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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.
You can refer to HubSpot API reference documentation for further information.
1 – 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 our 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.
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There are 2 types of connections available:
- OAuth Connection
- OAuth Advanced Connection
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Connection by OAuth Connection Copy Link
- Give a Name to your connection, e.g., “HubSpot OAuth Connection”.
- Select the connection type “OAuth Connection“.
- Select your HubSpot CRM version, then click on Authorize button.
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- You will be redirected to HubSpot connection page.
- Sign in to your HubSpot account or if you have previously logged in, choose your account.
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- 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.
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- You are redirected back to Wiresk connection screen.
- You can notice the email address from your HubSpot CRM account, in the Email field.
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- Now, just click on the “Save” button. Voila! Your HubSpot CRM account has been added to Wiresk “My Apps” via OAuth Connection.
Connection by OAuth Advanced Connection Copy Link
HubSpot paid account and developer account is required.
Prerequisite:
To establish the connection using advanced settings, you must:
▪️ Create your HubSpot developer account.
▪️ Create a HubSpot test account.
▪️ Create a HubSpot CRM custom application.
▪️ Create your HubSpot CRM developer API key.
Create a HubSpot CRM App Copy Link
- Go to HubSpot Developers website: https://developers.hubspot.com/get-started
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- Choose the “App Developer account” then create your developer account or continue with your existing one.
- On your developer home page, in the left section, go to Apps tab, then look up at the top right corner and click on “Create app”.
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In the App Info tab, enter the following details:
- Public app name: Name your app.
- App logo (Optional): Upload your app logo.
- Description (Optional): Describe your app details.
In the Auth tab, enter the following details:
- Sample install URL (OAuth): This field can be left blank.
- Redirect URLs: Users must be redirected to one of these locations after granting access to your app, enter
https://api.wiresk.com/api/auth/callback
- Scopes: Set the scopes permissions by clicking on [+ Add new scope]
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- Check all the needed scopes, see the Required and optional scopes list below.
List of required scopes to select.
automation
content
crm.lists.read
crm.lists.write
crm.objects.commercepayments.read
crm.objects.companies.read
crm.objects.companies.write
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.custom.read
crm.objects.custom.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.goals.read
crm.objects.invoices.read
crm.objects.line_items.read
crm.objects.line_items.write
crm.objects.marketing_events.read
crm.objects.marketing_events.write
crm.objects.owners.read
crm.objects.quotes.read
crm.objects.quotes.write
crm.objects.subscriptions.read
crm.schemas.companies.read
crm.schemas.companies.write
crm.schemas.contacts.read
crm.schemas.contacts.write
crm.schemas.custom.read
crm.schemas.deals.read
crm.schemas.deals.write
crm.schemas.line_items.read
crm.schemas.quotes.read
e-commerce
files
files.ui_hidden.read
forms
forms-uploaded-files
integration-sync
sales-email-read
settings.users.read
tickets
timeline
List of optional scopes to select.
communication_preferences.read_write
marketing.campaigns.read
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- Click Update and Save changes.
- Scroll up to the App credentials section, copy the App ID, Client ID and Client Secret for the Advanced Connection.
Create your HubSpot developer API key Copy Link
- In the left panel, go to Keys section and click on Create key.
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- HubSpot will generate your Active API Key, click on show and copy the value, keep it for the Advanced Connection.
Create the Advanced Connection Copy Link
- in Wiresk, Go to My Apps section, then click on the Big ⊕ button.
- Search HubSpot CRM app and select the HubSpot icon.
- On the Prompted screen, give a Name to your connection, e.g., “HubSpot OAuth Advanced Connection”.
- Select the connection type “OAuth Advanced Connection“.
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- Enter your App ID previously saved during the HubSpot app creation step.
- Enter your User Developer API Key previously saved from the developer API key creation step.
- Enter Your Client ID and Client Secret previously saved during the HubSpot app creation step.
- Select the version of your HubSpot CRM. Then, click “Authorize”. This will take you to a screen where you can select your HubSpot account. If you’re developing, choose your “Test account”, otherwise, select your “Production account”.
Voila! You’ve successfully established an Advanced Connection to your HubSpot account.
B – 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”.
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- In Wiresk, go to “My apps” section, locate your HubSpot CRM connection. Click on the trash bin icon, then confirm the deletion.
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2 – Create your automated Flows with HubSpot CRM Copy Link
Now that HubSpot CRM is linked to Wiresk, you’re ready to start building Flows.
How to create a Flow (select to expand ↓ )
A – Create a Flow
- Select your Group, then on the Flow management screen click on “Create Flow”.
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B – Select the Trigger
- 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 settings (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.
C – Add an HTTP Trigger to your Flow
An HTTP Trigger allows you to manually activate your Flows.
- Click on the red plus button (+) again to add a Trigger for testing your Flow, then click on the button “HTTP Trigger”.
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- Write a description and select your API key or create a new one.
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- Click on save. Now you can use your HTTP Trigger to Manually run your Flow.
D – Add a Method to your Flow
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.
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- Search or scroll down to select the Methods from your favorite apps. Refer to Methods list and settings in this documentation.
E – Add Wiresk Tools to your Flow
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.
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
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) | Select the entity from which data will be retrieved: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Invoices, Quotes, Subscriptions, payments, Campaigns (Available in paid version Marketing Hub). |
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
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
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) | Select the entity from which data will be retrieved: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Invoices, Quotes, Subscriptions, payments, Campaigns (Available in paid version Marketing Hub). |
Related Entities | This section allows you to link related entities 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. |
Configure grouping | This tab allows you to group the retrieved records based on certain attributes or fields. |
Configure Columns | Configure which columns or fields of data will be retrieved and included in the output. Number of records: By default, 10 records will be shown. Begin at record: The display starts at record 0. Edit Columns: Customize which columns are displayed and retrieved. Minimum 1 column, maximum 50 columns. Configure Sorting: This option is for sorting the data in the columns by Ascending or descending order. Preview Data: To visualize the records, you must select at least 1 Columns. If you get this message:” Cannot convert undefined or null to object”, it means there is no records. |
(*) required field
Before saving your Trigger, don’t forget to use “Get Sample”.
Retrieve New Records Copy Link
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
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
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
List Timeline Event Template (Paid Version) Copy Link
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
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*: | This field allows you to select the criteria that will be used to filter the files. 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 |
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”.
4 – 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 – RECORDS Copy Link
Create Copy Link
▪️ Standard Object records: Entities Contacts, Companies, Deals, Tickets
▪️ Engagement records: Entities Calls, Emails, Notes, Tasks, Meetings
▪️ Products records: Entity Products
▪️ Quotes records: Entities Quotes
▪️ Campaigns records (Available in paid version Marketing Hub – Professional) Entities Campaigns
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Create |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information). | This parameter specifies the type of HubSpot record you want to create: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Quotes, Campaigns. |
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” process. | |
Properties* Field properties of your entity that you want to create. For example, if you’re adding a Contact, you might specify properties like “Email,” “Phone number,” and “Company“, or if you’re adding a Call engagement, you might specify properties like “Call Title,” “Activity Date,” and “From Number.” | Properties fields of Contacts: Email* First Name* Last Name* [+Add field] Click on this button to add more property fields from a list. Properties fields of Companies: Company Domain Name* Company Name* [+Add field] Add more property fields from a list. Properties fields of Deals: Deal Name* Deal Stage* Pipeline* [+Add field] Add more property fields from a list. Properties fields of Tickets: Pipeline* Ticket Status* Ticket Name* [+Add field] Add more property fields from a list. Properties fields of Calls: Call Title* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Email: Email Direction* Email Subject* Email to Address* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Notes: Note Body* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Tasks: Note* Task Title* Due date* [+Add Field] Add more property fields from a list. Properties fields of Meetings: Meeting Description* Meeting name* Activity date* [+Add Field] Properties fields of Products: Name* Unit Price* [+Add Field] Add more property fields from a list. Properties fields of Quotes: Expiration Date* Sender Email* Sender First Name* Sender Last Name* Sender Phone Number* Quote Approval Status* Quote Title* [+Add Field] Add more property fields from a list. Properties fields of Campaigns: Available in paid version Marketing Hub – Professional [+Add Field] Add more property fields from a list. |
(*) required field
Delete Copy Link
▪️ Engagement records: Entities Calls, Emails, Notes, Tasks, Meetings
▪️ Products records: Entity Products
▪️ Quotes records: Entities Quotes
▪️ Campaigns records (Available in paid version Marketing Hub – Professional) Entities Campaigns
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Delete |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information): | This parameter specifies the type of HubSpot record you want to Archive. Select an Entity : Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Quotes, Campaigns. |
Map Fields | |
Record ID* | Unique Identifier of a record, you can get the record ID from previous steps, or use the HubSpot Method “Search“. |
(*) required field
GDPR Delete Copy Link
⚠️ This action is irreversible. Once deleted, the record cannot be recovered.
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
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | GDPR Delete |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information): | Delete the Entity Contacts. |
Map Fields | |
Record ID* | Unique Identifier of the contact, you can get the record ID from previous steps, or use the HubSpot Method “Search“. |
(*) required field
Get Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Get |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information): | Specify the type of HubSpot record you want to retrieve: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Invoices, Quotes, Subscriptions, Payments, Campaigns (Available in paid version Marketing Hub). |
Map Fields | |
Record ID* | Unique Identifier of a record, you can get the record ID from previous steps, or use the HubSpot Method “Search“. |
If not found, consider as: Failed or success | Success – When Record ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
Properties to retrieve | This parameter allows you to specify which properties of the object you want to retrieve. [⊕ Element][⊕ Map] Add more fields or Map it from a Data Source. See Field Mapping. Field name For example, if you’re retrieving a contact, you might specify properties like “email,” “phone number,” and “company”. Property Fields that do not exist will be skipped. |
(*) required field
Merge Record Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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): | This parameter specifies the type of HubSpot object you want to retrieve: Contacts, Companies, Deals, Tickets. |
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
Search Copy Link
Method limitations see HubSpot search limitations.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Search |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information): | Specify the type of HubSpot object you want to search for: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Invoices, Quotes, Subscriptions, Payments, Campaigns (Available in paid version Marketing Hub). |
Map Fields [+Add Field] you can additionally create custom fields based on “properties” level. | |
Query | Limit the results to only records with matching property values. For example, you can search for all contacts with a first name “John”. |
After | To access the next page of results (after defining the records Limit per page), if “after ” isn’t provided, there are no additional results to display.For example, if “limit” is define at 20 records per page, you can define the field “ after ” at 20 to get the next page after 20 records. |
Limit | By default, the search will return pages of 10 records at a time. This can be changed by setting the “limit ” parameter. The maximum number of supported records per page is 200. |
Properties to retrieve | This parameter allows you to specify which properties of the object you want to retrieve. [⊕ Element][⊕ Map] Add more fields or Map it from a Data Source. See Field Mapping. Field name*: name of the property to retrieve. For example, if you’re retrieving a contact, you might specify properties like “email,” “phone number,” and “company”. Property Fields that do not exist will be skipped. |
Sorts | Use a sorting rule to list results in ascending or descending order. Field Name*: name of the property to sort. Sorting Direction*: Ascending – Descending Example: Filter contacts by ‘Create date’ in descending order to prioritize the most recently created ones. |
(*) required field
Update Copy Link
Entities available to update:
▪️ Standard Object records: Entities Contacts, Companies, Deals, Tickets
▪️ Engagement records: Entities Calls, Emails, Notes, Tasks, Meetings
▪️ Products records: Entity Products
▪️ Quotes records: Entities Quotes
▪️ Campaigns records (Available in paid version Marketing Hub – Professional) Entities Campaigns
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Update |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information): | This parameter specifies the type of HubSpot object you want to update: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Quotes, Campaigns. |
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* | Unique Identifier of a record, you can get the record ID from previous steps, or use the HubSpot Method “Search“. |
Properties* Field properties of your entity that you want to Update. For example, if you’re updating a Contact, you might specify properties like “Email,” “Phone number,” and “Company“, or if you’re updating the entity “Companies“, you might specify properties like “Company Domain Name,” “Industry Group,” and “Employee Range“. | Properties fields of Contacts: Email* First Name* Last Name* [+Add field] Click on this button to add more property fields from a list. Properties fields of Companies: Company Domain Name* Company Name* [+Add field] Add more property fields from a list. Properties fields of Deals: Deal Name* Deal Stage* Pipeline* [+Add field] Add more property fields from a list. Properties fields of Tickets: Pipeline* Ticket Status* Ticket Name* [+Add field] Add more property fields from a list. Properties fields of Calls: Call Title* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Email: Email Direction* Email Subject* Email to Address* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Notes: Note Body* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Tasks: Note* Task Title* Due date* [+Add Field] Add more property fields from a list. Properties fields of Meetings: Meeting Description* Meeting name* Activity date* [+Add Field] Properties fields of Products: Name* Unit Price* [+Add Field] Add more property fields from a list. Properties fields of Quotes: Expiration Date* Sender Email* Sender First Name* Sender Last Name* Sender Phone Number* Quote Approval Status* Quote Title* [+Add Field] Add more property fields from a list. Properties fields of Campaigns: Available in paid version Marketing Hub – Professional [+Add Field] Add more property fields from a list. |
(*) required field
Upsert Copy Link
For example, 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 new information.
Entities available to update:
▪️ Standard Object records: Entities Contacts, Companies, Deals, Tickets
▪️ Engagement records: Entities Calls, Emails, Notes, Tasks, Meetings
▪️ Products records: Entity Products
▪️ Quotes records: Entities Quotes
▪️ Campaigns records (Available in paid version Marketing Hub – Professional) Entities Campaigns
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Upsert |
Connection* | Select your connection or create one |
Entity*(Set of data that contain information): | This parameter specifies the type of HubSpot object you want to upsert: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings, Products, Quotes, Campaigns. |
MATCHING CRITERIA [+Add Criteria] Click on this button to add more matching criteria. | 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. 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. |
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. | This section is where you can define which fields of the entity to populate or update. Properties fields of Contacts: Email* First Name* Last Name* [+Add field] Click on this button to add more property fields from a list. Properties fields of Companies: Company Domain Name* Company Name* [+Add field] Add more property fields from a list. Properties fields of Deals: Deal Name* Deal Stage* Pipeline* [+Add field] Add more property fields from a list. Properties fields of Tickets: Pipeline* Ticket Status* Ticket Name* [+Add field] Add more property fields from a list. Properties fields of Calls: Call Title* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Email: Email Direction* Email Subject* Email to Address* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Notes: Note Body* Activity Date* [+Add Field] Add more property fields from a list. Properties fields of Tasks: Note* Task Title* Due date* [+Add Field] Add more property fields from a list. Properties fields of Meetings: Meeting Description* Meeting name* Activity date* [+Add Field] Properties fields of Products: Name* Unit Price* [+Add Field] Add more property fields from a list. Properties fields of Quotes: Expiration Date* Sender Email* Sender First Name* Sender Last Name* Sender Phone Number* Quote Approval Status* Quote Title* [+Add Field] Add more property fields from a list. Properties fields of Campaigns: Available in paid version Marketing Hub – Professional [+Add Field] 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
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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][⊕ Map] Add more Contact Record ID or Map it from a Data Source. See Field Mapping. Record ID* Select a contact records to add to your list. |
(*) required field
Remove Contact from List Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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][⊕ Map] Add more Contact Record ID or Map it from a Data Source. See Field Mapping. Record ID* Select a contact records to remove from your list. |
(*) required field
C – FILES (PAID VERSION) Copy Link
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
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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
To permanently delete a file, use the Method GDPR Delete File.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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 | Success – When File ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
Response example from: Get File Copy Link
{
"extension": "string",
"access": "PUBLIC_INDEXABLE",
"parentFolderId": "string",
"encoding": "string",
"type": "string",
"isUsableInContent": true,
"url": "string",
"expiresAt": 0,
"createdAt": "2025-01-20T07:52:49.612Z",
"archivedAt": "2025-01-20T07:52:49.612Z",
"archived": true,
"path": "string",
"size": 0,
"name": "string",
"width": 0,
"id": "string",
"defaultHostingUrl": "string",
"updatedAt": "2025-01-20T07:52:49.612Z",
"height": 0
}
(*) required field
Get File Uploaded by Url Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Get File Uploaded by Url |
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 | Success – When File ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
Response example from: Get File by URL Copy Link
{
"extension": "string",
"access": "PUBLIC_INDEXABLE",
"parentFolderId": "string",
"encoding": "string",
"type": "string",
"isUsableInContent": true,
"url": "string",
"expiresAt": 0,
"createdAt": "2025-01-20T07:52:49.612Z",
"archivedAt": "2025-01-20T07:52:49.612Z",
"archived": true,
"path": "string",
"size": 0,
"name": "string",
"width": 0,
"id": "string",
"defaultHostingUrl": "string",
"updatedAt": "2025-01-20T07:52:49.612Z",
"height": 0
}
(*) required field
Get Folder Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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 | Success – When Folder ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
(*) required field
Search for Files Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Search for Files |
Connection* | Select your connection or create one |
Map Fields | |
Properties to retrieve | This parameter allows you to specify which properties of the file you want to search for. [⊕ Element][⊕ Map] Add more fields or Map it from a Data Source. See Field Mapping. Field name For example, if you’re searching a file, you might specify properties like “extension”, “parentFolderId”, and “name”. Property Fields that do not exist will be skipped. |
(*) required field
Response example from: Search for Files Copy Link
},
"results": [
{
"extension": "string",
"access": "PUBLIC_INDEXABLE",
"parentFolderId": "string",
"encoding": "string",
"type": "string",
"isUsableInContent": true,
"url": "string",
"expiresAt": 0,
"createdAt": "2025-01-20T08:26:38.817Z",
"archivedAt": "2025-01-20T08:26:38.817Z",
"archived": true,
"path": "string",
"size": 0,
"name": "string",
"width": 0,
"id": "string",
"defaultHostingUrl": "string",
"updatedAt": "2025-01-20T08:26:38.817Z",
"height": 0
}
]
}
Search for Folders Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Search for Folders |
Connection* | Select your connection or create one |
Map Fields | |
Properties to retrieve | This parameter allows you to specify which properties of the folder you want to search for. [⊕ Element][⊕ Map] Add more fields or Map it from a Data Source. See Field Mapping. Field name For example, if you’re searching a folder, you might specify properties like “Create at”, “parent Folder Id”, and “name”. Property Fields that do not exist will be skipped. |
(*) required field
Response example from: Search for Folders Copy Link
},
"results": [
{
"createdAt": "2025-01-20T08:51:42.025Z",
"archivedAt": "2025-01-20T08:51:42.025Z",
"archived": true,
"path": "string",
"parentFolderId": "string",
"name": "string",
"id": "string",
"updatedAt": "2025-01-20T08:51:42.025Z"
}
]
}
Update File Properties Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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 where the file should be moved to. Folder Id and Folder Path parameters cannot be set at the same time. |
Parent Folder Path | Manually enter the Folder Path, where the file should be moved to. Folder Id and Folder Path parameters cannot be set at the same time. |
Name | Update the file name |
Usable in Content: | Define if this file can be use in content: True – False |
(*) required field
Upload a File Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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*: Name of your file. Extension*: Extension of your file (e.g. png). Content (base64) *: 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 where the file should be moved to. Folder Id and Folder Path parameters cannot be set at the same time. |
Folder Path | Manually enter the Folder Path, where the file should be moved to. Folder Id and Folder Path parameters cannot be set at the same time. |
Overwrite*: True-False | Option to overwrite existing file with the same name and extension in the folder |
(*) required field
D – 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
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Create an Association |
Connection* | Select your connection or create one |
Map Fields | |
From Object Type*: | Defines the type of the first object you want to associate: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings. |
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
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Delete an Association |
Connection* | Select your connection or create one |
Map Fields | |
From Object Type*: | Defines the type of the first object involved in the association: Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings. |
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
E – SUBSCRIBE Copy Link
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.
Get Subscription Statuses for a Contact Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Get Subscription Statuses for a Contact |
Connection* | Select your connection or create one |
Map Fields | |
Contact’s Email*: | Email of the contact to get it status. |
If Not Found, Consider as* | Success – When Folder ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
(*) required field
List Subscription Status Definitions Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | List Subscription Status Definitions |
Connection* | Select your connection or create one |
Map Fields [+Add Field] you can optionally add fields: Business unit ID, Include Translations. | |
Business unit ID | If you have the business unit add-on, include this parameter to filter results by business unit ID. The default Account business unit will always use 0 . |
Include Translations | Set to true to return subscription translations associated with each definition. |
(*) required field
Subscribe a Contact Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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: | Select the legal basis for contacting the person (required for GDPR enabled portals): Legitimate interest PQL Legitimate interest client Performance of contact Consent with notice Non GDPR Process and store Legitimate interest other |
Legal Basis Explanation | write a short explanation of how consent was gathered. |
(*) required field
Unsubscribe a Contact Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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: | Legal basis for updating the contact’s status (required for GDPR enabled portals): Legitimate interest PQL Legitimate interest client Performance of contact Consent with notice Non GDPR Process and store Legitimate interest other |
(*) required field
F – WORKFLOWS (PAID VERSION) 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.
Add a Contact to a Workflow Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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
Get Workflow Copy Link
When using this API, only certain actions are supported. If unsupported actions are included, the action type returned will be UNSUPPORTED_ACTION. For a list of supported actions, refer to the Supported Actions table.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Get Workflow |
Connection* | Select your connection or create one |
Map Fields | |
Workflow ID* | Select the existing Workflow to get it Metadata. |
(*) required field
Response example from: Get Workflow Copy Link
Example GET URL:
https://api.hubapi.com/automation/v3/workflows/10900
Example Response:
{
"name": "Testing 123",
"actions": [
],
"id": 10900,
"type": "DRIP_DELAY",
"enabled": false,
"portalId": 62515,
"internal": false,
"onlyExecOnBizDays": true,
"nurtureTimeRange": {
"enabled": false,
"startHour": 9,
"stopHour": 10
},
"listening": false,
"insertedAt": 1348564640837,
"updatedAt": 1467737836223,
"allowContactToTriggerMultipleTimes": false,
"unenrollmentSetting": {
"type": "NONE",
"excludedWorkflows": [
]
},
"recurringSetting": {
"type": "NONE"
},
"enrollOnCriteriaUpdate": false,
"onlyEnrollsManually": false,
"goalCriteria": [
[
{
"propertyObjectType": "COMPANY",
"filterFamily": "CompanyPropertyValue",
"withinTimeMode": "PAST",
"property": "active__c",
"value": "Yes",
"type": "enumeration",
"operator": "SET_ANY"
}
]
],
"reEnrollmentTriggerSets": [
],
"suppressionListIds": [
],
"lastUpdatedBy": "test@hubspot.com",
"segmentCriteria": [
],
"metaData": {
"triggeredByWorkflowIds": [
],
"succeededListId": 183192,
"contactListIds": {
"active": 68737,
"completed": 301,
"succeeded": 183192,
"enrolled": 300
}
}
}
List Workflows Copy Link
This Method can also be used when syncing to a CRM system to display a list of workflows a salesperson can enroll a prospect into. See HubSpot doc.
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | List Workflows |
Connection* | Select your connection or create one |
(*) required field
Response example from: List Workflows Copy Link
Example GET URL:
https://api.hubapi.com/automation/v3/workflows/
Example response:
{
"workflows": [
{
"name": "Testing 123",
"id": 10900,
"type": "DRIP_DELAY",
"enabled": false,
"insertedAt": 1348564640837,
"updatedAt": 1467737836223,
"personaTagIds": [
],
"contactListIds": {
"enrolled": 300,
"active": 68737,
"steps": [
]
}
},
{
"name": "Test 2",
"id": 12707,
"enabled": false,
"insertedAt": 1349673659792,
"updatedAt": 1349673659792,
"personaTagIds": [
],
"contactListIds": {
"enrolled": 309,
"active": 68738,
"steps": [
]
}
},
{
"name": "Example Workflow",
"id": 23505,
"enabled": false,
"insertedAt": 1353448650631,
"updatedAt": 1353448650631,
"personaTagIds": [
],
"contactListIds": {
"enrolled": 318,
"active": 68740,
"steps": [
]
}
},
// ...
]
}
Remove a Contact from a Workflow Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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
G – EVENTS AND NOTIFICATION (PAID VERSION) Copy Link
Create a Single Event Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Create a Single Event |
Connection* | Select your connection or create one |
Map Fields | |
Event Template ID* | Select the Template Event. |
Object ID | The CRM object identifier. This is required for every event other than contacts (where utk or email can be used). |
UTK | Use the utk parameter to associate an event with a contact by usertoken . This is recommended if you don’t know a user’s email, but have an identifying user token in your cookie. |
The email address used for contact-specific events. This can be used to identify existing contacts, create new ones, or change the email for an existing contact (if paired with the objectId ). | |
Domaine | The event domain (often paired with utk). |
Date | The time the event occurred. If not passed in, the curren time will be assumed. This is used to determine where an event is shown on a CRM object’s timeline. Value example: “2020-01-30T17:42:10.276Z” |
Tokens* | A collection of token keys and values associated with the template tokens. [⊕ Element][⊕ Map] Add more Extra data fields or Map it from a Data Source. See Field Mapping. Key* Value* |
Timeline Frame | If included, the event will display a link that will open an IFrame. This is an object that must have the following fields: Link Label*: The text used to display the link that will display the IFrame. Header Label*: The label of the modal window that displays the IFrame contents. URL*: The URI of the IFrame contents. Width*: The width of the modal window in pixels. Height*: The hight of the modal window in pixels. |
(*) required field
Response example from: Create a Single Event Copy Link
{
"objectType": "contacts",
"id": "petspot:1001298:art3mis-pup@petspot.com-004",
"eventTemplateId": "1001298",
"email": "art3mis-pup@petspot.com",
"objectId": "28001",
"timestamp": "2020-01-30T17:42:10.276Z",
"tokens": {
"petName": "Art3mis",
"petColor": "black",
"petAge": "3"
},
"extraData": {
"questions": [
{
"question": "Who's a good girl?",
"answer": "Bark!"
},
{
"question": "Do you wanna go on a walk?",
"answer": "Woof!"
}
]
},
"timelineIFrame": {
"linkLabel": "View Art3mis",
"headerLabel": "Art3mis dog",
"url": "https://my.petspot.com/pets/Art3mis",
"width": 600,
"height": 400
}
}
H – 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
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- 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* | Success – When Owner ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
(*) required field
I – OTHER Copy Link
Get a Record Property Copy Link
Configuration Table:
Input Options:
- Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | Get a Record Property |
Connection* | Select your connection or create one |
Map Fields | |
Record Type * | Select the Object Type. |
Property Name* | The internal property name, which must be used when referencing the property. |
If Not Found, Consider as* | Success – When Owner ID is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow. Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action. |
(*) required field
Response example from: Get a Record Property Copy Link
{
"createdUserId": "string",
"hidden": false,
"modificationMetadata": {
"readOnlyOptions": true,
"readOnlyValue": true,
"readOnlyDefinition": true,
"archivable": true
},
"displayOrder": 2,
"description": "string",
"showCurrencySymbol": true,
"label": "My Contact Property",
"type": "enumeration",
"hubspotDefined": true,
"formField": true,
"createdAt": "2025-01-21T04:14:12.423Z",
"archivedAt": "2025-01-21T04:14:12.423Z",
"archived": true,
"groupName": "contactinformation",
"referencedObjectType": "string",
"name": "my_contact_property",
"options": [
{
"hidden": false,
"displayOrder": 1,
"description": "Choice number one",
"label": "Option A",
"value": "A"
}
],
"calculationFormula": "string",
"hasUniqueValue": false,
"fieldType": "select",
"updatedUserId": "string",
"calculated": true,
"externalOptions": true,
"updatedAt": "2025-01-21T04:14:12.423Z"
}
List Deals/Tickets Pipelines Copy Link
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 Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
- Default Value: You can specify a fixed attribute.
Name* | List Deals/Tickets Pipelines |
Connection* | Select your connection or create one |
Map Fields | |
Object Type*: | Select the HubSpot Object type that you want to retrieve the pipelines information: Deals Tickets |
(*) required field
5 – 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.
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.