Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Tools

Create Association

Create an association (relationship) between two CRM objects in HubSpot. Common associations include contact-to-company, deal-to-contact, and ticket-to-company.

Create Company

Create a new company in HubSpot CRM. Provide company properties such as name, domain, industry, and any custom properties.

Create Contact

Create a new contact in HubSpot CRM. Provide contact properties such as email, firstname, lastname, phone, company, and any custom properties defined in your HubSpot account.

Create Deal

Create a new deal in HubSpot CRM. Provide deal properties such as dealname, amount, dealstage, pipeline, and closedate.

Create Engagement

Create a new engagement (note, email, call, meeting, or task) in HubSpot and optionally associate it with CRM records. Use notes for internal comments, emails for email tracking, calls for call logs, meetings for meeting records, and tasks for action items.

Create List

Create a new contact list in HubSpot. Lists can be STATIC (manually managed membership) or DYNAMIC (membership based on filter criteria).

List Owners

List CRM owners (users who can be assigned to records) in HubSpot. Useful for finding owner IDs to assign to contacts, companies, deals, or tickets.

List Pipelines

List all pipelines for a given object type in HubSpot. Pipelines define the lifecycle stages for deals, tickets, or orders.

List Properties

List all properties defined for a CRM object type in HubSpot. Returns both default and custom properties with their configurations.

Create Ticket

Create a new support ticket in HubSpot. Provide ticket properties such as subject, content, pipeline stage, and priority.

Search CRM

Search for CRM objects in HubSpot using filters, query text, and sorting. Supports searching contacts, companies, deals, tickets, and any other object type. Filter groups use OR logic between groups and AND logic within each group.

License

This integration is licensed under the FSL-1.1.