Connecting HubSpot
Open the integrations page
In Wave Runner, click Settings in the navbar, then select the Integrations tab.
Click Connect on the HubSpot card
Find the HubSpot card in the CRM section and click Connect. Wave Runner redirects you to HubSpot’s OAuth authorization screen.
Authorize Wave Runner in HubSpot
Log in to your HubSpot account if prompted, review the requested permissions, and click Grant access. Wave Runner requests read and write access to contacts, companies, deals, leads, line items, products, appointments, lists, tickets, conversations, and OAuth.
You must have Super Admin or CRM Admin permissions in HubSpot to authorize an OAuth app for your portal.
Trigger events
After connecting, select HubSpot as the trigger in any Wave Runner workflow. When a matching event fires in HubSpot, Wave Runner executes the workflow.| Category | Trigger |
|---|---|
| Contacts | New Contact |
| Contacts | Contact Recently Created or Updated |
| Contacts | New Contact in List |
| Contacts | New Contact Property Change |
| Companies | New Company |
| Companies | Company Recently Created or Updated |
| Companies | New Company Property Change |
| Deals | New Deal |
| Deals | Updated Deal Stage |
| Deals | New Deal Property Change |
| Line items | New Line Item |
| Line items | Line Item Recently Created or Updated |
| Products | New Product |
| Products | Product Recently Created or Updated |
| Tickets | New Ticket |
| Tickets | New Ticket Property Change |
| Tasks | New Task |
| Engagements | New Engagement |
| New Email Event | |
| New Email Subscriptions Timeline | |
| Forms | New Form Submission |
| Blog | New COS Blog Article |
| Custom objects | New Custom Object |
| Custom objects | New Custom Object Property Change |
CRM action nodes
Add a HubSpot action node inside any workflow to write data back to your CRM:- Create Contact — creates a new contact with data from the workflow context
- Update Contact — updates properties on an existing contact record
- Create Company — creates a company in HubSpot
- Create Deal — opens a new deal and sets the initial stage
- Create Associations — links two HubSpot objects (for example, a contact to a deal)
Call outcome sync
When a workflow starts from an End of Call trigger, the following call data is available to pass to HubSpot action nodes:- Summary — AI-generated call summary
- Transcript — full call transcript
- Outcome — call result (e.g. booked, not interested, callback requested)
- Sentiment — detected caller sentiment
- Duration — call length in seconds
Contact variables
When a workflow starts from a HubSpot contact event, Wave Runner makes the contact’s properties available as variables in any text field. Click + Insert Variable inside any node’s text field and select from the HubSpot Contact category.| Variable | Description |
|---|---|
{firstname} | Contact’s first name |
{lastname} | Contact’s last name |
{email} | Contact’s email address |
{phone} | Contact’s phone number |
{company} | Associated company name |
{lifecyclestage} | HubSpot lifecycle stage |
{jobtitle} | Job title |
{city} | City |
{state} | State or region |
{zip} | Postal code |
{country} | Country |