HubSpot

AI-driven HubSpot contact syncing and personalized automation

Description

AI-driven HubSpot contact syncing and personalized automation. Use this integration to create/update contacts, create notes and deals, add contacts to lists, and manage associations.

Authentication

• OAuth 2.0 or HubSpot Private App Token (PAT).

Available Actions

• Create or update contacts
• Create notes on contacts
• Create deals with associations
• Add contacts to lists
• Associate contacts with companies
• Associate deals with contacts

Examples

Example 1: HubSpot - Create or Update Contact

Upsert a contact by email and set properties.

{
  "automationType": "hubspot",
  "nodeId": "hubspot-upsert-contact-001",
  "nodeParams": {
    "action": "create_or_update_contact",
    "params": {
      "apiKey": "hs_pat_xxx",
      "email": "[e-mail]",
      "properties": {
        "firstname": "John",
        "lastname": "Doe",
        "phone": "[phone]",
        "company": "Example Corp"
      }
    }
  }
}

Example 2: HubSpot - Create Note on Contact

Create a CRM note and associate to a contact by ID.

{
  "automationType": "hubspot",
  "nodeId": "hubspot-create-note-001",
  "nodeParams": {
    "action": "create_note",
    "params": {
      "apiKey": "hs_pat_xxx",
      "contactId": "201",
      "text": "Follow-up needed: {{transcript}}"
    }
  }
}

Example 3: HubSpot - Create Deal (with associations)

Create a deal and optionally associate contact/company.

{
  "automationType": "hubspot",
  "nodeId": "hubspot-create-deal-001",
  "nodeParams": {
    "action": "create_deal",
    "params": {
      "apiKey": "hs_pat_xxx",
      "properties": {
        "dealname": "API Demo Deal",
        "dealstage": "appointmentscheduled",
        "pipeline": "default",
        "amount": 1200
      },
      "associations": {
        "contactId": "201",
        "companyId": "301"
      }
    }
  }
}

Example 4: HubSpot - Add Contact to List

Add an existing contact to a static list by listId.

{
  "automationType": "hubspot",
  "nodeId": "hubspot-add-to-list-001",
  "nodeParams": {
    "action": "add_contact_to_list",
    "params": {
      "apiKey": "hs_pat_xxx",
      "listId": "12345",
      "contactId": "201"
    }
  }
}

Example 5: HubSpot - Associate Contact with Company

Associate existing contact and company records.

{
  "automationType": "hubspot",
  "nodeId": "hubspot-assoc-contact-company-001",
  "nodeParams": {
    "operation": "associate_contact_company",
    "params": {
      "apiKey": "hs_pat_xxx",
      "contactId": "201",
      "companyId": "301"
    }
  }
}

Example 6: HubSpot - Associate Deal with Contact

Associate an existing deal with a contact.

{
  "automationType": "hubspot",
  "nodeId": "hubspot-assoc-deal-contact-001",
  "nodeParams": {
    "operation": "associate_deal_contact",
    "params": {
      "apiKey": "hs_pat_xxx",
      "dealId": "401",
      "contactId": "201"
    }
  }
}

Third-Party Documentation

• https://developers.hubspot.com/docs/api/crm/contacts
• https://developers.hubspot.com/docs/api/crm/deals
• https://developers.hubspot.com/docs/api/crm/associations