Integrations / CRM
HubSpot
Look up and search contacts, companies, deals and tickets, create and update CRM records, and list owners and pipelines.
Tools
hubspot.search_objects
Search CRM records of one object type by a text match, property filters, or both, optionally sorted by one property. Filters within a group must all match; a record matches if any group does.
hubspot.get_object
Get one CRM record by its numeric record ID, e.g. 65059681027, with chosen properties and associated record IDs.
hubspot.get_contact_by_email
Get a contact by email address.
hubspot.create_object writes
Create a CRM record of one object type from property values.
hubspot.update_object writes
Update property values on a CRM record, e.g. move a deal's dealstage or set hubspot_owner_id.
hubspot.list_owners
List the account's owners (users records can be assigned to), optionally filtered by email; owner IDs look like 6166860.
hubspot.list_pipelines
List the pipelines and their stages for deals or tickets, to find pipeline and stage IDs such as 812723471.
hubspot.api_get
Send a GET request to any HubSpot API path under https://api.hubapi.com and return the response. For endpoints the named tools don't cover.
hubspot.api_request writes
Send a POST, PUT, PATCH or DELETE request to any HubSpot API path under https://api.hubapi.com.
Tick Allow raw writes on the connection to add api_request, which can send POST, PUT, PATCH and DELETE requests to any HubSpot API path.
Connect
- In HubSpot, go to Development → Legacy apps, click Create legacy app and choose Private.
- On the Scopes tab, add read scopes for the objects your workflows use (e.g. crm.objects.contacts.read, crm.objects.companies.read, crm.objects.deals.read, tickets, crm.objects.owners.read), plus the matching write scopes if they create or update records, then click Create app.
- On the app's Auth tab, click Show token, copy the access token and paste it on the connection.
Credentials
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