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HubSpot CRM – Contacts, Associations, Subscribe

Estimated reading time: 4 min

What your automation will do…

A connection to your HubSpot account is needed so we can sync it with our platform.
Refer to HubSpot CRM – connection.
You can include between 1 and 255 Methods to build complex Flows.
HUBSPOT HubSpot CRM - Contacts, Associations, Subscribe

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 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.

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 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.


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

HUBSPOT HubSpot CRM - Contacts, Associations, Subscribe

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

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.

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

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.

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 Entity*:Defines the first entity involved in the association:
Contacts, Companies, Deals, Tickets, Calls, Emails, Notes, Tasks, Meetings.
From Entity Record ID*Select within a dynamic list of available record ID.
To Entity*Defines the second entity that is associated with the first.
To Entity Record ID*Select within a dynamic list of available record ID.

(*) required field

HUBSPOT HubSpot CRM - Contacts, Associations, Subscribe

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 a list of subscription status definitions from the account.
 
refer to HubSpot Get subscription definitions.

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 IDIf 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 TranslationsSet to true to return subscription translations associated with each definition.

(*) required field

Retrieve a contact’s current email subscription status.

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

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).

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 Explanationwrite a short explanation of how consent was gathered.

(*) required field

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.

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


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.
  • “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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