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Overview

Authorizing a HubspotCRM Account

The first time you use a HubspotCRM card in your FLO, you will need to authorize an account.

  1. Add an Account Nickname. This should be unique, so that in the case that your teammates authorize multiple accounts, you will be able to tell them apart.
  2. Click “Create” to launch a window where you will sign in to your account and the save this configuration.

    To get started working with the Hubspot CRM application, the first step is to integrate an existing Hubspot CRM account with the Designer. If you do not have an existing Hubspot CRM account and you wish to use Hubspot CRM with the Designer, sign up for Hubspot CRM first, and then return to the authorization process.

    1.  First, select a Card within the Hubspot CRM application you wish to use.
    2. After selecting a Card, you will be given the option to Add Account. Click Add Account.
    3. You will be prompted to give the account a nickname. This nickname is only used for display purposes within the Designer. It does not need to correspond to a username within Hubspot CRM.
    4. After choosing a nickname, click Next; you will be given a prompt to allow access to your Hubspot CRM account. Click Allow on the prompt that appears. This allows access Hubspot CRM on your behalf.
    5. Now, the account with the nickname you specified should appear on the Card you previously selected. Click this nickname to begin configuring the card.
    6. That’s it! You are now authorized with Hubspot CRM. The account you associated can now be used within any Hubspot CRM Card.

      Events

      • Company Field Updated

        This event monitor will trigger whenever a specified field on a company is updated within your HubSpot CRM instance. This monitor will only fire if the specified field is updated - will return selected properties of the updated company.

        Options

        • Field (dropdown): a dropdown list of all the fields on a company that you can choose from. This will specify the particular field that when changed will trigger the workflow.

        Output Fields

        Output fields for this Event include both HubSpot’s default company fields as well as any custom fields that are enabled on your Hubspot account. Company

        • Company ID (number): ID of the company
        • About Us (text): the company’s description of their company
        • Facebook Fans (number): the number of Facebook fans the company has on its company Facebook page
        • First Deal Created Date (text): the date on which the first deal associated with the company was created
        • Year founded (text): the year the company was founded
        • Time First Seen (text): The first activity of any contact associated with this company
        • Time of First Visit (text): The time of the first visit by a contact associated with this company
        • Time Last Seen (text):The most recent activity of any contact associated with this company
        • Time of Last Session (text): The time of the most recent session of a contact associated with this company
        • Number of Pageviews (number): The total number of pageviews for all contacts associated with this company
        • Number of Visits (number): The total number of visits for all contacts associated with this company
        • Original Source Type (text): The source (Organic Search, Paid Search, Email Marketing, Social Media, Referrals, Other Campaigns, Direct Traffic, or Offline Sources) for the contact with the earliest activity for this company
        • Original Source Data 1 (text): Information about the original source of the contact with the earliest activity for this company
        • Original Source Data 2 (text): Additional information about the original source of the contact with the earliest activity for this company
        • Last Modified Date (text): The last time any property was modified for this company
        • Owner Assigned Date (text): Timestamp for when a HubSpot Owner was assigned to the company
        • Is Public (boolean): indicates that the company is publicly traded
        • Associated Contacts (number): The number of contacts in your CRM associated with the company
        • Associated Deals (number): The number of deals in your CRM associated with the company
        • Recent Deal Amount (number): The value of the last deal closed with the company (automatically populates)
        • Recent Deal Close Date (text): The date of the last deal closed with the company
        • Time Zone (text): The time zone where the company or organization is located
        • Total Money Raised (text): The amount of money raised by the company
        • Total Revenue (number): The total value of deals closed with the company or organization
        • Name (text): The name of the company
        • Twitter Handle (text): The company’s Twitter handle
        • Phone Number (text): The company’s primary phone number
        • Twitter Bio (text):The company’s Twitter bio
        • Twitter Followers (number): The number of Twitter followers the company has
        • Street Address (text): The street address of the company
        • Street Address 2 _(text): A_dditional address information for the company
        • Dropdown Property (text):
        • Facebook Company Page (text): The URL of the company’s Facebook page
        • City (text): The city where the company is located
        • LinkedIn Company Page (text): The URL of the company’s LinkedIn page
        • LinkedIn Bio (text): The company’s LinkedIn bio
        • State/Region (text): The state or region where the company is located
        • Google Plus Page (text): The URL of the company’s Google Plus page
        • HubSpot Owner (text): The sales user that the company is assigned to
        • Last Contacted (text): The timestamp from the most recent call, email, or meeting logged for this company
        • Last Activity Date (text): The date of the last activity for this company
        • Next Activity Date (text): The date of the next upcoming activity for this company
        • Postal Code (text): Postal or Zip Code for the company
        • Country (text): The country where the company is located
        • Website URL (text): The company’s web address
        • Company Domain Name _(text): T_he company’s website domain. HubSpot Insights uses this domain to provide you with basic information about the company
        • Number of Employees (number): Total number of people who work for the company
        • Industry (text): The type of business the company performs
        • Annual Revenue (number): The actual or estimated annual revenue of the company
        • Lifecycle Stage (text): The most advanced lifecycle stage (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, or Other) of any contact associated with this company
        • Lead Status (text): The company’s sales, prospecting, or outreach status. By default, this property has 5 options (New, Open, In Progress, Open Deal, and Unqualified), but you can add, remove, or change these choices as needed.
        • Parent company (number): The parent company of this company
        • Type (text): The company’s relationship to you (Prospect, Partner, Reseller, Vendor, or Other)
        • Description (text): A short statement about the company’s mission and goals
        • Number of child companies (number): The number of child companies of this company
        • Create Date (text): The day the company was added to your CRM
        • Close Date (text): The day the company became your customer
        • First Contact Create Date _(text): T_he day the first contact for this company was created in your CRM
        • Days to Close (number): The number of days between the day the company was added to your CRM and the day they became a customer

        Field

        • New Value (text): the current value of the field that had been updated.
        • Old Value (text): The previous value of the field that was updated.

        Context

        • Execution ID (text): Unique ID for the chosen FLO execution.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Company Updated

        Monitors for updates to companies in HubSpot CRM.

        Output Fields

        The outputs for this Event are returned in the form of a List of objects. Company (list)A list of ‘Company’ objects

        • Company ID (number): ID of the company
        • About Us (text): the company’s description of their company
        • Facebook Fans (number): the number of Facebook fans the company has on its company Facebook page
        • First Deal Created Date (text): the date on which the first deal associated with the company was created
        • Year founded (text): the year the company was founded
        • Time First Seen (text): The first activity of any contact associated with this company
        • Time of First Visit (text): The time of the first visit by a contact associated with this company
        • Time Last Seen (text):The most recent activity of any contact associated with this company
        • Time of Last Session (text): The time of the most recent session of a contact associated with this company
        • Number of Pageviews (number): The total number of pageviews for all contacts associated with this company
        • Number of Visits (number): The total number of visits for all contacts associated with this company
        • Original Source Type (text): The source (Organic Search, Paid Search, Email Marketing, Social Media, Referrals, Other Campaigns, Direct Traffic, or Offline Sources) for the contact with the earliest activity for this company
        • Original Source Data 1 (text): Information about the original source of the contact with the earliest activity for this company
        • Original Source Data 2 (text): Additional information about the original source of the contact with the earliest activity for this company
        • Last Modified Date (text): The last time any property was modified for this company
        • Owner Assigned Date (text): Timestamp for when a HubSpot Owner was assigned to the company
        • Is Public (boolean): indicates that the company is publicly traded
        • Associated Contacts (number): The number of contacts in your CRM associated with the company
        • Associated Deals (number): The number of deals in your CRM associated with the company
        • Recent Deal Amount (number): The value of the last deal closed with the company (automatically populates)
        • Recent Deal Close Date (text): The date of the last deal closed with the company
        • Time Zone (text): The time zone where the company or organization is located
        • Total Money Raised (text): The amount of money raised by the company
        • Total Revenue (number): The total value of deals closed with the company or organization
        • Name (text): The name of the company
        • Twitter Handle (text): The company’s Twitter handle
        • Phone Number (text): The company’s primary phone number
        • Twitter Bio (text):The company’s Twitter bio
        • Twitter Followers (number): The number of Twitter followers the company has
        • Street Address (text): The street address of the company
        • Street Address 2 _(text): A_dditional address information for the company
        • Dropdown Property (text):
        • Facebook Company Page (text): The URL of the company’s Facebook page
        • City (text): The city where the company is located
        • LinkedIn Company Page (text): The URL of the company’s LinkedIn page
        • LinkedIn Bio (text): The company’s LinkedIn bio
        • State/Region (text): The state or region where the company is located
        • Google Plus Page (text): The URL of the company’s Google Plus page
        • HubSpot Owner (text): The sales user that the company is assigned to
        • Last Contacted (text): The timestamp from the most recent call, email, or meeting logged for this company
        • Last Activity Date (text): The date of the last activity for this company
        • Next Activity Date (text): The date of the next upcoming activity for this company
        • Postal Code (text): Postal or Zip Code for the company
        • Country (text): The country where the company is located
        • Website URL (text): The company’s web address
        • Company Domain Name _(text): T_he company’s website domain. HubSpot Insights uses this domain to provide you with basic information about the company
        • Number of Employees (number): Total number of people who work for the company
        • Industry (text): The type of business the company performs
        • Annual Revenue (number): The actual or estimated annual revenue of the company
        • Lifecycle Stage (text): The most advanced lifecycle stage (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, or Other) of any contact associated with this company
        • Lead Status (text): The company’s sales, prospecting, or outreach status. By default, this property has 5 options (New, Open, In Progress, Open Deal, and Unqualified), but you can add, remove, or change these choices as needed.
        • Parent Company (number): The parent company of this company
        • Type (text): The company’s relationship to you (Prospect, Partner, Reseller, Vendor, or Other)
        • Description (text): A short statement about the company’s mission and goals
        • Number of child companies (number): The number of child companies of this company
        • Create Date (text): The day the company was added to your CRM
        • Close Date (text): The day the company became your customer
        • First Contact Create Date _(text): T_he day the first contact for this company was created in your CRM
        • Days to Close (number): The number of days between the day the company was added to your CRM and the day they became a customer

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Contact Field Updated

        Start a FLO when a specified field for an existing contact is updated. This monitor will only fire if the specified field is updated - will return selected properties of the updated contact.

        Options

        • Field (dropdown): Choose the field that you would like to monitor for changes.

        Output Fields

        Output fields for this Action include both HubSpot’s default fields as well as any custom fields that are enabled on your Hubspot account.

        • Contact
          • Contact ID (number): The contact’s associated unique ID.
          • Profile URL (text): The URL to the contact’s profile.
          • First Name (text): The contact’s first name.
          • Last Name (text): The contact’s last name.
          • Salutation (text): The word or phrase serving as the introductory greeting in writing.
          • Email (text): The contact’s preferred email address.
          • Phone Number (text): The contact’s primary phone number.
          • Fax Number (text):The contact’s primary fax number.
          • Street Address (text): The contact’s primary street address for mailings.
          • HubSpot Owner (text): The ID of the HubSpot owner of the contact.
          • City (text): The city in which the contact’s primary street address is located.
          • State/Region (text): The state in which the contact’s primary street address is located.
          • Postal Code (text): The postal code used for mailings to the contact’s primary street address.
          • Country (text): The country in which the contact’s primary address is located.
          • Job Title (text): The name of the contact’s position at their place of employment.
          • Close Date (text): The date on which the contact became a customer of your business.
          • Lifecycle Stage (text): The current state of the sales cycle that the contact is in.
          • IP Address (text): The last known IP address of the person - don’t include
          • Create Date (text): The date the contact first entered your contacts database.
          • HubSpot Score (text): The current score of the contact based on your custom lead scoring criteria.
          • Last Modified Date (text): The date any contact property for the contact was last edited.
          • Dynamically Generated (text): The dynamically generated fields based on contact form properties. These are defined by the user(s) of the account.
        • Field
          • New Value (text): The monitored field’s new updated value.
          • Old Value (text): The monitored field’s previous value.
        • Context
          • Execution ID (text): Unique ID for the chosen FLO execution.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Contact Updated

        Start a FLO when an existing contact is updated. This monitor will return properties of the updated contact.

        Output Fields

        Output fields for this Action include both HubSpot’s mandatory fields as well as any custom fields that are enabled on your Hubspot account.

        • Contact
          • Contact ID (number): The contact’s associated unique ID.
          • Profile URL (text): The URL to the contact’s profile.
          • First Name (text): The contact’s first name.
          • Last Name (text): The contact’s last name.
          • Salutation (text): The word or phrase serving as the introductory greeting in writing.
          • Email (text): The contact’s preferred email address.
          • Phone Number (text): The contact’s primary phone number.
          • Fax Number (text):The contact’s primary fax number.
          • Street Address (text): The contact’s primary street address for mailings.
          • HubSpot Owner (text): The ID of the HubSpot owner of the contact.
          • City (text): The city in which the contact’s primary street address is located.
          • State/Region (text): The state in which the contact’s primary street address is located.
          • Postal Code (text): The postal code used for mailings to the contact’s primary street address.
          • Country (text): The country in which the contact’s primary address is located.
          • Job Title (text): The name of the contact’s position at their place of employment.
          • Close Date (text): The date on which the contact became a customer of your business.
          • Lifecycle Stage (text): The current state of the sales cycle that the contact is in.
          • IP Address (text): The last known IP address of the person - don’t include
          • Create Date (text): The date the contact first entered your contacts database.
          • HubSpot Score (text): The current score of the contact based on your custom lead scoring criteria.
          • Last Modified Date (text): The date any contact property for the contact was last edited.
          • Dynamically Generated (text): The dynamically generated fields based on contact form properties. These are defined by the user(s) of the account.
        • Context
          • Execution ID (text): Unique ID for the chosen FLO execution.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Deal Added to Pipeline

        This card monitors for a new deal added to the pipeline.

        Options

        • Pipeline (dropdown): A dynamically generated list of pipelines.

        Output Fields

        Output fields for this card are dynamically generated and include the standard Hubspot CRM fields as well as any custom fields in your instance.

        • Deal
          • Associated Contact IDs (List): IDs of contacts associated with a specific deal.
          • Associated Company IDs (List): IDs of companies associated with a specific deal.
          • Associated Deal IDs (List): IDs of deals associated with a specific deal.
          • Deal ID (text): ID associated with a specific deal.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Deal Field Updated

        This event monitor will trigger whenever a specified field on a deal is updated within your HubSpot CRM instance. Note: this will trigger regardless of the pipeline the deal is in.

        Options

        • Field (dropdown): a dropdown list of all the fields on a deal that you can choose from. This will specify the particular field that when changed will trigger the workflow.

        Output Fields

        Deal

        • Deal ID (text): Unique ID (system generated) for the new deal that was created and triggered the workflow.
        • Associated Contact IDs (List - Numbers): List of all the associated contact records to the deal. These contact records will be the unique IDs of each of those contacts.
        • Associated Company IDs (List - Numbers): List of all the associated company records to the deal. These company records will be the unique IDs of each of those companies.
        • Associated Deal IDs (List - Numbers): Deals cannot be associated with other deals. This will be an empty list.
        • Original Source Type (text): The original source type of the data. One of three options: Offline, Online, and Other
        • Original Source Data 1 (text): The source HubSpot product where the deal was originally created (e.g. SALES)
        • Original Source Data 2 (text): Which UI within HubSpot was the deal created in (e.g. CRM_UI)
        • Last Modified Date (Date): UNIX formatted timestamp of when the deal was last modified. (For more about time vales check out this link)
        • Owner Assigned Date (Date): UNIX formatted timestamp of when the deal was assigned to the deal owner.
        • Deal Name (text): Name of the deal.
        • Amount (Number): Dollar amount of the deal.
        • Deal Stage (text): Current stage of the pipeline that the deal is in.
        • Pipeline (text): Unique identifier for a particular Deal Pipeline in HubSpot CRM.
        • Close Date (Date): Date of the current expected close date of the deal (UNIX format type).
        • Create Date (Date): Date the deal was created (UNIX format type).
        • Last Meeting Booked (Date): Date the last meeting activity was scheduled on the deal (UNIX time format).
        • HubSpot Owner (text): Unique ID of the deal owner. This ID will be the deal owners system user ID that can be used to look up more information.
        • Last Activity Date (Date): The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record. (UNIX time format).
        • Next Activity Date (Date): The next scheduled date of an activity on the deal (UNIX time format).
        • Number of times contact (Number): number of times the deal has been contacted.
        • Number of Sales Activities (Number): number of activities completed on the deal.
        • Deal Type (text): Whether the deal is new or existing business.
        • Deal Description (text): Description of the deal.
        • Number of Contacts (Number): number customer contacts associated with the deal.
        • Closed Lost Reason (text): description of why the deal was lost.
        • Closed Won Reason (text): description of why the deal was won.

        Field

        • New Value (text): the current value of the field that had been updated.
        • Old Value (text): The previous value of the field that was updated.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Deal Updated

        Updated Deal

        This event monitor will trigger whenever an update is made to a deal within your HubSpot CRM instance.

        • Important note: this will trigger regardless of the pipeline where the deal exists, but some of the output data below will provide you information about the pipeline where the deal is located.

        Output Fields

        • Deal

          • Deal ID (text): Unique ID (system generated) for the new deal that was created and triggered the workflow.
          • Associated Contact IDs (List - Numbers): List of all the associated contact records to the deal. These contact records will be the unique IDs of each of those contacts.

          • Associated Company IDs (List - Numbers): List of all the associated company records to the deal. These company records will be the unique IDs of each of those companies.

          • Associated Deal IDs (List - Numbers): Deals cannot be associated with other deals. This will be an empty list.

          • Original Source Type (text): The original source type of the data. One of three options: Offline, Online, and Other

          • Original Source Data 1 (text): The source HubSpot product where the deal was originally created (e.g. SALES)

          • Original Source Data 2 (text): Which UI within HubSpot was the deal created in (e.g. CRM_UI)

          • Last Modified Date (Date): UNIX formatted timestamp of when the deal was last modified. (For more about time vales check out this link)

          • Owner Assigned Date (Date): UNIX formatted timestamp of when the deal was assigned to the deal owner.

          • Deal Name (text): Name of the deal.

          • Amount (Number): Dollar amount of the deal.

          • Deal Stage (text): Current stage of the pipeline that the deal is in.

          • Pipeline (text): Unique identifier for a particular Deal Pipeline in HubSpot CRM.

          • Close Date (Date): Date of the current expected close date of the deal (UNIX format type).

          • Create Date (Date): Date the deal was created (UNIX format type).

          • Last Meeting Booked (Date): Date the last meeting activity was scheduled on the deal (UNIX time format).

          • HubSpot Owner (text): Unique ID of the deal owner. This ID will be the deal owners system user ID that can be used to look up more information.

          • Last Activity Date (Date): The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record. (UNIX time format).

          • Next Activity Date (Date): The next scheduled date of an activity on the deal (UNIX time format).

          • Number of times contact (Number): number of times the deal has been contacted.

          • Number of Sales Activities (Number): number of activities completed on the deal.

          • Deal Type (text): Whether the deal is new or existing business.

          • Deal Description (text): Description of the deal.

          • Number of Contacts (Number): number customer contacts associated with the deal.

          • Closed Lost Reason (text): description of why the deal was lost.

          • Closed Won Reason (text): description of why the deal was won.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • New Company

        Start FLO when a new company is created in HubSpot CRM.

        Output Fields

        Start a FLO when a new company is created in HubSpot CRM.

        • Company

          • Contact ID (number): The ID for the contact within Hubspot.

          • Profile URL (text): URL to view the contact record.

          • Days to Close (number): The number of days that passed between this contact being created and when this contact was registered as a customer.

          • First Conversion Date (text): The date that this submitted their first form.

          • First Conversion (text): The form that this contact first submitted.

          • First Deal Created Date (text): Date of the first deal created for this contact.

          • Avatar FileManager key (text):

          • Sends Since Last Engagement (number): The number of emails that have been sent to a contact since their last interaction with an email.

          • Email Confirmation Status (text): The status associated with a contact’s ability to receive emails.

          • Facebook ID(text): The Facebook ID for this contact.

          • googleplus ID (text): The googleplus ID for this contact.

          • IP Timezone (text): The timezone associated with the contact’s IP address.

          • Lead Status (text): Indicates where a contact or company is within the buying cycle. Default possible values include new, open, in progress, open deal, unqualified

          • Linkedin ID (text): The ID associated with this contact’s LinkedIn account.

          • Recent Sales Email Clicked Date (text): The most recent time this contact clicked a sales email.

          • Recent Sales Email Opened Date (text): The most recent time this contact opened a sales email.

          • Recent Sales Email Replied Date (text): The most recent time this contact replied to a sales email.

          • Currently in Sequence (boolean): A true or false indication of this contact’s participation in a sequence.

          • Twitter ID (text): The ID for this contact’s Twitter account.

          • Owner Assigned Date (text): The date that the most recent HubSpot owner was assigned to this contact.

          • IP City (text): The city that a contact’s IP address reports from.

          • IP Country (text): The country that the contact’s IP reports.

          • IP Country Code(text): The country code that the contact’s IP address reports from.

          • IP Latitude & Longitude (text): The latitude and longitude reported by this contact’s IP address.

          • IP State/Region (text): The state and region reported by this contact’s IP address.

          • IP State Code/Region Code (text): The state code and region code reported by this contact’s IP address.

          • IP Zipcode (text): The zipcode reported by this contact’s IP address.

          • Last Modified Date (text): The date that any property associated with this contact was changed.

          • Associated Deals (number): The deals associated with this contact.

          • Number of Form Submissions (number): The number of forms that this contact has submitted.

          • Number of Unique Forms Submitted (number): The number of unique forms this contact has submitted.

          • Recent Conversion Date (text): The date that this contact submitted its most recent form.

          • Recent Conversion(text): The last form that this contact submitted.

          • Recent Deal Amount (number): The amount of the last closed deal associated with this contact.

          • Recent Deal Close Date (text): The date of the most recent closed deal associated with this contact.

          • Total Revenue (text): The total amount from all closed deal revenue associated with this contact.

          • First Name (text): The first name associated with this contact.

          • First Page Seen (text): The first page that a contact viewed on your website.

          • Emails Delivered (number): The total number of emails that this contact has received.

          • Twitter Username (text): The username of this contact’s Twitter account.

          • Follower Count (number): The follower count of this contact’s Twitter account.

          • Last Page Seen (text): The last page that a contact viewed on your website.

          • Emails Opened (number): The total number of Marketing emails a contact has opened.

          • Last Name (text): The last name associated with this contact.

          • Number of Pageviews (number): The total number of pages a contact has viewed on your website.

          • Emails Clicked (number): The number of Marketing emails that a contact has clicked on.

          • Salutation (text): The title used to address the contact.

          • Twitter Profile Photo (text): The profile picture associated with this contact’s twitter account.

          • Email (text): The email address associated with this contact.

          • Number of Visits (number): The total number of visits this contact has made to your website.

          • Emails Bounced (number): The number of emails that have bounced from this contact.

          • Persona (text): The persona associated with this contact.

          • Most Recent Social Click (text): The most recent click that this contact made on a published social message.

          • Number of event completions (number): The sum of all events that this contact is associated with.

          • Opted out of all email(boolean): Whether this contact has opted out of all emails from a portal.

          • Twitter Clicks (number): The number of times this contact clicked on links that you have shared on Twitter through hubspot.

          • Mobile Phone Number (text): The mobile phone number associated with this contact.

          • Phone Number (text): The primary phone number associated with this contact.

          • Fax Number (text): The fax number that is associated with this contact.

          • Time First Seen (text): The first time this contact was seen.

          • Last email name (text): The name of the last marketing email that this contact receieved.

          • Last email send date(text): The date that the last email was sent to this contact.

          • Facebook Clicks (number): The number of clicks this contact has made on your shared media on Facebook.

          • Street Address (text): The street address associated with this contact.

          • Last Meeting Booked (text): The date of the last time a meeting was booked with the contact using the Meetings tool.

          • Last Meeting Booked Campaign (text): The campaign of the most recent meeting that was booked through the Meetings App. This field may contain specifically the exact email that was sent.

          • Last Meeting Booked Medium (text): The Medium of the last meeting booked through the Meetings tool (e.g. email, website).

          • Last Meeting Booked Source (text): The source of the last meeting booked through the Meetings tools (e.g. pql-email, landing-page).

          • Time of First Visit (text): The time a contact first visited your website.

          • Last email open date (text): The date of the most recently opened Marketing email from this contact.

          • LinkedIn Clicks (number): The number of clicks shared on LinkedIn associated with this contact.

          • HubSpot Owner (text): The owner of this contact within HubSpot.

          • Last Contacted (text): The last time of any contact with this contact.

          • Last Activity Date (text): The last time a call, note, email, meeting, or task was logged for this contact.

          • Next Activity Date (text): The date of the next scheduled activity for this contact.

          • Number of times contacted (number): The number of times that this contact has been contacted by call, email, or meeting.

          • Number of Sales Activities (number): The sales activities associated with this contact.

          • SurveyMonkey Event Last Updated (number): one sentence description of field

          • Webinar Event Last Updated (number):

          • City(text): The city for this contact.

          • Time Last Seen (text): The most recent time and date that this contact has viewed a page on your website.

          • Last email click date (text): The date of the most recent click from this contact on any Marketing email sent in the CRM.

          • Google plus Clicks (number): The number of clicks associated with this contact shared on Google Plus.

          • HubSpot Team (text): The hubspot team associated with this contact.

          • LinkedIn Bio (text): The linkedIn bio associated with this contact.

          • Twitter Bio (text): The Twitter bio assoicated with this contact.

          • Time of Last Visit (text): The last time this contact visited your website.

          • First email send date (text): The date that the first email was sent to this contact.

          • Broadcast Clicks (number): The number of clisk associated with this contact on published social messages.

          • State/Region (text): The state that this contact lives in.

          • Original Source (text): The first known source that this contact found your website.

          • First email open date (text): The date that this contact first opened any Marketing email.

          • Postal Code(text): The zip code associated with this contact.

          • Country (text): The country that this contact is associated with.

          • Original Source Drill-Down 1(text): Additional information about how this contact first found your website.

          • First email click date (text): The date that this contactfirst clicked any Marketing email associated with this contact.

          • LinkedIn Connections (number): The number of LinkedIn connections this contact has.

          • Original Source Drill-Down 2 (text): Additional information about how this contact first found your website.

          • Is globally ineligible (boolean):

          • Job Title(text): The job title associated with this contact.

          • Klout Score (number): The Klout score associated with this contact.

          • First Referring Site (text): The website that referred this contact to your website.

          • Last update of an email event (text):

          • Message (text): Any messages or comments that this contact may leave on a form.

          • Photo(text): The contact’s photo

          • Close Date (text): The date that this contact first became a customer.

          • Last Referring Site (text): The last website that referred this contact to your site.

          • Average Pageviews(text): The average number of pages that this contact sees.

          • Lifecycle Stage (text): the compatability of this contact to sales initiatives.

          • Event Revenue (number): This field can be modified through HubSpot’s enterprise Events

          • Became a Lead Date (text): The date that this contact’s lifecycle was changed to Lead.

          • Became a Marketing Qualified Lead Date (text): The date that this contact’s lifecycle stage was changed to MQL.

          • Became an Opportunity Date (text): The date when this cotnact’s lifecycle stage was changed to Opportunity.

          • IP Address (text): The IP address associated with this contact.

          • Create Date (text): The date that this contact was entered into your system.

          • Became a Sales Qualified Lead Date (text): The date this contact’s lifecycle stage was changed to SQL.

          • Became an Evangelist Date (text): The date when this contact’s lifecycle stage was changed to Evangelist.

          • HubSpot Score (text): The Hubspot score for this contact.

          • Company Name (text): The name of the company that this contact is associated with.

          • Became a Customer Date (text): The date that this contact’s lifecycle stage was changed to Customer.

          • Became a Subscriber Date (text): The date that this contact’s lifecycle stage was changed to Subscriber

          • Website URL (text): The company website associated with this contact.

          • Became an Other Lifecycle Date (text): The date when this contact’s lifecycle stage was changed to Other.

          • Number of Employees (text): The number of company employees associated with this contact.

          • Annual Revenue (number): The annual company revenue.

          • Industry (text): The company industry.

          • Associated Company ID(number): The ID of companies associated with this contact.

          • Associated Company Last Updated (text): The most recent time this contact’s associated companies was updated.

        Context

        • Execution ID (text): The execution ID for the contact creation within Hubspot.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • New Contact

        Start a FLO when a new contact is created.

        Output Fields

        Output fields for this Action include both HubSpot’s mandatory fields as well as any custom fields that are enabled on your Hubspot accont.

        • Contact
          • Contact ID (number): The ID for the contact within Hubspot.
          • Profile URL (text): URL to view the contact record.
          • Days to Close (number): The number of days that passed between this contact being created and when this contact was registered as a customer.
          • First Conversion Date (text): The date that this submitted their first form.
          • First Conversion (text): The form that this contact first submitted.
          • First Deal Created Date (text): Date of the first deal created for this contact.
          • Avatar FileManager key (text):
          • Sends Since Last Engagement (number): The number of emails that have been sent to a contact since their last interaction with an email.
          • Email Confirmation Status (text): The status associated with a contact’s ability to receive emails.
          • Facebook ID(text): The Facebook ID for this contact.
          • googleplus ID (text): The googleplus ID for this contact.
          • IP Timezone (text): The timezone associated with the contact’s IP address.
          • Lead Status (text): Indicates where a contact or company is within the buying cycle. Default possible values include new, open, in progress, open deal, unqualified
          • Linkedin ID (text): The ID associated with this contact’s LinkedIn account.
          • Recent Sales Email Clicked Date (text): The most recent time this contact clicked a sales email.
          • Recent Sales Email Opened Date (text): The most recent time this contact opened a sales email.
          • Recent Sales Email Replied Date (text): The most recent time this contact replied to a sales email.
          • Currently in Sequence (boolean): A true or false indication of this contact’s participation in a sequence.
          • Twitter ID (text): The ID for this contact’s Twitter account.
          • Owner Assigned Date (text): The date that the most recent HubSpot owner was assigned to this contact.
          • IP City (text): The city that a contact’s IP address reports from.
          • IP Country (text): The country that the contact’s IP reports.
          • IP Country Code(text): The country code that the contact’s IP address reports from.
          • IP Latitude & Longitude (text): The latitude and longitude reported by this contact’s IP address.
          • IP State/Region (text): The state and region reported by this contact’s IP address.
          • IP State Code/Region Code (text): The state code and region code reported by this contact’s IP address.
          • IP Zipcode (text): The zipcode reported by this contact’s IP address.
          • Last Modified Date (text): The date that any property associated with this contact was changed.
          • Associated Deals (number): The deals associated with this contact.
          • Number of Form Submissions (number): The number of forms that this contact has submitted.
          • Number of Unique Forms Submitted (number): The number of unique forms this contact has submitted.
          • Recent Conversion Date (text): The date that this contact submitted its most recent form.
          • Recent Conversion(text): The last form that this contact submitted.
          • Recent Deal Amount (number): The amount of the last closed deal associated with this contact.
          • Recent Deal Close Date (text): The date of the most recent closed deal associated with this contact.
          • Total Revenue (text): The total amount from all closed deal revenue associated with this contact.
          • First Name (text): The first name associated with this contact.
          • First Page Seen (text): The first page that a contact viewed on your website.
          • Emails Delivered (number): The total number of emails that this contact has received.
          • Twitter Username (text): The username of this contact’s Twitter account.
          • Follower Count (number): The follower count of this contact’s Twitter account.
          • Last Page Seen (text): The last page that a contact viewed on your website.
          • Emails Opened (number): The total number of Marketing emails a contact has opened.
          • Last Name (text): The last name associated with this contact.
          • Number of Pageviews (number): The total number of pages a contact has viewed on your website.
          • Emails Clicked (number): The number of Marketing emails that a contact has clicked on.
          • Salutation (text): The title used to address the contact.
          • Twitter Profile Photo (text): The profile picture associated with this contact’s twitter account.
          • Email (text): The email address associated with this contact.
          • Number of Visits (number): The total number of visits this contact has made to your website.
          • Emails Bounced (number): The number of emails that have bounced from this contact.
          • Persona (text): The persona associated with this contact.
          • Most Recent Social Click (text): The most recent click that this contact made on a published social message.
          • Number of event completions (number): The sum of all events that this contact is associated with.
          • Opted out of all email(boolean): Whether this contact has opted out of all emails from a portal.
          • Twitter Clicks (number): The number of times this contact clicked on links that you have shared on Twitter through hubspot.
          • Mobile Phone Number (text): The mobile phone number associated with this contact.
          • Phone Number (text): The primary phone number associated with this contact.
          • Fax Number (text): The fax number that is associated with this contact.
          • Time First Seen (text): The first time this contact was seen.
          • Last email name (text): The name of the last marketing email that this contact receieved.
          • Last email send date(text): The date that the last email was sent to this contact.
          • Facebook Clicks (number): The number of clicks this contact has made on your shared media on Facebook.
          • Street Address (text): The street address associated with this contact.
          • Last Meeting Booked (text): The date of the last time a meeting was booked with the contact using the Meetings tool.
          • Last Meeting Booked Campaign (text): The campaign of the most recent meeting that was booked through the Meetings App. This field may contain specifically the exact email that was sent.
          • Last Meeting Booked Medium (text): The Medium of the last meeting booked through the Meetings tool (e.g. email, website).
          • Last Meeting Booked Source (text): The source of the last meeting booked through the Meetings tools (e.g. pql-email, landing-page).
          • Time of First Visit (text): The time a contact first visited your website.
          • Last email open date (text): The date of the most recently opened Marketing email from this contact.
          • LinkedIn Clicks (number): The number of clicks shared on LinkedIn associated with this contact.
          • HubSpot Owner (text): The owner of this contact within HubSpot.
          • Last Contacted (text): The last time of any contact with this contact.
          • Last Activity Date (text): The last time a call, note, email, meeting, or task was logged for this contact.
          • Next Activity Date (text): The date of the next scheduled activity for this contact.
          • Number of times contacted (number): The number of times that this contact has been contacted by call, email, or meeting.
          • Number of Sales Activities (number): The sales activities associated with this contact.
          • SurveyMonkey Event Last Updated (number): one sentence description of field
          • Webinar Event Last Updated (number):
          • City(text): The city for this contact.
          • Time Last Seen (text): The most recent time and date that this contact has viewed a page on your website.
          • Last email click date (text): The date of the most recent click from this contact on any Marketing email sent in the CRM.
          • Google plus Clicks (number): The number of clicks associated with this contact shared on Google Plus.
          • HubSpot Team (text): The hubspot team associated with this contact.
          • LinkedIn Bio (text): The linkedIn bio associated with this contact.
          • Twitter Bio (text): The Twitter bio assoicated with this contact.
          • Time of Last Visit (text): The last time this contact visited your website.
          • First email send date (text): The date that the first email was sent to this contact.
          • Broadcast Clicks (number): The number of clisk associated with this contact on published social messages.
          • State/Region (text): The state that this contact lives in.
          • Original Source (text): The first known source that this contact found your website.
          • First email open date (text): The date that this contact first opened any Marketing email.
          • Postal Code(text): The zip code associated with this contact.
          • Country (text): The country that this contact is associated with.
          • Original Source Drill-Down 1(text): Additional information about how this contact first found your website.
          • First email click date (text): The date that this contactfirst clicked any Marketing email associated with this contact.
          • LinkedIn Connections (number): The number of LinkedIn connections this contact has.
          • Original Source Drill-Down 2 (text): Additional information about how this contact first found your website.
          • Is globally ineligible (boolean):
          • Job Title(text): The job title associated with this contact.
          • Klout Score (number): The Klout score associated with this contact.
          • First Referring Site (text): The website that referred this contact to your website.
          • Last update of an email event (text):
          • Message (text): Any messages or comments that this contact may leave on a form.
          • Photo(text): The contact’s photo
          • Close Date (text): The date that this contact first became a customer.
          • Last Referring Site (text): The last website that referred this contact to your site.
          • Average Pageviews(text): The average number of pages that this contact sees.
          • Lifecycle Stage (text): the compatability of this contact to sales initiatives.
          • Event Revenue (number): This field can be modified through HubSpot’s enterprise Events
          • Became a Lead Date (text): The date that this contact’s lifecycle was changed to Lead.
          • Became a Marketing Qualified Lead Date (text): The date that this contact’s lifecycle stage was changed to MQL.
          • Became an Opportunity Date (text): The date when this cotnact’s lifecycle stage was changed to Opportunity.
          • IP Address (text): The IP address associated with this contact.
          • Create Date (text): The date that this contact was entered into your system.
          • Became a Sales Qualified Lead Date (text): The date this contact’s lifecycle stage was changed to SQL.
          • Became an Evangelist Date (text): The date when this contact’s lifecycle stage was changed to Evangelist.
          • HubSpot Score (text): The Hubspot score for this contact.
          • Company Name (text): The name of the company that this contact is associated with.
          • Became a Customer Date (text): The date that this contact’s lifecycle stage was changed to Customer.
          • Became a Subscriber Date (text): The date that this contact’s lifecycle stage was changed to Subscriber
          • Website URL (text): The company website associated with this contact.
          • Became an Other Lifecycle Date (text): The date when this contact’s lifecycle stage was changed to Other.
          • Number of Employees (text): The number of company employees associated with this contact.
          • Annual Revenue (number): The annual company revenue.
          • Industry (text): The company industry.
          • Associated Company ID(number): The ID of companies associated with this contact.
          • Associated Company Last Updated (text): The most recent time this contact’s associated companies was updated.
        • Context
          • Execution ID (text): The execution ID for the contact creation within Hubspot.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • New Deal

        This event monitor will trigger whenever a new deal is created within your HubSpot CRM instance.

        • Important note: this will trigger regardless of the pipeline where the deal is created in, but some of the output data below will provide you information about the pipeline where the deal was created.

        Output Fields

        • Deal

          • Deal ID (text): Unique ID (system generated) for the new deal that was created and triggered the workflow.
          • Associated Contact IDs (List - Numbers): List of all the associated contact records to the deal. These contact records will be the unique IDs of each of those contacts.

          • Associated Company IDs (List - Numbers): List of all the associated company records to the deal. These company records will be the unique IDs of each of those companies.

          • Associated Deal IDs (List - Numbers): Deals cannot be associated with other deals. This will be an empty list.

          • Original Source Type (text): The original source type of the data. One of three options: Offline, Online, and Other

          • Original Source Data 1 (text): The source HubSpot product where the deal was originally created (e.g. SALES)

          • Original Source Data 2 (text): Which UI within HubSpot was the deal created in (e.g. CRM_UI)

          • Last Modified Date (Date): UNIX formatted timestamp of when the deal was last modified. (For more about time vales check out this link)

          • Owner Assigned Date (Date): UNIX formatted timestamp of when the deal was assigned to the deal owner.

          • Deal Name (text): Name of the deal.

          • Amount (Number): Dollar amount of the deal.

          • Deal Stage (text): Current stage of the pipeline that the deal is in.

          • Pipeline (text): Unique identifier for a particular Deal Pipeline in HubSpot CRM.

          • Close Date (Date): Date of the current expected close date of the deal (UNIX format type).

          • Create Date (Date): Date the deal was created (UNIX format type).

          • Last Meeting Booked (Date): Date the last meeting activity was scheduled on the deal (UNIX time format).

          • HubSpot Owner (text): Unique ID of the deal owner. This ID will be the deal owners system user ID that can be used to look up more information.

          • Last Activity Date (Date): The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record. (UNIX time format).

          • Next Activity Date (Date): The next scheduled date of an activity on the deal (UNIX time format).

          • Number of times contact (Number): number of times the deal has been contacted.

          • Number of Sales Activities (Number): number of activities completed on the deal.

          • Deal Type (text): Whether the deal is new or existing business.

          • Deal Description (text): Description of the deal.

          • Number of Contacts (Number): number customer contacts associated with the deal.

          • Closed Lost Reason (text): description of why the deal was lost.

          • Closed Won Reason (text): description of why the deal was won.

      Actions

      • Add Contact to Company

        Add an existing contact to an existing company.

        Input Fields

        • Company
          • Company ID (text): The unique identifier of the company you’re adding the contact to. (this ID can be found by going to the company in HubSpot and looking for the numbers at the end of the URL. For example, …/company/459044660/)
        • Contact 
          • Contact ID (text): The unique identifier of the contact you’re adding to the company specified. (this ID can be found by going to the contact in HubSpot and looking for the numbers at the end of the URL. For example, …/contact/101/)
      • Add Contact to Deal

        Adds a contact to a deal based on Hubspot IDs.

        Input Fields

        • Deal
          • Deal ID (number): The ID for the deal within Hubspot.
        • Contact
          • Contact ID (number): The ID within Hubspot for the contact you wish to add.

        Finding Contact and Deal IDs

        In a FLO there are several events and actions you can use to get a contact or deal ID:

      • Associate Company to Deal

        Add a company to a deal.

        Input Fields

        • Deal
          • Deal ID (number): The deal you would like to add a contact to.
        • Company
          • Company ID (number): The company you would like to add to a deal.

        Output Fields

        No output fields exist.

      • Associate Contact to Deal

        Associate an existing contact with an existing deal in HubSpot CRM.

        Input Fields

        • Deal
          • Deal ID (text): The unique identifier of the deal you’re adding the contact to. (this ID can be found by going to the deal in HubSpot and looking for the numbers at the end of the URL. For example, …/deal/132852761/)
        • Contact 
          • Contact ID (text): The unique identifier of the contact you’re adding to the deal specified. (this ID can be found by going to the contact in HubSpot and looking for the numbers at the end of the URL. For example, …/contact/101/)

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Create Company

        Creates a new company.

        Input Fields

        • Company
          • All fields in this group are dynamically generated. This group contains a list of properties you may add to your company, including custom properties. Select any fields you would like to use to initialize your company object.

        Output Fields

        • Company
          • Company ID (number): The ID of your newly created company

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Create Contact

        Creates a new contact inside of Hubspot CRM.

        Input Fields

        The “Contact” group of fields is dynamically generated, based off of the properties you have defined for “Contacts” inside of Hubspot CRM. If you have custom properties for a “Contact”, they will also be available in this method. You may choose as many of these fields to declare when creating your contact as you would like. Anything not selected will not be added to your new contact.

        • Contact
          • Any fields selected here will be passed into your new contact.

        Output Fields

        • Contact
          • Contact ID (number): The contact ID of your new contact.
      • Create Deal

        Create a new deal inside of Hubspot CRM.

        Input Fields

        These fields are dynamically generated, and will include any custom properties you have created inside of Hubspot CRM for the “Deal” object, in addition to the base fields provided by Hubspot CRM.

        • Deal
          • These fields are dynamically generated, based on the properties you have defined for a “Deal” object inside of Hubspot CRM. Whichever fields you select will be used to create your new deal. Anything left out will not be set on your new deal inside of Hubspot CRM.

        Output Fields

        • Deal
          • Deal ID (number): The ID of your new deal.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Delete Contact

        Delete an existing contact using the contact ID.

        Input Fields

        • Contact 
          • Contact ID (text): The unique identifier of the contact you’re deleting. (this ID can be found by going to the contact in HubSpot and looking for the numbers at the end of the URL. For example, …/contact/101/)
      • Dissociate Company from Deal

        Use this action to dissociate a company from a deal.

        Input Fields

      • Dissociate Contact from Deal

        Dissociate Contact from Deal

        Dissociate an existing contact from an existing deal in HubSpot CRM.

        Input Fields

        • Deal
          • Deal ID (text): The unique identifier of the deal you’re removing the contact from. (this ID can be found by going to the deal in HubSpot and looking for the numbers at the end of the URL. For example, …/deal/132852761/)
        • Contact 
          • Contact ID (text): The unique identifier of the contact you’re removing from the deal specified. (this ID can be found by going to the contact in HubSpot and looking for the numbers at the end of the URL. For example, …/contact/101/)
      • Find Deal Owner

        Find a user or deal owner using a certain search field. If more than one user/deal owner is found matching the search term, then the first one will be returned.

        Options

        • Search Field (dropdown): the deal owner field to search by. Options: First Name, Last Name, Email, Updated At, Created At

        Input Fields

        • Field
          • Value (text): the value you would like to search for. This will be checked agains the “Search Field” chosen in the options step, e.g. if you selected “Email” as the Search Field, entering an email into “Value” will return the deal owner with that email.

        Output Fields

        • Owner
          • Owner ID (number): The unique ID of this user/deal owner. Can be used in the Create Deal and Update Deal actions to assign the deal to this user, or can be used with the Read Deal Owner card to read additional details about this user
      • HTTP Request

        Make an authenticated HTTP request to the Hubspot API

      • Read All Companies

        Reads all of the companies in a portal.

        Output Fields

        The outputs for this Action are returned in the form of a List of objects.

        • Company (list)A list of ‘Company’ objects
          • About Us (text): the company’s description of their company
          • Facebook Fans (number): the number of Facebook fans the company has on its company Facebook page
          • First Deal Created Date (text): the date on which the first deal associated with the company was created
          • Year founded (text): the year the company was founded
          • Time First Seen (text): The first activity of any contact associated with this company
          • Time of First Visit (text): The time of the first visit by a contact associated with this company
          • Time Last Seen (text):The most recent activity of any contact associated with this company
          • Time of Last Session (text): The time of the most recent session of a contact associated with this company
          • Number of Pageviews (number): The total number of pageviews for all contacts associated with this company
          • Number of Visits (number): The total number of visits for all contacts associated with this company
          • Original Source Type (text): The source (Organic Search, Paid Search, Email Marketing, Social Media, Referrals, Other Campaigns, Direct Traffic, or Offline Sources) for the contact with the earliest activity for this company
          • Original Source Data 1 (text): Information about the original source of the contact with the earliest activity for this company
          • Original Source Data 2 (text): Additional information about the original source of the contact with the earliest activity for this company
          • Last Modified Date (text): The last time any property was modified for this company
          • Owner Assigned Date (text): Timestamp for when a HubSpot Owner was assigned to the company
          • Is Public (boolean): indicates that the company is publicly traded
          • Associated Contacts (number): The number of contacts in your CRM associated with the company
          • Associated Deals (number): The number of deals in your CRM associated with the company
          • Recent Deal Amount (number): The value of the last deal closed with the company (automatically populates)
          • Recent Deal Close Date (text): The date of the last deal closed with the company
          • Time Zone (text): The time zone where the company or organization is located
          • Total Money Raised (text): The amount of money raised by the company
          • Total Revenue (number): The total value of deals closed with the company or organization
          • Name (text): The name of the company
          • Twitter Handle (text): The company’s Twitter handle
          • Phone Number (text): The company’s primary phone number
          • Twitter Bio (text):The company’s Twitter bio
          • Twitter Followers (number): The number of Twitter followers the company has
          • Street Address (text): The street address of the company
          • Street Address 2 _(text): A_dditional address information for the company
          • Dropdown Property (text):
          • Facebook Company Page (text): The URL of the company’s Facebook page
          • City (text): The city where the company is located
          • LinkedIn Company Page (text): The URL of the company’s LinkedIn page
          • LinkedIn Bio (text): The company’s LinkedIn bio
          • State/Region (text): The state or region where the company is located
          • Google Plus Page (text): The URL of the company’s Google Plus page
          • HubSpot Owner (text): The sales user that the company is assigned to
          • Last Contacted (text): The timestamp from the most recent call, email, or meeting logged for this company
          • Last Activity Date (text): The date of the last activity for this company
          • Next Activity Date (text): The date of the next upcoming activity for this company
          • Postal Code (text): Postal or Zip Code for the company
          • Country (text): The country where the company is located
          • Website URL (text): The company’s web address
          • Company Domain Name _(text): T_he company’s website domain. HubSpot Insights uses this domain to provide you with basic information about the company
          • Number of Employees (number): Total number of people who work for the company
          • Industry (text): The type of business the company performs
          • Annual Revenue (number): The actual or estimated annual revenue of the company
          • Lifecycle Stage (text): The most advanced lifecycle stage (Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, or Other) of any contact associated with this company
          • Lead Status (text): The company’s sales, prospecting, or outreach status. By default, this property has 5 options (New, Open, In Progress, Open Deal, and Unqualified), but you can add, remove, or change these choices as needed.
          • Parent company (number): The parent company of this company
          • Type (text): The company’s relationship to you (Prospect, Partner, Reseller, Vendor, or Other)
          • Description (text): A short statement about the company’s mission and goals
          • Number of child companies (number): The number of child companies of this company
          • Create Date (text): The day the company was added to your CRM
          • Close Date (text): The day the company became your customer
          • First Contact Create Date _(text): T_he day the first contact for this company was created in your CRM
          • Days to Close (number): The number of days between the day the company was added to your CRM and the day they became a customer
          • Company ID (number): ID of the company

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Read Associated Deals

        Read Associate Deals

        Read information about existing deals associated to a given contact or company, by using the contact or company ID.

        Options

        • Associated to (dropdown option): Select the entity that this deal is associated to. If you’d like to get a list of deals associated with a contact, select “Contact”. If you’d like to get a list of deals associated to a company, select “Company”.

        Input Fields

        The input fields for this card depend on whether or not you’d like to read deals associated to a company or for a contact instead. If you selected “Contact” as your option, you’ll need to input your Contact ID, and vice versa.

        • Contact/Company
          • Contact/Company ID (number): the ID of the company or contact you’d like to read associated deals from.

        Output Fields

        This card outputs a list of deals. The actual properties inside of each field are dynamic, meaning that if you have custom properties created inside of Hubspot CRM, they will show up for each deal found in this list. The below list of fields only includes the default properties.

        • Deals (list)
          • Deal (object):
            • Amount - Total value of the deal
            • Close Date - The day the deal is expected to close
            • Closed Lost Reason - Reason why the deal was lost
            • Closed Won Reason - Reason why the deal was won
            • Create Date - Day the deal was created in the CRM
            • Deal Description - Brief description of the deal
            • Deal Name - The name you have given this deal
            • Deal Stage - The stage this deal is currently in.
            • HubSpot Owner - The sales user that the deal is assigned to.
            • Last Modified Date - The most recent date that any property on this deal was updated.
            • Last Activity Date - The last time a note, call, email, meeting, or task was logged for a deal.
            • Number of Contacts - Number of contacts associated with this deal.
            • Pipeline - The pipeline the deal is in, which determines that stages that are available for the deal.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Read Company

        Read information about a company using the company’s ID.

        Input Fields

        • Read By
          • Company ID (number): The ID of the company you would like to gather information from.

        Output Fields

        The output of this method is the information about the company you searched for by ID. The properties are representative of the properties you have defined for “Company” objects inside of Hubspot CRM, including your own custom properties. The properties listed below are just the Hubspot CRM default properties for “Companies”.

        • Company
          • * Company Name (text) : The name of the company
            • About Us (text) : A brief description of the company
            • Website URL (text) : The URL of the company’s website
            • Number of Employees (number) : The number of employees employed at this company
            • Annual Revenue (number) : The amount of revenue this company receives every year
            • Industry (text) : The primary industry in which this company operates under
            • First Deal Created (text) : The first deal associated to this company

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Read Contact

        Reads a Contact by ID, returning properties of that contact in Hubspot CRM.

        Input Fields

        • Read By
          • Contact ID (number): The contact’s associated unique ID.

        Output Fields

        The “Contact” group of fields is dynamically generated, based off of the properties you have defined for “Contacts” inside of Hubspot CRM. If you have custom properties for a “Contact”, they will also be available in this method. You may choose as many of these fields to declare when creating your contact as you would like. Anything not selected will not be added to your new contact.

        • Contact
          • First Name (text): The contact’s first name.
          • Last Name (text): The contact’s last name.
          • Salutation (text): The word or phrase serving as the introductory greeting in writing.
          • Email (text): The contact’s preferred email address.
          • Phone Number (text): The contact’s primary phone number.
          • Fax Number (text):The contact’s primary fax number.
          • Street Address (text): The contact’s primary street address for mailings.
          • HubSpot Owner Email (text): The email of the HubSpot owner of the contact.
          • HubSpot Owner Name (text): The name of the HubSpot owner of the contact.
          • City (text): The city in which the contact’s primary street address is located.
          • State (text): The state in which the contact’s primary street address is located.
          • Postal Code (text): The postal code used for mailings to the contact’s primary street address.
          • Country (text): The country in which the contact’s primary address is located.
          • Job Title (text): The name of the contact’s position at their place of employment.
          • Notes (text): A property that can be used by the contact to leave you comments or user input.
          • Close Date (text): The date on which the contact became a customer of your business.
          • Lifecycle Stage (text): The current state of the sales cycle that the contact is in.
          • IP Address (text): The last known IP address of the person - don’t include
          • Create Date (text): The date the contact first entered your contacts database.
          • HubSpot Score (text): The current score of the contact based on your custom lead scoring criteria.
          • Last Modified Date (text): The date any contact property for the contact was last edited.
          • Dynamically Generated (text): The dynamically generated fields based on contact form properties. These are defined by the user(s) of the account.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Read Deal

        Use the ID from a deal to return all of the values and fields associated with the deal.

        Input Fields

        • Read By
          • Deal ID (text): Unique ID (system generated) for the new deal that was created and triggered the workflow.

        Output Fields

        • Deal
          • Associated Contact IDs (List - Numbers): List of all the associated contact records to the deal. These contact records will be the unique IDs of each of those contacts.
          • Associated Company IDs (List - Numbers): List of all the associated company records to the deal. These company records will be the unique IDs of each of those companies.
          • Associated Deal IDs (List - Numbers): Deals cannot be associated with other deals. This will be an empty list.
          • Original Source Type (text): The original source type of the data. One of three options: Offline, Online, and Other
          • Original Source Data 1 (text): The source HubSpot product where the deal was originally created (e.g. SALES)
          • Original Source Data 2 (text): Which UI within HubSpot was the deal created in (e.g. CRM_UI)
          • Last Modified Date (Date): UNIX formatted timestamp of when the deal was last modified. (For more about time vales check out this link)
          • Owner Assigned Date (Date): UNIX formatted timestamp of when the deal was assigned to the deal owner.
          • Deal Name (text): Name of the deal.
          • Amount (Number): Dollar amount of the deal.
          • Deal Stage (text): Current stage of the pipeline that the deal is in.
          • Pipeline (text): Unique identifier for a particular Deal Pipeline in HubSpot CRM.
          • Close Date (Date): Date of the current expected close date of the deal (UNIX format type).
          • Create Date (Date): Date the deal was created (UNIX format type).
          • Last Meeting Booked (Date): Date the last meeting activity was scheduled on the deal (UNIX time format).
          • HubSpot Owner (text): Unique ID of the deal owner. This ID will be the deal owners system user ID that can be used to look up more information.
          • Last Activity Date (Date): The last time a note, call, email, meeting, or task was logged for a deal. This is set automatically by HubSpot based on user actions in the deal record. (UNIX time format).
          • Next Activity Date (Date): The next scheduled date of an activity on the deal (UNIX time format).
          • Number of times contact (Number): number of times the deal has been contacted.
          • Number of Sales Activities (Number): number of activities completed on the deal.
          • Deal Type (text): Whether the deal is new or existing business.
          • Deal Description (text): Description of the deal.
          • Number of Contacts (Number): number customer contacts associated with the deal.
          • Closed Lost Reason (text): description of why the deal was lost.
          • Closed Won Reason (text): description of why the deal was won.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Read Deal Owner

        Read information about a user or deal owner in Hubspot CRM using their unique Owner ID.

        Input Fields

        • Read By
          • Owner ID (number): The unique ID of this user or deal owner (can be found using the Find Deal Owner action)

        Output Fields

        • Deal Owner
          • First Name (text): The first name of the user/deal owner
          • Last Name (text): The last name of the user/deal owner
          • Email (text): The email of the user/deal owner
          • Updated At (text): The last time this user was updated
          • Created At (text): The time this user was created
          • Type (text): The type of this user (only currently supported type is “PERSON”)
      • Search Companies

        Search for a company by a certain field. If the search results include more than one company, then only the first company will be returned.

        Options

        • Search By (dropdown): The field you would like to search by. Options are dynamically generated based on your account data.

        Input Fields

        • Field
          • Value (text): The value you would like to search for. This action will only return contacts where “Value” exactly matches the field selected in the “Search By” option.

        Output Fields

        Output fields are dynamically generated based on the data in your Hubspot CRM account, including custom fields.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Search Contacts

        Finds one or more contacts (up to 100) that match a provided search criteria.

        Options

        • Result Set (dropdown): choose between “First matching contact” or “All matching contacts.” Note: The HubSpot API limits the results to be a maximum of 100 contacts.

        Note: If you want to narrow your results using complex criteria, then choose “All matching contacts,” search using a single field (e.g. Email), and then follow the Search Contacts card with a Filter or Filter Custom card.

        Input Fields

        • Value (text): The query value of what you want to match against. You can search by either email, name or company name.

        Output Fields

        Depending on your choice on the second tab (see above) for Result Set, the output will either be a list of contacts or a single contact.

        For “First Matching Contact”, the output fields are the values for a single contact:

        • Contact ID (number): the unique ID for the contact. You can pass this ID to other HubSpot CRM actions such as Delete Contact or Update Contact.
        • First Name (text): The contact’s first name.
        • Last Name (text): The contact’s last name.
        • Salutation (text): The word or phrase serving as the introductory greeting in writing.
        • Email (text): The contact’s preferred email address.
        • Phone Number (text): The contact’s primary phone number.
        • Fax Number (text):The contact’s primary fax number.
        • Street Address (text): The contact’s primary street address for mailings.
        • Hubspot Owner (text): The owner ID of a contact. This can be any HubSpot user or Salesforce integration user, and can be set manually or via Workflows.
        • City (text): The city in which the contact’s primary street address is located.
        • State/Region (text): The state in which the contact’s primary street address is located.
        • Postal Code (text): The postal code used for mailings to the contact’s primary street address.
        • Country (text): The country in which the contact’s primary address is located.
        • Job Title (text): The name of the contact’s position at their place of employment.
        • Close Date (text): The date on which the contact became a customer of your business.
        • Lifecycle Stage (text): The current state of the sales cycle that the contact is in, e.g. ‘subscriber’, ‘lead’, ‘marketingqualifiedlead’, ‘salesqualifiedlead’, ‘opportunity’ and ‘customer’.
        • and more… : HubSpot includes many fields by default, but users can customize the list. Here is a full list of the HubSpot’s default contact properties with descriptions (external link to the HubSpot KnowledgeBase.)  TIP: When

        If you chose “All matching contacts”, there’s a single output field:

        • Contacts (list of objects): A list of contacts, where each contact has all of the individual contact fields including one called “Contact ID” as well as all of the other fields (see list above). To work with items in a list, see the available List Functions that can follow in your FLO, such as Filter to narrow down the list or For Each to process the contacts one at a time.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Search Deals

        Search all deals in your organization by a field of your choosing.

        Options

        • Search By (dropdown option): Select the field you would like to use as your search parameter to search deals by. The fields in this list are dynamically generated by the properties you have setup for Deal objects inside of Hubspot CRM.

        Input Fields

        • Field
          • Value (text): The value you would like to use to search your deals with, set as the search parameter property you selected as your Search By value under “Options”

        Output Fields

        This method outputs the first deal returned by Hubspot that matches the search query parameters. The fields returned in that deal depends on what properties you have set up for Deals inside of Hubspot CRM. Below, only the default properties are listed.

        • Result
          • Deal ID (number): The ID of the first deal that matches your search parameters.
          • Amount - Total value of the deal
          • Close Date - The day the deal is expected to close
          • Closed Lost Reason - Reason why the deal was lost
          • Closed Won Reason - Reason why the deal was won
          • Create Date - Day the deal was created in the CRM
          • Deal Description - Brief description of the deal
          • Deal Name - The name you have given this deal
          • Deal Stage - The stage this deal is currently in.
          • HubSpot Owner - The sales user that the deal is assigned to
          • Last Modified Date - The most recent date that any property on this deal was updated
          • Last Activity Date - The last time a note, call, email, meeting, or task was logged for a deal
          • Number of Contacts - Number of contacts associated with this deal.
          • Pipeline - The pipeline the deal is in, which determines that stages that are available for the deal.
          • Original Source Data 1 - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the “Time First Seen” property (automatically populates)
          • Original Source Data 2 - Additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the “Time First Seen” property (automatically populates)
          • Original Source Type - Original source for the associated contact, or associated company if there is no contact,  with the oldest value for the “Time First Seen” property (automatically populates)
          • Owner Assigned Date - The date the deal was created in your CRM (automatically populates)

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct outputs.

      • Update Company

        Update an existing company using a company ID. This card will update the fields with the values entered in the input fields.

        Input Fields

        The fields that populate under the ‘Company’ header are dynamically generated, based on the company form properties defined in your Hubspot account.

        • Update By
          • Company ID (text): The ID of the company that is being updated.
        • Fields 
          • Dynamically Generated (text): Inputs determined by company form properties. These are defined by the user(s) of the account.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.

      • Update Contact

        Updates a Hubspot CRM Contact’s properties.

        Input Fields

        If you are trying to close a contact into a customer, you should be updating the ‘Lifecycle Stage’ property and setting the value of this property to ‘customer’.

        • Update By
          • Contact ID (number): The contact’s associated unique ID.
        • Fields
          • First Name (text): The contact’s first name.
          • Last Name (text): The contact’s last name.
          • Salutation (text): The word or phrase serving as the introductory greeting in writing.
          • Email (text): The contact’s preferred email address.
          • Phone Number (text): The contact’s primary phone number.
          • Fax Number (text):The contact’s primary fax number.
          • Street Address (text): The contact’s primary street address for mailings.
          • Hubspot Owner (text): The owner ID of a contact. This can be any HubSpot user or Salesforce integration user, and can be set manually or via Workflows.
          • City (text): The city in which the contact’s primary street address is located.
          • State/Region (text): The state in which the contact’s primary street address is located.
          • Postal Code (text): The postal code used for mailings to the contact’s primary street address.
          • Country (text): The country in which the contact’s primary address is located.
          • Job Title (text): The name of the contact’s position at their place of employment.
          • Close Date (text): The date on which the contact became a customer of your business.
          • Lifecycle Stage (text): The current state of the sales cycle that the contact is in.
            • This property denotes the stage at which the contact is in. Stages include ‘subscriber’, ‘lead’, ‘marketingqualifiedlead’, ‘salesqualifiedlead’, ‘opportunity’ and ‘customer’. These values are described in HubSpot’s Contacts application under “Contacts > Manage Settings > Lifecycle Stages”. Once a contact does become a “customer”, it will be reflected in HubSpot’s Sources application as such.
            • Please Note The Lifecycle stage is not designed to move backwards. If you need to set this property to an previous stage, you will first need to set the value to “” (an empty string) and then set the new Stage
          • Dynamically Generated (text): The dynamically generated fields based on contact form properties. These are defined by the user(s) of the account.
      • Update Deal

        Update an existing deal using the deal ID.

        Input Fields

        The second group of inputs, “Fields”, is dynamically generated to show all properties you have for Deal objects inside of Hubspot CRM, including dynamic fields. The following list of available properties just features the default properties for Deal objects, you may find that you have additional options.

        • Update By
          • Deal ID (number): The ID of the deal you would like to update
        • Fields
          • Amount - Total value of the deal
          • Close Date - The day the deal is expected to close
          • Closed Lost Reason - Reason why the deal was lost
          • Closed Won Reason - Reason why the deal was won
          • Create Date - Day the deal was created in the CRM
          • Deal Description - Brief description of the deal
          • Deal Name - The name you have given this deal
          • Deal Stage - The stage this deal is currently in
          • Deal Type - New Business or Existing Business
          • HubSpot Owner - The sales user that the deal is assigned to
          • Last Modified Date - The most recent date that any property on this deal was updated
          • Last Activity Date - The last time a note, call, email, meeting, or task was logged for a deal
          • Number of Contacts - Number of contacts associated with this deal
          • Pipeline - The pipeline the deal is in, which determines that stages that are available for the deal

        Output Fields

        This card does not produce outputs. If, for some reason, your update operation failed, you’ll receive a runtime error from the service.

        NOTE: Because of changes to the labels of certain fields in the Hubspot API, it may be necessary to regenerate inputs and/or outputs on cards by clicking the gear icon at the bottom right corner of the card and selecting “Choose fields.” This change affected the “Hubspot Owner” field, which may have been changed to “Company Owner,” “Deal Owner,” or “Contact Owner” depending on the card. If you created your card after May 9th, your card will have generated the currently correct inputs and/or outputs.