Hubspot

Overview

Events

• Company Field Updated

  Start FLO when a certain field on a company is updated

• Company Updated

  Start FLO when a company is updated

• Contact Added to List

  Start FLO when a new or existing contact is added to a certain list

• Contact Field Updated

  Start FLO when a certain field on a contact is updated

• Contact Updated

  Start FLO when an existing contact is updated

• Deal Added to Pipeline

  Start FLO when a new or existing deal is added to a certain pipeline

• Deal Field Updated

  Start FLO when a certain field on a deal is updated

• Deal Updated

  Start FLO when a new deal is updated

• New Company

  Start FLO when a new company is created

• New Contact

  Start a Flow 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.
    • 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 contact 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.
    • Linkedin ID (text): The ID associated with this contact’s LinkedIn account.
    • Recent Sales Emial 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.
    • Opted out of email: Default Hubspot Blog Subscription (text): An indication of whether this contact has opted out of the default HubSpot blog subscription.
    • Opted out of emailMarketing Information (text): An indication of whether this contact has opted out of the Marketing Information subscription.
    • 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.
    • 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 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.
    • 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):
    • 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.
    • 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.

• New Deal

  Start FLO when a new deal is created

Actions

• Add Contact to Company

  Adds a contact to a company based on Hubspot IDs.

  Input Fields

  • Company
    • Company ID (number): The ID of the company within Hubspot.
  • Contact
    • Contact ID (number): The ID for the contact you wish to add within Hubspot.

• 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.

• Add Contact to List

  Adds a contact to a list.

  Options

  • List
    • Drop down the selection to choose which list to add a contact to.

  Input

  • Contacts
    • Contact IDs (text): The ID of the contact. This can be dragged from the create contact card.

• Associate Company to Deal

  Connects a company to a deal using their IDs.

  Input

  • Deal
    • Deal ID (number): Identification for the deal. This can be dragged from the create deal card
  • Company
    • Company ID (number): Identification of the company. This can be dragged from the create company card.

• Associate Contact to Deal

  Associates contact to deal.

  Input

  • Deal 
    • Deal ID (number): ID of the deal.
  • Contact
    • Contact ID (number): ID of the contact.

• Create Company

  Adds a new company.

  Input

  • Company
    • Name (text): Company name.
    • City (text): City location of the company.
    • Country (text): Country location of the company.
    • Company Domain Name (text): Domain of company, for example, mycompany.com
    • Description (text): Description of the company.
    • HubSpot Owner (text): Owner of the company on HubSpot.
    • Facebook Fans (number): Number of fans on the facebook page.
    • Is Public (T/F): Public or private.

  Output

  • Company
    • Company ID (number): Indentifier of company.

• Create Contact

  Creates a contact.

  Input

  • Contact 
    • First Name (text): User’s first name.
    • Last Name (text): User’s last name.
    • Email (text): User’s email.
    • Phone (text): User’s phone number.
    • City (text): City.
    • Country (text): Country.
    • LinkedIn Connections (number): Number of connections the user has on LinkedIn.

  Output

  • Contact
    • Contact ID (text): Unique identifier for the contact created.

  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 Deal

  Makes a new deal.

  Input

  • Deal
    • Deal Name (text): Name for the deal.
    • HubSpot Owner (text): Owner of the deal.
    • Deal Description (text): Description of the deal.
    • Amount (number): Amount of the deal.

  Output

  • Deal
    • Deal ID (number): Identification for the deal.

• Delete Contact

  Deletes a contact based on the contact ID.

  Input Fields

  Inputs for this Action can be passed from a variety of Actions that do not search by ID, such as Search Contacts.

  • Contact
    • Contact ID (number): The ID of the contact within hubspot.

• Dissociate Company from Deal

  Disconnects a company from a deal.

  Input

  • Deal
    • Deal ID (number): The unique ID of the deal. This can be dragged from the create deal card
  • Company
    • Company ID (number): The unique ID of the company. This can be dragged from the create company card

• Dissociate Contact from Deal

  Dissociate Contact From Deal

  Disconnects a contact from a deal.

  Input

  • Deal
    • Deal ID (number): ID of the deal. This can be dragged from the create deal card
  • Contact
    • Contact ID (number): ID of the contact.This can be dragged from the create contact card.

• Find Contact

  Locates a contact based upon input fields.

  Options

  • Search By (text): First Name, Last Nane, Email, or Company Name.2

  Input

  • Field
    • Value (text): Value to search contacts by.

  Output

  • Contact 
    • Contact ID (number): ID of the contact found.

• Find Deal Owner

  Returns the owner ID of a deal.

  Input

  • Field 
    • Value (text): Value to search deals for.

  Output

  • Owner
    • Owner ID (number): The ID of the owner.

• Find List

  Locates a list using an input value.

  Options

  • Search Field (text): Name, Type, Created At, Updated At, or Deletable?

  Input

  • Field
    • Value (text): Value to search lists for.

  Output

  • List
    • List ID (number): ID of the list found.

• Read All Companies

  Makes a list of all companies and their information.

  Output Fields

  • Company (list of objects):

    • About us (text): The ‘about us’ section.
    • Facebook Fans (number): The number of facebook fans.
    • First Deal Created(text): When the first deal 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 (automatically populates).
    • 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.
    • Number of Pageviews (number): The number of pageviews the company has.
    • Number of visits (number): The total number of visits for all contacts associated with 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.
    • Avatar File(text)

    • 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 (T/F): indicates that the company is publicly traded.

    • Associated Contacts (number): The number of contacts associated with the company.

    • Associated Deals (number): The number of deals in HubSpot CRM associated with the company.

    • Recent Deal Amount (number): The value of the last deal closed with the company.

    • 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.

    • CheckBoxes(text)

    • Name(text): The name of the company.

    • Twitter Handle (text): The company’s Twitter handle.

    • Phone Number (text): The company’s primary phone number.

    • Test Property (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): Additional 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.

    • Last Meeting Booked (text): The most recent meeting booked.

    • Last Meeting Booked Campaign (text): The most recent meeting booked campaign.

    • Last Meeting Booked Medium (text): The medium of the last meeting booked.

    • Last Meeting Booked Source (text): The source of the last meeting booked.

    • HubSpot Owner (text): The sales user that the company is assigned to; for more information, click here.

    • Last Contacted (text): The timestamp from the most recent call, email, or meeting logged for this company.

    • Last Activity Date (text): The last activity.

    • Next Activity Date (text): The next scheduled activity.

    • Number of times contacted (number): The amount of times the company has been contacted.

    • Number of Sales Activities (number): The number of sales activities.

    • Postal Code (text): The company’s postal code.

    • Country (text): The country the company is located in.

    • HubSpot Team (text): The hubspot team.

    • Website URL (text): The company’s web address.

    • Company Domain Name (text): The company’s website domain.

    • 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 stage down the funnel;Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, and Other.

    • 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 account.

    • Close Date(text): The day the company became your customer.

    • First Contact Create Date (text): The day the first contact for this company was created in your account. This can pre-date the company’s Create Date property.

    • Days to Close (number): The number of days between the day the company was added to your account and the day they became a customer.

    • Web Technologies 

    • Company ID (number): The ID of the company.

• Read Associated Deals

  Read associated deal IDs to a contact or company

• Read Company

  Reads the information about a company.

  Input

  • Read By:
    • Company ID (number): Identifier of the company. You can get this ID from the output of a company-related event or action, e.g. Create Company.

  Output

  • Company
    • Facebook Fans (number): Number of fans on the Facebook page.
    • Is Public (T/F): Public or private.
    • Name (text): Company name.
    • Phone Number (text): Company number.
    • City (text): City location of the company.
    • HubSpot Owner (text): Owner of the company on HubSpot.
    • Country (text): Country location of the company.
    • Company Domain Name (text): Domain of company, for example, mycompany.com

• Read Contact

  Input

  • Contact
    • Contact ID (text): Unique identifier for the contact created. This can be dragged from the create contact card.

  Output

  • Contact 
    • Profile URL (text): URL of the user’s profile.
    • First Name (text): User’s first name.
    • Last Name (text): User’s last name.
    • Email (text): User’s email.
    • Phone (text): User’s phone number.
    • City (text): City.
    • Country (text): Country.
    • LinkedIn Connections (number): Number of connections the user has on LinkedIn.

• Read Deal

  Reads a deal’s information. Input

  • Read By
    • Deal ID (number): Identification for the deal. This can be dragged from the create deal card

  Output

  • Deal
    • Associated Contact IDs (list of numbers): IDs of contacts connected to the deal.
    • Associated Company IDs (list of numbers): IDs of companys connected to the deal.
    • Associated Deal IDs (list of numbers): IDs of other deals connected to the deal.
    • Deal Name (text): Name for the deal.
    • Amount (number): Amount of the deal.
    • HubSpot Owner (text): Owner of the deal.
    • Deal Description (text): Description of the deal.

• Read Deal Owner

  Returns the owner ID of a deal.

  Input

  • Read By 
    • Owner ID (number): The ID of the owner.

  Output

  • Deal Owner
    • First Name (text): The first name of the owner.
    • Last Name (text): The last name of the owner.
    • Email (text): The email of the owner.
    • Updated At (text): The updated time.
    • Created At (text): The creation time.
    • Type (text): The type of owner, ex “PERSON.”

• Read List Contacts

  Returns a list of information about contacts.

  Options

  • List (text): The list to read contacts from. If the list changes each time then select List ID as an option.

  Input

  • List ID (number): The unique identifier of the list. his only shows up if List ID was selected from options.

  Output

  • Contacts
    • Contacts (list of text): A list of customizable fields of contacts.

• Remove Contacts from List

  Removes one or more contacts from a list.

  Options

  • List (text): Drop down menu to choose which list to remove user(s) from. If desired, select “List ID” to enter an ID directly.

  Input

  • Contacts
    • Contacts IDs (list of numbers): List of one or more IDs of contact to remove from
  • List (Only if option “List ID” is selected)
    • List ID (number): The unique identifier of the list.

• Search Contacts

  Finds up to 100 contacts that match a provided search criteria.

  Options

  • Search By (dropdown): choose to search for contacts by First Name, Last Name, Company Name, or Email. If you don’t specify one, the search will look for a match in any those fields.

  Input Fields

  • Value (text): Depending on your setting on the second tab (see Options above), Value is the string you want to match against contact first name, last name, company name, or email. Case is ignored and partial matches are returned, so for instance, if Search By is Email and Value is “hub”, then contacts with these emails will be included in the result: robot@github.com and CoolRobot@HubSpot.com.

  Output Fields

  • Contact IDs (list of numbers): a list of the unique IDs for the contacts that meet the search criteria, or an empty list if there are no matches. Note: The HubSpot API limits the results to be a maximum of 100 contacts.

  To work with items in a list, see the available List Functions that can follow in your Flow, such as For Each to process each of the contacts one at a time. You can pass the Contact ID to other HubSpot actions such as Delete Contact or Update Contact.

• Update Company

  Update a company using the company ID

• Update Contact

  Updates a Hubspot 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.

  Output Fields

  None

  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 Deal

  Updates an existing deal. Input

  • Update By
    • Deal ID (number): Identification for the deal. This can be dragged from the create deal card
  • Fields
    • Deal Name (text): Name of the deal.
    • Amount (number): Amount of the deal.
    • Deal Description (text): Description of the deal.