lifecycle Stage | No | One of subscriber, lead, marketingqualifiedlead, salesqualifiedlead, opportunity, customer, evangelist, or other. |
HubSpot Contact Delete
Deletes a contact.| Input | Required | Description |
|---|---|---|
| Contact ID | Yes | The unique identifier of the contact to delete. |
Deals
HubSpot Deal Create
Creates a new deal.| Input | Required | Description |
|---|---|---|
| Deal Name | Yes | The deal name. |
| Deal Stage | No | The deal stage, for example appointmentscheduled, qualifiedtobuy, closedwon, or closedlost. |
| Pipeline | No | The pipeline ID the deal belongs to. |
| Amount | No | The monetary amount, entered as a fixed number. |
| Close Date | No | The close date in ISO 8601 format. |
| Deal Type | No | The deal type, for example newbusiness or existingbusiness. |
| Description | No | A description of the deal. |
HubSpot Deal Get
Retrieves a deal by ID.| Input | Required | Description |
|---|---|---|
| Deal ID | Yes | The unique identifier of the deal to retrieve. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
HubSpot Deal Get All
Lists deals.| Input | Required | Description |
|---|---|---|
| Limit | No | Maximum number of deals to return, from 1 to 100. Defaults to 100. |
| Properties | No | A comma separated list of properties to return. Leave empty for the default set. |
| After | No | Pagination cursor returned by the previous request. |
Example
An agent that turns an inbound inquiry into a tracked deal:Find or create the contact
A HubSpot Contact Upsert action maps Email from the inquiry and sets First Name, Last Name, and Company, creating the contact if it does not already exist.
Find the company
A HubSpot Contact Search action runs a Query for the company domain so a model step can confirm related records.
Create the deal
A HubSpot Deal Create action sets Deal Name, Deal Stage to
appointmentscheduled, and Amount from the inquiry value.Troubleshooting
Authentication failed
Authentication failed
Confirm the stored token is a valid private app access token and has not been rotated. Regenerate it in HubSpot and update the credential if needed.
Missing scopes for this object
Missing scopes for this object
The private app must grant the CRM scopes for the object you are calling, such as read and write access to companies, contacts, or deals. Update the app’s scopes in HubSpot.
Upsert created a duplicate
Upsert created a duplicate
Contact Upsert matches on Email. A different or misspelled email creates a new contact instead of updating the intended one. Confirm the email matches the existing record exactly.
Pagination returns the same page
Pagination returns the same page
Pass the After cursor from the previous response into the next call. Reusing an empty or stale cursor returns the first page again.