HubSpot · Create, update or find a record — Contacts, companies, deals and tickets, with the fields from your HubSpot account — adds or changes a record, or finds records, using the fields your account has, custom ones included.

Who can do this

Workspace Admins and Editors. HubSpot is a paid-plan service: HubSpot is on paid plans. You can build and test it now; publishing asks for a paid plan.

Before you start

A HubSpot connection in this workspace.

Steps

  1. Select +, then in Apps select HubSpot, or search HubSpot.
  2. Choose the Connection. The fields load from your account — Loading the fields from HubSpot…
  3. In Object, choose Contact, Company, Deal or Ticket.
  4. In Action, choose:
    • Create or update — Finds one by the field marked Match. Updates it if it is there; creates it if not. The default.
    • Create — Always adds a new one.
    • Update — Finds one by the field marked Match and changes it. Fails if there is none.
    • Find — Returns the records that match, 10 at most.
  5. For Create or update, Create and Update, under Fields:
    • Each row is a HubSpot field and its value. A contact starts with Email, a company with Company domain name.
    • Select + Add field to add another. Custom fields are marked custom.
    • For a field with set options, choose one — or A value from an earlier step… to type {{ }}.
    • Select Match on the field the record is found by. It shows Match highlighted.
  6. For Find, under Find where, choose the field to find by (Find by…) and its value; under Fields to return, add the fields each record should come back with.
  7. Select Run this step to try it against your account.

Refresh fields reloads the list after you add a field in HubSpot.

Output

Create or update, Create, Update: the record — id, outcome (created or updated), each of its properties by HubSpot's name, and url, the record in HubSpot.

Find: count, records (each record), and first.

The card reads HubSpot · Contact · Create or update.

Good to know

  • Only fields HubSpot lets a step write are listed to set. With Update, a read-only field such as Record ID can be used to find by.
  • Update never changes the Match field — it only finds by it.
  • Changing the object starts the fields again.
  • Find with no fields chosen returns HubSpot's usual fields.
  • Paid: a live run on a plan without paid services is skipped; tests work on any plan.

If something goes wrong

What you see Why What to do
Mark one field as Match — Create or update finds the contact by it. No field is marked Match. Select Match on a field.
Give Email, the Match field, a value. The Match field is empty. Fill it in.
Choose the field for each row, or remove the empty one. / Email is there twice. Keep one. A row has no field, or one is repeated. Fix the rows.
Add a field to set on the new contact. / Add a field to change on the contact. Nothing to write. Add a field.
A run fails: More than one contact has Email “rohan@consulace.com”. Create or update needs one — mark as Match a field no two contacts share. The Match value is not unique. Match on a field that is unique.
No contact has Email “…”, so there was nothing to update. Use Create or update to add it when it is not there. Update found nothing. Use Create or update.
Email, the Match field, was empty when the step ran — … The value came out empty. Check the earlier step.
Could not load the fields HubSpot did not give the fields. The fields you mapped are kept; reconnect to see and change them. Reconnect, or Try again.
HubSpot refused the connection: … Reconnect it, or replace the token. / HubSpot refused: … The token or sign-in lacks a scope this needs. HubSpot turned the connection away. Reconnect, or give the token the scope.
… is not in the HubSpot account now. Remove it, or add it back in HubSpot and refresh. A mapped field was deleted in HubSpot. Remove the row.