Hubspot: Workflow Actions and Trigger

Overview

HubSpot is the CRM platform used by sales, marketing, and service teams to track contacts, companies, deals, and tickets. The HubSpot integration brings HubSpot directly into the Workflow Builder so customer-facing automations can react to new contacts and the other way around. One instant trigger and five actions cover the most common contact-centric operations: creating, finding, looking up by ID, searching by email, and associating contacts with companies or deals.

About the Integration

The integration ships with two halves:

  • Trigger (HubSpot → Workflows): One instant trigger - New Contact Created.
  • Actions (Workflows → HubSpot): Two actions - Create Contact and Find Contact

Trigger and actions are premium features

How to Set Up HubSpot

Before any HubSpot trigger or action can run, the integration has to be connected. The connection allows your workflows to securely read from and write to your HubSpot portal.

Connect via the Workflow Builder (recommended)

  • Open Automation → Workflows and pick (or create) a workflow.
  • Add a HubSpot trigger or action — search for HubSpot in the Apps tab.
  • Select any HubSpot trigger or action.
  • On the action card, click Connect Now.
  • Sign in to HubSpot via OAuth when prompted; authorize the portal and the scopes the integration requires (Contacts: read/write, Associations).
  • Click Save to complete.

Connect via Settings (alternative path)

  • Go to Settings → Integrations.
  • Locate HubSpot and click Connect.
  • Authenticate via OAuth and authorize the portal.

List of Triggers

This release ships with a single trigger. Additional triggers (deal stage, ticket events) are on the roadmap.

  • New Contact Created - Fires when a new contact is created in HubSpot. Returns the full contact payload standard and custom properties.

List of Actions

  • Create Contact - Creates a new contact in HubSpot. Standard fields: Email, First Name, Last Name, Phone. Custom properties supported.
  • Find Contact - Looks up a contact by Record ID, email, or filter. Returns matching contact(s) for downstream branching.