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.

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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.

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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.

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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:

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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
}

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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"
}

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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"
}

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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"
  }
}

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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"
  }
}

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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"
}

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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.

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Summary Table

Action	Required Inputs	Required Configurations	Outputs
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

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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.

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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.

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This guide helps you leverage the HubSpot node in StackAI to automate and streamline your CRM workflows efficiently.