Requirements
HubSpot must be connected under Settings → Integrations before this action is available.Available actions
| Action | Description |
|---|---|
| Create Contact | Creates a new HubSpot contact with fields mapped from variables |
| Update Contact | Updates an existing contact’s properties |
| Create Deal | Opens a new deal and associates it with a contact |
| Create Company | Creates a new company record |
| Create Associations | Links two HubSpot objects (e.g. a contact to a deal) |
Use case
An End of Call trigger fires with outcomeinterested. A HubSpot action creates a deal in the “New Lead” pipeline stage, maps {name} to the contact name and {summary} to the deal description. A second HubSpot action updates the contact’s last call date. The rep opens HubSpot and the record is already built.
Next steps
Variables
Map call and contact data to HubSpot fields using variables.