Documentation Index
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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": "john.doe@example.com",
"properties": {
"firstname": "John",
"lastname": "Doe",
"phone": "+1-555-123-4567",
"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