HubSpot CRM – Files, Workflows, Events

Estimated reading time: 13 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 - Files, Workflows, Events

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.
HUBSPOT HubSpot CRM - Files, Workflows, Events

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.

HUBSPOT HubSpot CRM - Files, Workflows, Events
Require Developer API Key & App ID in app connection, refer to the Advanced connection steps.

Once your Flow is configured, you can test or automate it using the Run panel or by managing Triggers from the Flow Management screen.

  • Run Flow: Manually runs the Flow once using sample data. Ideal for testing logic and field mapping. See How to Run a Flow.
  • Run Scheduler: Force-runs the Trigger immediately using live input. This bypasses the recurrence rule and is useful for verifying real data mapping. Learn more in Wiresk Scheduler – The Fundamentals.

From the Trigger management panel (clock icon), you can:

  • Activate or deactivate Triggers
  • Force-run the scheduler
  • Copy Routing Keys (for HTTP Triggers)

If your Flow uses a Webhook Trigger, it runs automatically on each incoming webhook—no scheduler required. It remains active until you manually deactivate it.