HubSpot

HubSpot Integration

Manage contacts, deals, tickets, and engagements

CRM 28 actions OAuth 2.0 (sign in to authorise)

Start automating HubSpot

What you can automate with HubSpot

Drag any of these 28 actions into a process — no code, no API wrangling.

Create association

Associate two CRM records in HubSpot (e.g. contact to company).

Create company

Create a new company in HubSpot.

Create contact

Create a new contact in HubSpot.

Create deal

Create a new deal in HubSpot.

Create note

Create a note/engagement on a HubSpot record.

Create ticket

Create a new ticket in HubSpot.

Delete contact

Archive a HubSpot contact.

Get company

Get a HubSpot company by ID.

Get contact

Get a HubSpot contact by ID.

Get deal

Get a HubSpot deal by ID.

Get ticket

Get a HubSpot ticket by ID.

List associations

List associations for a HubSpot record.

List companies

List CRM companies in HubSpot.

List contacts

List CRM contacts in HubSpot.

List Custom Object Schemas

List custom object schemas

List deals

List CRM deals in HubSpot.

List owners

List CRM owners/users in HubSpot.

List pipelines

List deal or ticket pipelines in HubSpot.

List Properties

List all properties for an object type (contacts, companies, deals, tickets)

List tickets

List support tickets in HubSpot.

Log call

Log a call engagement in HubSpot.

Log email

Log an email engagement in HubSpot.

Search companies

Search HubSpot companies by filters.

Search contacts

Search HubSpot contacts by filters.

Search deals

Search HubSpot deals by filters.

Update company

Update a HubSpot company.

Update contact

Update a HubSpot contact.

Update deal

Update a HubSpot deal.

How the HubSpot connection works

1. Authenticate

HubSpot uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop HubSpot steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because HubSpot has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other CRM connectors

Automate HubSpot in 7 days

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