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HubSpot CRM
Look up the HubSpot CRM connector: its actions and events in alphabetical order, and the sign-in methods of a HubSpot CRM connection.
The HubSpot CRM connector lets a workflow manage contacts, companies, deals, and products in HubSpot. In the Add node panel, it's in the Connector category, under HubSpot CRM. How connector nodes work describes how a connector node is set up.
Actions
Each action is a node that does one thing in HubSpot CRM.
| Action | What it does |
|---|---|
| Create Association | Create an association between two objects in HubSpot CRM. |
| Create Company | Create a new company record in HubSpot CRM. |
| Create Contact | Create a new contact in HubSpot CRM. |
| Create Product | Create a new product in HubSpot CRM. |
| Delete Record | Delete a record in HubSpot CRM. |
| Get Company | Retrieve company information from HubSpot CRM. |
| Get Contact | Retrieve contact information from HubSpot CRM. |
| Get Deal | Retrieve a deal from HubSpot CRM. |
| Get Product | Retrieve a product from HubSpot CRM. |
| Get Record | Retrieve a record in HubSpot CRM. |
| Insert Record | Insert a new record in HubSpot CRM. |
| List All Records | List all records in HubSpot CRM. |
| Replace Record | Replace a record in HubSpot CRM. |
| Update Company | Update company information in HubSpot CRM. |
| Update Contact | Update contact information in HubSpot CRM. |
| Update File | Update an existing file in HubSpot CRM. |
| Update Product | Update product details in HubSpot CRM. |
| Update Record | Update a record in HubSpot CRM. |
| Upload File | Upload files to HubSpot CRM. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Company Created | Triggers when a new company is created in HubSpot CRM. |
| Company Created or Updated | Triggers actions when a company is created or updated in HubSpot CRM. |
| Contact Created | Triggers when a new contact is created in HubSpot CRM. |
| Contact Created or Updated | Triggers actions when a contact is created or updated in HubSpot CRM. |
| Deal Created | Triggers actions when a new deal is created in HubSpot CRM. |
| Deal Created or Updated | Triggers actions when a deal is created or updated in HubSpot CRM. |
| Record Created | Triggers when you add a new record. |
| Record Created or Updated | Triggers automation when a record is created or updated in HubSpot CRM. |
Connection
A HubSpot CRM node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 Authorization code | The email address and password of your HubSpot account. |
| Bring your own OAuth 2.0 app | The client ID and client secret of an app that you create in HubSpot. |
| Private app access token | The access token of a HubSpot private app. |
You need a HubSpot developer account.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.