Estimated reading time: 23 min
HubSpot CRM is a powerful tool that helps businesses organize and manage their customer relationships on a centralized and easy-to-use platform.
With HubSpot connected to Wiresk, you can:
- Retrieve Data such as records, associations, files.
- Manage and monitor your contacts, engagements, objects, files, associations and events.
To use HubSpot CRM with Wiresk, you must have a HubSpot CRM user account.
You can refer to HubSpot API reference documentation for further information.
You can refer to HubSpot API reference documentation for further information.
1 – Wiresk Group system Copy Link
The group system in Wiresk is a way to organize and manage your users and Flows.
When you start with Wiresk(Admin account), you are automatically assigned to the default group. This default group can be renamed.
for users with Pro plan or higher, you can:
- Assign users to specific Flows: Control who has access to and can edit different Flows.
- Organize Flows: Group related Flows together for better management and visibility.
- Manage permissions: Set permissions for different groups, determining who can create, edit, and view Flows.
- Collaborate effectively: Facilitate collaboration among team members by assigning them to appropriate groups.
For more details about Group and Users, refer to Group system.
2 – Connect HubSpot CRM to Wiresk Copy Link
A connection to your HubSpot account is needed so we can sync it with our platform.
There are two ways to connect your app to Wiresk:
- In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
- While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.
In this case, we will explain how to create a connection in “My apps” section, it is essentially the same as when creating it on-the-go.
A – Create your HubSpot application in Wiresk Copy Link
On the left panel of Wiresk user interface, go to “My apps” and click on the (+) button.
Search “HubSpot” in the search field or scroll down the list of apps and choose the HubSpot icon.
In the prompted screen, give a name to your connection, for example “HubSpot”.
Then, optionally, you can enter the developer API key and User app ID, these 2 fields are required if you want to use the Timeline Event Template Trigger and Methods (a HubSpot paid account and developer account is required). Refer to How to get your HubSpot CRM developer API key and User ID in the next section below.
Select your HubSpot CRM version, if you have a paid version, please select both “CRM Free Version” and “CRM Paid Version”. Then click on Authorize and follow the next Step.
B – Link your account to Wiresk Copy Link
When you click on the button “Authorize”, you will be redirected to HubSpot connection page.
Sign in to your HubSpot account or if you have previously logged in, choose your account.
On the connection screen, select your account name then click on “Choose Account” Button. (If you only have one HubSpot account this step will be skipped automatically)
On the next screen you can review all the access needed by Wiresk.com then agree to the connection by clicking on “Connect app” button.
Voila! Your HubSpot CRM account has been added to Wiresk “My Apps”. You can now use that connection for your Flows.
C – How to get your HubSpot CRM developer API key and User ID. Copy Link
To get the developer API and the User ID you must create your HubSpot developer account first.
Go to HubSpot Developers website: https://developers.hubspot.com/get-started
Choose the “App Developer account” then create your developer account or continue with your existing one.
On your developer home page, look up at the top right corner and click on “get HubSpot API key”.
Now click on “Create key” and HubSpot will generate your personal key.
You can copy and paste your API key and user ID in Wiresk connection screen.
Remember, if you want to use the Trigger and Methods related to “Timeline Event”, you need a HubSpot paid account.
D – Uninstalling Wiresk from HubSpot Copy Link
If you ever need to remove Wiresk, you can uninstall it from your HubSpot integrations settings page.
To locate this page, you should access HubSpot and go to Settings, then click on Integrations, and finally choose Connected Apps.
Locate Wiresk app, then click on the action button “Uninstall”, confirm by typing “UNINSTALL”.
In Wiresk, go to “My apps” section, locate your HubSpot CRM connection. Click on the trash bin icon, then confirm the deletion.
Removing Wiresk app will have no impact on your HubSpot data. If you want to reinstall Wiresk, you can follow the setup guide above.
3 – Create your automated Flows with HubSpot CRM Copy Link
After linking HubSpot CRM account to Wiresk, you can start creating your Flows.
A. Create a Flow Copy Link
Select your Group, then on the Flow management screen click on “Create Flow”.
Select the Trigger Copy Link
- On the new screen, name the Flow that you want to create.
- Add your Triggers by clicking on the red plus (+) button.
- On the Trigger selection screen, search your app or select it from the list below the screen.
- Now, select your specific Trigger then configure it (refer to Trigger settings below).
As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.
Check here for a Tutorial step-by-step on how to create a Flow.
B – Add an HTTP Trigger to your Flow Copy Link
An HTTP Trigger allows you to manually activate your Flows.
Common Use Cases for Manual Triggers: Copy Link
- One-time tasks: For tasks that only need to be performed once, like sending a specific notification or updating a database record.
- Ad-hoc actions: For actions that need to be triggered on demand, without relying on scheduled events or data changes.
- Testing and debugging: For testing and debugging Flows without relying on external events or conditions.
HTTP Trigger settings Copy Link
Click on the red plus button (+) again to add a Trigger for testing your Flow, then click on the button “HTTP Trigger”.
Write a description and select your API key or create a new one.
Click on save.
Now you can use your HTTP Trigger to Manually run your Flow.
C – Add a Method to your Flow Copy Link
The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.
You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).
On the Flow builder screen, click on the plus button (+) next to the Trigger icon.
Search or scroll down to select the Methods from your favorite apps. Refer to Methods list and settings in this documentation.
D – Add Wiresk Tools to your Flow Copy Link
If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools
To add Tools in your Flow, Follow the same step as adding the Methods. On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.
4 – HubSpot CRM Trigger settings Copy Link
What will start your automation…
Depending on your Flow scenario, you can set up multiple Triggers. However, only one Trigger can be active at a time.
Recurrence rule or scheduler settings Copy Link
Setting up the recurrence rule or scheduler of your Trigger (if the Trigger is not a Webhook):
- Regular intervals will monitor your Trigger by intervals in minute
- Daily recurrence will monitor your Trigger by day and hour
- Monthly recurrence will monitor your Trigger every month on a defined date and hour
- Yearly recurrence will monitor your Trigger on a specific date and hour every year
- Specific dates will start your Trigger on specific dates
Get sample Copy Link
After setting up the Trigger parameters (refer to how to define your parameters in the steps below), click on “Get sample”.
The “Get sample” allows you to extract a subset of data for validation. The data will be used to MAP your Method parameters according to your Flow. Refer to FIELD MAPPING documentation.
HubSpot CRM Scheduled Triggers: Copy Link
These Triggers will start your Flow automatically at a specific time or intervals instead of being triggered by events like Webhooks.
a – FREE VERSION Copy Link
Retrieve Records using sample search Copy Link
This Trigger could be used for automating the retrieval of specific records from HubSpot regularly. For example, you might want to retrieve new contacts every 15 minutes.
Configuration Table:
| Name* | Retrieve Records using sample search |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Entity* (Set of data that contain information) Contacts Companies Deals Tickets Calls Emails Notes Tasks Meetings | Select the entity from which data will be retrieved. |
| Search | Enter your search criteria |
| Fields | Select the field property of the selected Entity to retrieve. |
| Limit | Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | You are only able to see a preview of your search result after choosing a field to display. |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
List HubSpot Owners Copy Link
HubSpot owners are users assigned to specific contacts, companies, deals or tasks.
You could use this trigger to automatically retrieve the list of HubSpot owners and assign new leads to them.
You could use this trigger to automatically retrieve the list of HubSpot owners and assign new leads to them.
Configuration Table:
| Name* | List HubSpot Owners |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Filter by email address | Search a specific owner by email address |
| limit | Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | Preview the retrieved data |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
Retrieve Records using Wiresk’s Query Builder Copy Link
A Query Builder allows you to create complex SQL queries without having to write any code. This allows non-technical users to easily access and analyze data with a graphical user interface.
This Trigger will retrieve records from your HubSpot CRM Database with Wiresk’s Query Builder.
This Trigger will retrieve records from your HubSpot CRM Database with Wiresk’s Query Builder.
Configuration Table:
| Name* | Retrieve Records using Wiresk’s Query Builder |
| Connection* | Select your connection or create one Refer to how to create a connection. |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Entity* (Set of data that contain information) Contacts Companies Deals Tickets Calls Emails Notes Tasks Meetings | Select the entity from which data will be retrieved. |
| Related Entities | This section allows you to link related entities in Odoo to the primary entity you are querying. For example: If you’re querying “Email Thread,” you might want to include related records such as the “Contact” or “Companies” associated with each Email Thread. Clicking “Link an entity” will let you select and define relationships between the primary entity and its related entities. |
| Configure Filter | Add filters to narrow down the records that will be retrieved from HubSpot. |
| Configure grouping | This tab allows you to group the retrieved records based on certain attributes or fields. |
| Configure Columns Preview Data Number of records:10 Begin at record:0 Edit Columns Configure Sorting | Configure which columns or fields of data will be retrieved and included in the output. To visualize the records, you must select at least 1 Columns to get the Preview Data. If you get this message:” Cannot convert undefined or null to object”, it means there is no records. By default, 10 records will be shown The display starts at record 0 Customize which columns are displayed and retrieved. Minimum 1 column, maximum 50 columns. This option is for sorting the data in the columns by Ascending or descending order. |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
Retrieve New Records Copy Link
This Trigger looks for records that have been newly created in HubSpot since the last time the Trigger ran.
Example of use case in Customer Support:
Automatically retrieve newly created support tickets from HubSpot since the last check and assign them to the appropriate support agents.
Example of use case in Customer Support:
Automatically retrieve newly created support tickets from HubSpot since the last check and assign them to the appropriate support agents.
Configuration Table:
| Name* | Retrieve New Records |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Entity* (Set of data that contain information) | Select the entity containing the records |
| Fields* | Select the field property of the selected Entity to retrieve. |
| Limit | Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | Preview the retrieved data |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
Retrieve Updated Records Copy Link
This Trigger will return records from HubSpot that have been updated since the last time the trigger was executed.
Configuration Table:
| Name* | Retrieve Updated Records |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Entity* (Set of data that contain information) | Select the entity containing the records |
| Fields* | Select the field property of the selected Entity to retrieve. |
| Limit | Set the limit of records retrieved Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | Preview the retrieved data. Choose a field to be able able to preview the data. |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
Retrieve Associations Copy Link
In HubSpot, an “association” refers to the relationship between different CRM objects such as contacts, companies, deals, tickets, etc.
This Trigger will return the IDs of CRM objects associated with a given object, based on the specified association type.
This Trigger will return the IDs of CRM objects associated with a given object, based on the specified association type.
Configuration Table:
| Name* | Retrieve Associations |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameter | |
| From Entity* (Set of data that contain information) | Select the entity containing the dataset of your record ID |
| Entity record ID * | Select the record from your selected entity |
| To Entity * | Select the association type |
| Limit * | Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | Preview the retrieved data |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
b – PAID VERSION Copy Link
Require Developer API Key & App ID in app connection, refer to the connection steps.
List Timeline Event Template (Paid Version) Copy Link
This Trigger retrieves app-specific timeline event types.
Configuration Table:
| Name* | List Timeline Event Template |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Limit | Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | Preview the retrieved data |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
Retrieve Files (Paid Version) Copy Link
This Trigger retrieves a list of files stored in file manager.
Configuration Table:
| Name* | Retrieve Files |
| Connection* | Select your connection or create one |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Filter by*: ID Created at Name Path Path Folder ID Size Height Width Encoding Type Extension URL Created at – Is less Than Created at – is Greater Than updated at Updated at – is less Than Updated at – is Greater than | This field allows you to select the criteria that will be used to filter the files. |
| value * Input the specific value corresponding to the filter criteria. | example of value: ID: “122692044085” Created at: “2023-06-28T17:56:45.393Z” Name: ‘file” Path: “/library/cat_archive/file.png” Path Folder ID: “122692510820” Size: 24574 Height: 219 Width: 225 Encoding: “png” Type: “IMG” Extension: “png” URL: “https://12345.fs1.hubspotusercontent-na1.net/hubfs/12345/library/cat_archive/file.png” |
| Usable in contents | True: shows files that has been marked to be used in contents. False: shows files that cannot be used in contents. |
| Allow anonymous access | True: shows private files False: shows public files |
| Limit | Set the limit for the number of records retrieved. If not specified, it will retrieve the number of records defined by the API limit. |
| Preview Data | Preview the retrieved data |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
5 – HubSpot CRM Method settings Copy Link
What your automation will do…
HubSpot Methods list Copy Link
Here, you will find all HubSpot Methods available in Wiresk with their parameter descriptions.
a – OBJECTS Copy Link
“For developers, standard objects within the HubSpot CRM (Contacts, Companies, Deals, and Tickets) are the foundational elements upon which all customization and integration tasks are built. These objects store essential data and serve as the primary entities developers interact with when extending the CRM’s capabilities.” Source: HubSpot
Create Object Copy Link
With “create object” Method in HubSpot CRM, you can automate the creation of new records in your database.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Create Object |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object you want to create. |
| Map Fields [+Add Field] you can additionally create custom fields based on “properties” level. The field will be outside the “Properties” group but still part of the “Create Object” process. | |
| Properties* | Field properties of your entity that you want to create. |
| Properties fields of Contacts: Email* First Name* Last Name* [+Add field] Click on this button to add more property fields from a list. | This parameter allows you to specify which properties of the object(entity) you want to create. For example, if you’re adding a contact, you might specify properties like “email,” “phone number,” and “company.” |
| Properties fields of Companies: Company Domain Name* Company Name* [+Add field] Click on this button to add more property fields from a list. | |
| Properties fields of Deals: Deal Name* Deal Stage* Pipeline* [+Add field] Click on this button to add more property fields from a list. | |
| Properties fields of Tickets: Pipeline* Ticket Status* Ticket Name* [+Add field] Click on this button to add more property fields from a list. | |
(*) required field
Delete Object Copy Link
The “delete object” method in HubSpot CRM allows you to move an existing record (objects) from your HubSpot database to the “recycling bin” (deleted records are kept for 90 days).
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Delete Object |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object you want to delete. |
| Map Fields | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
(*) required field
GDPR Delete Object Copy Link
This Method will enable developers to perform GDPR compliant contact record deletions.
“The EU’s General Data Protection Regulation (GDPR) is a set of laws aimed at enhancing the protection of EU citizens’ personal data and increasing the obligations of organizations to deal with that data in transparent and secure ways. GDPR applies not only to EU-based businesses, but also to any business that controls or processes data of EU citizens.
Under the GDPR, contacts in your account have the right to request that you delete all of their personal data. HubSpot’s GDPR deletion feature will delete the contact record and any associations between the contact record and other CRM objects. You can find more details in the Non-contact associated data section of our GDPR resources for integrations. You can read more about HubSpot’s GDPR readiness and features here.” Source: HubSpot
“The EU’s General Data Protection Regulation (GDPR) is a set of laws aimed at enhancing the protection of EU citizens’ personal data and increasing the obligations of organizations to deal with that data in transparent and secure ways. GDPR applies not only to EU-based businesses, but also to any business that controls or processes data of EU citizens.
Under the GDPR, contacts in your account have the right to request that you delete all of their personal data. HubSpot’s GDPR deletion feature will delete the contact record and any associations between the contact record and other CRM objects. You can find more details in the Non-contact associated data section of our GDPR resources for integrations. You can read more about HubSpot’s GDPR readiness and features here.” Source: HubSpot
This action is irreversible. Once deleted, the record cannot be recovered.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | GDPR Delete Object |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object you want to delete. |
| Map Fields | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
(*) required field
Get Object Copy Link
This Method retrieves an object record from your HubSpot CRM database based on certain criteria.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Get Object |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object (Entity) you want to retrieve. |
| Map Fields | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
| If not found, consider as: Failed or success | This field defines what should happen if the specified Record ID doesn’t match any record in HubSpot. |
| Properties to retrieve [+Element ] Field name (e.g. city, email, status) | This parameter allows you to specify which properties of the object you want to retrieve. For example, if you’re retrieving a contact, you might specify properties like “email,” “phone number,” and “company.” |
(*) required field
Merge Record Copy Link
The “Merge Record” method in HubSpot is used to combine two records into one. This is useful when you have duplicate records and want to merge their information to avoid redundancy and maintain data accuracy.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Merge Record |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object you want to retrieve. |
| Map Fields | |
| Primary Record ID* | Select the record that will remain after the merge. This is the record that retains the data once the merge is complete. |
| Record ID to Merge* | Select the second record that will be merged into the primary record. The data from this record is combined into the primary one, and this secondary record will be deleted after merging. |
(*) required field
Update Object Copy Link
The “Update an Object” method in HubSpot is used to modify or update the details of an existing record (or “object”) in the system.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Update Object |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object you want to update. |
| Map FieldsMap[+Add Field] you can additionally create custom fields based on “properties” level. The field will be outside the “Properties” group but still part of the “Update Object” process. | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
| Properties* [Add Field] | This parameter allows you to specify which properties of the object you want to update. For example, if you’re updating the entity “companies, you might specify properties like “company domain name,” “industry group,” and “employee range.” |
(*) required field
Upsert Object Copy Link
The Method “Upsert Object” in HubSpot is used to either update an existing object or insert (create) a new one. If the contact exists based on the matching criteria, the record will be updated with the provided information. If no match is found, a new contact will be created with the input data.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Upsert Object |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Contacts Companies Deals Tickets | This parameter specifies the type of HubSpot object you want to upsert. |
| MATCHING CRITERIA [+Add Criteria] Click on this button to add more matching criteria. Criteria field*(select the criteria fields from your HubSpot entity, e.g. email). Equals (the upsert process will look for the criteria whose matches the value provided in the input, default value field. | This section allows you to define criteria (fields) that HubSpot will use to check whether a contact already exists. For example, you might match based on email. If the matching criteria are met (e.g., an existing record with the same email), HubSpot will update that record. If not, it will create a new record. |
| Map Fields [+Add Field] Click on this button to create custom fields based on “properties” level. The field will be outside the “Properties” group but still part of the “Upsert Object” process. | |
| Properties* | Field properties of your entity that you want to Upsert. |
| Properties fields of Contacts: Email* First Name* Last Name* [+Add Field] Click on this button to add more property fields from a list. | This section is where you can define which fields of the entity to populate or update. |
| Properties fields of Companies: Company* Domain Name* Company Name* [+Add Field] Click on this button to add more property fields from a list. | |
| Properties fields of Deals: Deal* Name* Deal Stage* Pipeline* [+Add Field] Click on this button to add more property fields from a list. | |
| Properties fields of Tickets: Pipeline* Ticket Status* Ticket Name* [+Add Field] Click on this button to add more property fields from a list. | |
(*) required field
b – CONTACTS Copy Link
A contact represents an individual or a company that your business interacts with. It’s the fundamental unit of information in HubSpot, it can store details such as:
- Personal Information: Name, email address, phone number, job title, etc.
- Company Information: Company name, industry, website, location, etc.
- Engagement History: Interactions with your business, such as emails, meetings, and deals.
- Properties: Custom fields you can add to store specific information relevant to your business.
Add Contact to List Copy Link
Add existing contact records to a STATIC contact list. Static lists do not automatically update as your records change. A static list represents a single moment in time.
Support only processing type: MANUAL OR SNAPSHOT
Refer to list processing types, HubSpot documentation.
Support only processing type: MANUAL OR SNAPSHOT
Refer to list processing types, HubSpot documentation.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Add Contact to List |
| Connection* | Select your connection or create one |
| Map Fields | |
| List ID* | Select the STATIC contact list that you want to add a record. |
| Contacts [+Element] Click on this button to add multiple contact records to a list. Record ID* | Select a contact records to add to your list. |
(*) required field
Remove Contact from List Copy Link
Remove contact records from a STATIC contact list. Static lists do not automatically update as your records change. A static list represents a single moment in time.
Support only processing type: MANUAL OR SNAPSHOT
Refer to list processing types, HubSpot documentation.
Support only processing type: MANUAL OR SNAPSHOT
Refer to list processing types, HubSpot documentation.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Remove Contact From List |
| Connection* | Select your connection or create one |
| Map Fields | |
| List ID* | Select the STATIC contact list from which you want to remove a record. |
| Contacts [+Element] Click on this button to remove multiple contact records from a list. Record ID* | Select a contact records to remove from your list. |
(*) required field
c – ENGAGEMENT Copy Link
Engagements are associated with at least one CRM record.
Engagement objects all have a type that determines what the metadata field should look like.
The types and their corresponding metadata are detailed below.
The Engagements API supports the following engagement types:
- NOTE – Note engagements are used to hold simple text information about an object record.
- EMAIL – Email engagements are used to track emails sent on an object record.
- TASK – Task engagements are used by users to manage tasks, and are available on the tasks dashboard as well as on associated object records.
- MEETING – Meeting engagements are used to track face-to-face meetings on an object record.
- CALL – Call engagements are used to track calls made by users on an object record.
Engagements are used internally by other HubSpot tools and new engagement types may be created, so you may interact with engagement types other than those listed here.
Creating or editing non-documented engagement types are not supported.
Source: HubSpot, for more details, refer to Engagements API Overview.
Create Engagement Copy Link
Use case for this API endpoint: This Method can be used to create engagements (in order to log calls, notes, or emails from an external system) and get engagement data for reporting.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Create engagement |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Calls Emails Notes Tasks Meetings | This parameter specifies the type of HubSpot Engagement you want to create. |
| Map Fields [+Add Field] you can additionally create custom fields based on “properties” level. The field will be outside the “Properties” group but still part of “Create Engagement” process. | |
| Properties* | Field properties of your Engagement entity that you want to create. |
| Properties fields of Calls: Call Title* Activity Date* [+Add Field] Click on this button to add more property fields from a list. | This parameter allows you to specify which properties of the Engagement(entity) you want to create. For example, if you’re adding a Call engagement, you might specify properties like “Call Title,” “Activity Date,” and “From Number.” |
| Properties fields of Email: Email Direction* Email Subject* Email to Address* Activity Date* [+Add Field] Click on this button to add more property fields from a list. | |
| Properties fields of Notes: Note Body* Activity Date* [+Add Field] Click on this button to add more property fields from a list. | |
| Properties fields of Tasks: Note* Task Title* Due date* [+Add Field] Click on this button to add more property fields from a list. | |
| Properties fields of Meetings: Meeting Description* Meeting name* Activity date* [+Add Field] Click on this button to add more property fields from a list. | |
(*) required field
Delete Engagement Copy Link
This Method is typically used to remove unwanted or outdated engagement records from your HubSpot CRM.
Additionally, be cautious when deleting engagements. While it can be helpful to remove outdated or irrelevant records, it’s important to ensure you’re not deleting any valuable data. If you’re unsure whether to delete an engagement, consider archiving it instead.
Additionally, be cautious when deleting engagements. While it can be helpful to remove outdated or irrelevant records, it’s important to ensure you’re not deleting any valuable data. If you’re unsure whether to delete an engagement, consider archiving it instead.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Delete Engagement |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Calls Emails Notes Tasks Meetings | This parameter specifies the type of HubSpot Engagement you want to delete. |
| Map Fields | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
(*) required field
Get Engagement Copy Link
This Method allows you to retrieve specific engagement records from your HubSpot database.
This can be useful for analyzing customer interactions, tracking sales activities, and generating reports.
This can be useful for analyzing customer interactions, tracking sales activities, and generating reports.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Get Engagement |
| Connection* | Select your connection or create one |
| Entity*(Set of data that contain information): Calls Emails Notes Tasks Meetings | This parameter specifies the type of HubSpot Engagement you want to retrieve. |
| Map Fields | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
| If not found, consider as: Failed or success | This field defines what should happen if the specified Record ID doesn’t match any record in HubSpot. |
| Properties to retrieve [+Element ] Field name (e.g. Pipeline, Queue, Notes) | This parameter allows you to specify which properties of the Engagement record you want to retrieve. For example, if you’re retrieving a Note engagement, you might specify properties like “create date,” “body preview,” and “note body.” |
(*) required field
Update Engagement Copy Link
This Method allows you to modify existing Engagement records in your HubSpot database.
This can be useful for correcting errors, adding additional details, or updating the status of an Engagement.
This can be useful for correcting errors, adding additional details, or updating the status of an Engagement.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Update Engagement |
| Connection* | Select your connection or create one |
| Entity* (Set of data that contain information): Calls Emails Notes Tasks Meetings | This parameter specifies the type of HubSpot Engagement (Entity) you want to update. |
| Map Fields [+Add Field] you can additionally create custom fields based on “properties” level. The field will be outside the “Properties” group but still part of the “Update Engagement” process. | |
| Record ID* | The input field allows you to map the data from a previous step in the Flow (such as a form submission or an email trigger). With the “default value “field, you can select the ID from a dynamic list. |
| Properties* [Add Field] Field name | This parameter allows you to specify which properties of the Engagement you want to update. For example, if you’re updating a Call Engagement, you might specify properties like “Call and meeting type,” “Call status,” and “To number.” |
(*) required field
Upsert Engagement Copy Link
Upserting is a combination of “update” and “insert.” In the context of HubSpot CRM, the “upsert engagement” Method allows you to create a new engagement record or update an existing one based on a matching criteria.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Upsert Engagement |
| Connection* | Select your connection or create one |
| Entity* (Set of data that contain information): Calls Emails Notes Tasks Meetings | This parameter specifies the type of HubSpot Engagement(entity) you want to create. |
| MATCHING CRITERIA [+Add Criteria] Click on this button to add more matching criteria. Criteria field* (select the criteria fields from your HubSpot entity, e.g. email). Equals (the upsert process will look for the criteria whose matches the value provided in the input or default value field. | This section allows you to define criteria (fields) that HubSpot will use to check whether an Engagement already exists. For example, you might match based on “Task Title”. If the matching criteria are met (e.g., an existing record with the same task title), HubSpot will update that Engagement. If not, it will create a new Engagement. |
| Map Fields [+Add Field] you can additionally create custom fields based on “properties” level. The field will be outside the “Properties” group but still part of “Upsert engagement” process. | |
| Properties* | Field properties of your Engagement entity that you want to create. |
| Properties fields of Call: Call Title* Activity Date* [+Add field] Click on this button toadd more property fields from a list. | This parameter allows you to specify which properties of the Engagement(entity) you want to create. For example, if you’re adding a Call engagement, you might specify properties like “Call Title,” “Activity Date,” and “From Number.” |
| Properties fields of Emails: Email Direction* Email Subject* Email to Address* Activity Date* [+Add field] Click on this button to add more property fields from a list. | |
| Properties fields of Notes: Note Body* Activity Date* [+Add field] Click on this button to add more property fields from a list. | |
| Properties fields of Tasks: Notes* Task Title* Due date* [+Add field] Click on this button toadd more property fields from a list. | |
| Properties fields of Meetings: Meeting Description* Meeting name* Activity date* [+Add field] Click on this button to add more property fields from a list. | |
(*) required field
d – FILES (PAID VERSION) Copy Link
Require Developer API Key & App ID in app connection, refer to the connection steps.
HubSpot’s File Manager is a centralized storage tool on the platform that assists users in managing and organizing different files, such as images, documents, and assets utilized in marketing, sales, and service tasks. It is particularly beneficial for storing assets such as logos, PDFs, and videos for marketing efforts, blogs, and landing pages.
Use Wiresk to automate file handling, such as:
- Automatically creating folders when a new project or campaign is initiated.
- Uploading and organizing assets directly from Flows.
- Retrieving and using stored assets in marketing emails, landing pages, or social media posts.
Create a Folder Copy Link
This Method allows you to automatically create a folder in your HubSpot account. This method is often used to organize assets, files, or other resources within HubSpot.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Create a Folder |
| Connection* | Select your connection or create one |
| Map Fields | |
| Parent Folder ID Folder Id and Folder Path parameters cannot be set at the same time. | Select an existing folder in your HubSpot database under which the new folder will be created. If no parent folder is specified, it would default to the root directory. |
| Parent Folder Path Folder Id and Folder Path parameters cannot be set at the same time. | This field is used to specify the path (or location) of an existing folder, where the new folder will be created. (E.g. marketing/2024/) |
| Name* | Name of the folder you want to create. |
(*) required field
Delete a File Copy Link
This Method will mark the file as deleted and make the content of the file inaccessible.
To permanently delete a file, use the Method GDPR Delete File.
To permanently delete a file, use the Method GDPR Delete File.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Delete a File |
| Connection* | Select your connection or create one |
| Map Fields | |
| File ID* | In the default value field, select the specific file you want to remove within a dynamic list of available files in your HubSpot database. |
(*) required field
GDPR Delete a file Copy Link
This Method will permanently delete the file’s content and metadata within 7 days.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | GDPR Delete a File |
| Connection* | Select your connection or create one |
| Map Fields | |
| File ID* | In the default value field, select the specific file you want to permanently remove within a dynamic list of available files in your HubSpot database. |
(*) required field
Get file Copy Link
This Method will return the file with details such as name, height and width, encoding, the URL, and more.
If a file is set to private, the returned URL will result in an error.
If a file is set to private, the returned URL will result in an error.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Get File |
| Connection* | Select your connection or create one |
| Map Fields | |
| File ID* | In the default value field, select the specific file you want to retrieve information from within a dynamic list of available files in your HubSpot database. |
| If Not Found, Consider as*: Failed or success | This field defines what should happen if the specified File ID doesn’t match any file in HubSpot. |
(*) required field
Get Folder Copy Link
This Method Retrieves detailed information about a specified folder, including its name, creation date, modified date, parent folder, and subfolders.
You can use the “Get Folder” Method in Wiresk to:
Retrieve a list of files within a specific folder: Use the “Get file” Method with the folder ID obtained from “Get Folder” “to retrieve a list of files within that folder.
Check if a folder exists: Use the “Get Folder” Method with a specified folder ID.
Create subfolders: Use the “Create Folder” to create subfolders within a specific folder.
You can use the “Get Folder” Method in Wiresk to:
Retrieve a list of files within a specific folder: Use the “Get file” Method with the folder ID obtained from “Get Folder” “to retrieve a list of files within that folder.
Check if a folder exists: Use the “Get Folder” Method with a specified folder ID.
Create subfolders: Use the “Create Folder” to create subfolders within a specific folder.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Get Folder |
| Connection* | Select your connection or create one |
| Map Fields | |
| Folder ID * | In the default value field, select the specific folder you want to retrieve information from within a dynamic list of available folders in your HubSpot database. |
| If Not Found, Consider as*: Failed or success | This field defines what should happen if the specified Folder ID doesn’t match any folder in HubSpot. |
(*) required field
Update File Properties Copy Link
This Method allows you to modify the properties of a file that is stored in HubSpot’s File Manager.
This method is typically used to update metadata or specific attributes associated with a file, such as its name, path, or other custom properties.
This method is typically used to update metadata or specific attributes associated with a file, such as its name, path, or other custom properties.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Update File Properties |
| Connection* | Select your connection or create one |
| Map Fields | |
| File ID * | In the default value field, select the specific file you want to update information from within a dynamic list of available files in your HubSpot database. |
| Access type | Change the access type of your file to: Public, not indexable Public, indexable Private |
| Parent Folder ID Folder Id and Folder Path parameters cannot be set at the same time. | Folder where the file should be moved to. |
| Parent Folder Path Folder Id and Folder Path parameters cannot be set at the same time. | Manually enter the Folder Path, where the file should be moved to. |
| Name | Update the file name |
| Usable in Content: True – False | Define if this file can be use in content. |
(*) required field
Upload a File Copy Link
This Method allows you to automate the process of adding files to HubSpot’s File Manager.
This is useful for businesses that need to store and manage files such as images, PDFs, or documents that are used in various marketing, sales, and customer service activities.
This is useful for businesses that need to store and manage files such as images, PDFs, or documents that are used in various marketing, sales, and customer service activities.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Upload a File |
| Connection* | Select your connection or create one |
| Map Fields | |
| Upload By * | Choose the way to upload your file between: File Data This method will use Base64-encoded data to upload a file. Refer to Base64 encoding documentation. Or URL Upload a file from a given URL |
| Upload by File Data: File (base64-encoded data) File Name* Extension* Content (base64) * | Name of your file. Extension of your file (e.g. png). Copy past the base64-encoded data here. |
| Or Upload by URL URL* | Address URL of your image |
| Access Type* | Define the access type of your file: Public, not indexable Public, indexable Private |
| Folder ID Folder Id and Folder Path parameters cannot be set at the same time. | Folder where the file should be moved to. |
| Folder Path Folder Id and Folder Path parameters cannot be set at the same time. | Manually enter the Folder Path, where the file should be moved to. |
| Overwrite*: True-False | Option to overwrite existing file with the same name and extension in the folder |
(*) required field
e – OWNER Copy Link
HubSpot owners assign specific users to records, activities, or marketing tasks, and can be used in personalization tokens for your content. Owners are automatically created and updated in HubSpot when new users are added.
Source: HubSpot
Get Owner Copy Link
This Method retrieves an owner’s identifying details, including the owner ID. This identifier can then be used to assign ownership to CRM records in HubSpot.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Get Owner |
| Connection* | Select your connection or create one |
| Map Fields | |
| Owner ID * | In the default value field, select the specific Owner you want to retrieve information from within a dynamic list of available Owners in your HubSpot database. |
| If Not Found, Consider as*: Failed or success | This field defines what should happen if the specified Owner ID doesn’t match any folder in HubSpot. |
(*) required field
f – ASSOCIATIONS Copy Link
Associations represent the relationships between objects and activities in the HubSpot CRM. Record associations can exist between records of different objects (e.g., Contact to Company), as well as within the same object (e.g., Company to Company).
Source: HubSpot Associations overview
Create an Association Copy Link
This Method allows you to link two objects (records) in HubSpot. For example, you could associate a Contact with a Deal or a Company, which helps organize relationships between different HubSpot objects.
Use Case:
Imagine you have a contact that you want to associate with a specific deal in HubSpot. You would:
Set From object type to “Contacts” and select the contact in From object ID.
Set To object type to “Deals” and select the deal in To object ID.
Use Case:
Imagine you have a contact that you want to associate with a specific deal in HubSpot. You would:
Set From object type to “Contacts” and select the contact in From object ID.
Set To object type to “Deals” and select the deal in To object ID.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Create an Association |
| Connection* | Select your connection or create one |
| Map Fields | |
| From Object Type*: Contacts Companies Deals Tickets Calls Emails Notes Tasks Meetings | Defines the type of the first object you want to associate. |
| From Object ID* | Select within a dynamic list of available Object ID from the Object Type. |
| To Object Type* | Defines the type of the second object you’re associating with the first. |
| To Object ID* | Select within a dynamic list of available Object ID from the Object Type. |
(*) required field
Delete an Association Copy Link
This Method is used to remove the link or relationship between two objects in HubSpot.
For example, if a contact was associated with a company, you can use this method to remove that association.
For example, if a contact was associated with a company, you can use this method to remove that association.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Delete an Association |
| Connection* | Select your connection or create one |
| Map Fields | |
| From Object Type*: Contacts Companies Deals Tickets Calls Emails Notes Tasks Meetings | Defines the type of the first object involved in the association. |
| From Object ID* | Select within a dynamic list of available Object ID from the Object Type. |
| To Object Type* | Defines the type of the second object that is associated with the first. |
| To Object ID* | Select within a dynamic list of available Object ID from the Object Type. |
(*) required field
g – WORKFLOW AND SUBSCRIPTION Copy Link
Use workflows in HubSpot CRM to automate your marketing, sales, and service processes.
Set enrollment criteria to enroll specific records or manually enroll your contacts.
Subscription: Manage and assign a contact’s email subscription preferences.
It involves adding a contact to a specific email subscription list, typically for marketing communications, newsletters, or other types of email campaigns.
Add a Contact to a Workflow Copy Link
This Method allows you to enroll a contact to a workflow if certain conditions are met.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Add a Contact to a Workflow |
| Connection* | Select your connection or create one |
| Map Fields | |
| Email* | Select the contact’s email you wish to enroll in the workflow. |
| Workflow ID* | Select your existing Workflow to add your contact. |
(*) required field
Remove a Contact from a Workflow Copy Link
If a contact is removed from a workflow, all future events that they are scheduled for will not take place.
One application of this endpoint could be removing a contact from a marketing automation workflow if they are closed as a customer in your CRM.
One application of this endpoint could be removing a contact from a marketing automation workflow if they are closed as a customer in your CRM.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Remove a Contact from a Workflow |
| Connection* | Select your connection or create one |
| Map Fields | |
| Email* | Select the contact’s email you wish to unenroll in the workflow. |
| Workflow ID* | Select your existing Workflow to remove your contact. |
(*) required field
Subscribe a Contact Copy Link
This Method is used to manage and assign a contact’s email subscription preferences. It involves adding a contact to a specific email subscription type, typically for marketing communications, newsletters, or other types of email campaigns.
When you add or subscribe a contact, their email address is stored as a key identifier in HubSpot’s CRM.
If the contact is already in your HubSpot database, you can update their email subscription preferences. If they are not yet in the database, HubSpot will first create a new contact record with their email address before subscribing them to a list or campaign.
HubSpot uses the email address as a unique identifier to ensure that communications are sent to the correct individual and to track engagement (e.g., email opens, clicks, or unsubscribes).
When you add or subscribe a contact, their email address is stored as a key identifier in HubSpot’s CRM.
If the contact is already in your HubSpot database, you can update their email subscription preferences. If they are not yet in the database, HubSpot will first create a new contact record with their email address before subscribing them to a list or campaign.
HubSpot uses the email address as a unique identifier to ensure that communications are sent to the correct individual and to track engagement (e.g., email opens, clicks, or unsubscribes).
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Subscribe a Contact |
| Connection* | Select your connection or create one |
| Map Fields | |
| Email* | Enter the Contact’s email you wish to subscribe: Existing Contact: If the email is already in the database, HubSpot will update their subscription preferences. New Contact: If the email is not in the database, HubSpot will create a new contact record. |
| Subscription ID* | Select the subscription type(s) to include the contact in. |
| Legal Basis choices: Legitimate interest PQL Legitimate interest client Performance of contact Consent with notice Non GDPR Process and store Legitimate interest other | Select the legal basis for contacting the person (required for GDPR enabled portals). |
| Legal Basis Explanation | write a short explanation of how consent was gathered. |
(*) required field
Unsubscribe a Contact Copy Link
Unsubscribe a contact from the given subscription type. Note that you cannot subscribe to the contact to the same email address again.
This Method is not valid to use for unsubscribing a contact at a brand or portal level and will return an error.
Source: HubSpot doc unsubscribe a contact.
This Method is not valid to use for unsubscribing a contact at a brand or portal level and will return an error.
Source: HubSpot doc unsubscribe a contact.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | Unsubscribe a Contact |
| Connection* | Select your connection or create one |
| Map Fields | |
| Email* | Select the email you wish to unsubscribe |
| Subscription ID* | Select the subscription type(s) to unsubscribe the email from. |
| Legal Basis choices: Legitimate interest PQL Legitimate interest client Performance of contact Consent with notice Non GDPR Process and store Legitimate interest other | Legal basis for updating the contact’s status (required for GDPR enabled portals). |
(*) required field
h – EVENTS AND NOTIFICATION (PAID VERSION) Copy Link
Require Developer API Key & App ID in app connection, refer to the connection steps.
Create a Timeline Event Copy Link
Creates or updates a timeline event.
e – OTHER Copy Link
List Deals/Tickets Pipelines Copy Link
This endpoint is used to get all pipelines for either deals or tickets. (These are currently the only supported object types for this endpoint).
Use case for this endpoint: It can be used to sync all of a particular company’s deal pipelines to an external system.
Note: This endpoint requires either the contacts scope (to fetch deals pipelines) or the tickets scope.
Source: HubSpot Docs Pipelines
Use case for this endpoint: It can be used to sync all of a particular company’s deal pipelines to an external system.
Note: This endpoint requires either the contacts scope (to fetch deals pipelines) or the tickets scope.
Source: HubSpot Docs Pipelines
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a previous step.
- Default Value: You can specify a fixed attribute.
| Name* | List Deals/Tickets Pipelines |
| Connection* | Select your connection or create one |
| Map Fields | |
| Object Type*: Deals Tickets | Select the HubSpot Object type that you want to retrieve the pipelines information. |
(*) required field
6 – Test run or automate your Flow Copy Link
After setting up your Flow, you can choose to:
- “Run once”, your Flow will run only a single time. You can use this function to test your Flow. Refer to how to set up an HTTP Trigger, in the Trigger setting step.
- “Run Scheduler” will automate your Flows with the recurrence rule you previously defined.
For more details, refer to How to run a Flow tutorial in our Help Center.
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.
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If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.
If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.