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A workflow can write back to HubSpot, not just read it. Two action steps do this:
  • Create HubSpot record — makes a new record, setting the properties you specify.
  • Update HubSpot record — sets a property on an existing record.
Both work on the same three object types: account, contact, and deal.

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How to use it

Create a record
  1. Add a Create HubSpot record step.
  2. Choose the object — account, contact, or deal.
  3. Set at least one property on the new record. Each value can be typed in or pulled from an earlier step with a {{variable}}.
Update a record
  1. Add an Update HubSpot record step.
  2. Point it at the record to update, using its HubSpot record id from an earlier step — for example, the account on the meeting or a record you looked up.
  3. Choose the property and the value to write.

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Good to know

  • Writing to HubSpot requires a connected HubSpot integration with write access for your workspace.
  • Each step acts on one record per run. To create or update many, place the step inside a loop over a set of records.
  • The id of a record you just created is available to later steps, so you can chain a follow-up — create a record, then update it — off what you made.
  • You can require human review on a write, so a person approves before it commits.

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In practice

When a new contact turns up on a call, create the HubSpot contact from the meeting’s attendee details, then update the associated deal’s next-step property — automatically, so the CRM reflects the conversation without anyone re-keying it. Questions? We’re here to help at support@clearskies.cc