HubSpot
Comprehensive guide to using the HubSpot node in StackAI workflows, including key actions, input requirements, configurations, and output examples.
What is HubSpot?
The HubSpot node in StackAI enables seamless integration with HubSpot CRM, allowing you to automate, query, and manage your sales, marketing, and customer data directly within your workflow. This node connects to HubSpot’s powerful CRM features, making it easy to retrieve, create, or update contacts, deals, pipelines, and more.
How to use it?
To use the HubSpot node, add it to your StackAI workflow and select the desired action. Each action corresponds to a specific HubSpot operation, such as searching for deals, retrieving contact information, or creating new records. Configure the required inputs and connection settings, then connect the node to other workflow components to automate your business processes.
Example of Usage
Suppose you want to search for deals in your HubSpot CRM based on specific criteria. You would select the "Search Deals" action, provide the necessary search parameters, and connect the output to a reporting or notification node.
Most Commonly Used Actions in HubSpot
Below are the most frequently used actions available in the HubSpot node, along with their input, configuration, and output details:
1. Search Deals
Description: Retrieve a list of deals from HubSpot CRM based on search criteria.
Inputs:
filters
(Required): Array of filter objects specifying search conditions (e.g., propertyName, operator, value).sorts
(Optional): Array of property names to sort results.limit
(Optional): Maximum number of results to return.after
(Optional): Pagination cursor for additional results.
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
results
: Array of deal objects matching the search criteria.total
: Total number of deals found.
Example:
{
"filters": [
{ "propertyName": "dealstage", "operator": "EQ", "value": "appointmentscheduled" }
],
"limit": 5
}
2. Get Full Deal Data
Description: Retrieve detailed information for a specific deal.
Inputs:
deal_id
(Required): The unique ID of the deal.
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
deal
: Full deal object with all properties.
Example:
{
"deal_id": "123456789"
}
3. Get Contact with History
Description: Retrieve a contact’s details along with their historical changes.
Inputs:
contact_id
(Required): The unique ID of the contact.
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
contact
: Contact object with history.
Example:
{
"contact_id": "987654321"
}
4. Create Deal
Description: Create a new deal in HubSpot CRM.
Inputs:
properties
(Required): Object containing deal properties (e.g., dealname, amount, pipeline, dealstage).
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
deal
: The newly created deal object.
Example:
{
"properties": {
"dealname": "New Enterprise Deal",
"amount": "50000",
"pipeline": "default",
"dealstage": "appointmentscheduled"
}
}
5. Create Contact
Description: Add a new contact to HubSpot CRM.
Inputs:
properties
(Required): Object containing contact properties (e.g., email, firstname, lastname).
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
contact
: The newly created contact object.
Example:
{
"properties": {
"email": "[email protected]",
"firstname": "Jane",
"lastname": "Doe"
}
}
6. Get Pipeline
Description: Retrieve information about a specific pipeline.
Inputs:
pipeline_id
(Required): The unique ID of the pipeline.
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
pipeline
: Pipeline object with details.
Example:
{
"pipeline_id": "default"
}
7. List Pipelines
Description: List all pipelines in your HubSpot account.
Inputs: None.
Configurations:
connection_id
(Required): Your HubSpot connection ID.
Outputs:
pipelines
: Array of pipeline objects.
Summary Table
Search Deals
filters
connection_id
results, total
Get Full Deal Data
deal_id
connection_id
deal
Get Contact w/History
contact_id
connection_id
contact
Create Deal
properties
connection_id
deal
Create Contact
properties
connection_id
contact
Get Pipeline
pipeline_id
connection_id
pipeline
List Pipelines
None
connection_id
pipelines
Showing 1-7 of 7 items
Best Practices
Always provide the required
connection_id
to authenticate with your HubSpot account.Ensure all required input fields are filled to avoid errors.
Use the outputs to connect to downstream nodes for further automation, such as notifications, reporting, or data enrichment.
Example of Usage
To automatically add a new contact when a user submits a form, use the "Create Contact" action, map the form fields to the required properties, and connect the output to a notification or CRM update node.
This guide helps you leverage the HubSpot node in StackAI to automate and streamline your CRM workflows efficiently.
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