HubSpot

HubSpot icon

HubSpot is an automation platform for marketing, sales, customer service, and CRM.

Actions

Action

Configuration fields

Data type

Required?

Create contact - Creates a contact in HubSpot

City - Enter the contact's city

Example: Anytown

String

 

Email - Enter the contact's email address

Example: hubspot@example.com

Email

Checkmark icon, required field

First name - Enter the contact's first name

Example: Jane

String

 

Last name - Enter the contact's last name

Example: Doe

String

 

Phone - Enter the contact's phone number

Example: 123-456-7890

String

 

Postal code - Enter the contact's postal code

Example: 12345

String

 

State - Enter the contact's state

Example: CA

String

 

Address - Enter the contact's street address

Example: 1234 Main Street

String

 

Website - Enter the contact's website, if available

Example: https://example.com

String

 

Company - Enter the name of the contact's company

Example: Apple Inc.

String

 

Update contact - Update a contact

Contact ID - Enter the ID of the contact to update

Choice

Checkmark icon, required field

City - Enter the contact's city

Example: Anytown

String

 

Email - Enter the contact's email address

Example: hubspot@example.com

Email

 

First name - Enter the contact's first name

Example: Jane

String

 

Last name - Enter the contact's last name

Example: Doe

String

 

Phone - Enter the contact's phone number

Example: 123-456-7890

String

 

Postal code - Enter the contact's postal code

Example: 12345

String

 

State - Enter the contact's state

Example: CA

String

 

Address - Enter the contact's street address

Example: 1234 Main Street

String

 

Website - Enter the contact's website, if available

Example: https://example.com

String

 

Company - Enter the name of the contact's company

Example: Apple Inc.

String

 

Add contacts to a list - Add one or more contacts to a contact list

Contact list - Select the list to add the contacts to

Choice

Checkmark icon, required field

Contact email addresses - Select one or more email addresses. Separate multiple addresses with commas.

Choice

Checkmark icon, required field

Enroll contact in workflow - Add a contact to an existing workflow

Contact email - Select the email address of the contact

Choice

Checkmark icon, required field

Workflow ID - Select the ID of the workflow to add the user to

Choice

Checkmark icon, required field

Search contact by email address - For a specific customer portal, return information about a contact using their email address

Email - Enter the email address of the contact to search for

Email

Checkmark icon, required field

Search for contacts - Search for one or more contacts using a query

Search query - Enter a search term. You can use all or part of a word. For example, if searching for contacts with "claris" in their email address, searching for "clar" also returns contacts with "claris" in their email address.

String

Checkmark icon, required field