HubSpot

The HubSpot Node allows you to sync your records or newly discovered data from your workflow directly into your HubSpot CRM.

It supports both Contact and Company objects — so whether you’re generating net-new records or updating existing ones, this node helps keep your HubSpot instance fresh and aligned with your data.

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When to Use It

Use the HubSpot node when you want to:

• Automatically push enriched/discovered contact or account data into HubSpot

• Add leads or companies discovered by AI

• Keep CRM records up-to-date with external data

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Configuration Overview

Here's what each field and option does:

Account

Select the connected HubSpot account you want to sync data into. You’ll need to have an integration set up before this step.

Action Event

Currently, the supported action is:

• Objects to Sync – Select if you're interested in syncing companies or contacts.

Sync Options

You can toggle each of these depending on what you want the workflow to do:

• Create Companies Adds a new company to HubSpot if it doesn't already exist.

• Update Companies Updates existing companies in HubSpot using the matched record.

• Create Contacts Adds a new contact to HubSpot if it doesn’t already exist.

• Update Contacts Updates existing contacts in HubSpot with enriched or discovered data.

You can enable one, several, or all options depending on your sync goals.

Custom Fields

1. Custom Fields Selection

This is where you select which CRM field you want to write to. You can either create or search to find an existing HubSpot field (e.g., Account Type, Billing Country, or your custom fields like HockeyStack Score).

2. Selected Field Summary

Once you select a field, you’ll see detailed information:

• Field Label: The human-readable name (e.g., HockeyStack Score).

• Field Name: The internal API name used by HubSpot (e.g., HS_hockeystack_score).

• Field Type: The data type of the field in HubSpot (e.g., string, boolean, etc).

• Value Type:

  • Static: You define a fixed value that is always sent (e.g., always "Marketing Qualified").

  • Dynamic: The value comes from a property in HockeyStack (e.g., the actual intent score or account stage at the time of sync).

3.1 Value (When Static is Selected)

• When Static is chosen, this input lets you write anything that will be synced into the selected CRM field.

• For example, you might map value true to a property like Is Marketing Qualified.

3.2. Property (When Dynamic is Selected)

• When Dynamic is chosen, this dropdown lets you select a HockeyStack property to sync into the selected CRM field.

• For example, you might map HockeyStack Score to a property like Intent Score.