HubSpot
Manage contacts, deals, companies, tickets, notes, and tasks in HubSpot CRM.
Overview
Sync CRM data, automate pipeline stages, and trigger workflows from HubSpot contact and deal events. Covers the full contact lifecycle from creation through deal close.
How to configure
Navigate to Integrations in your Collabase Workspace Settings.
Click Connect Account and configure your authentication credentials.
Available Triggers
| Name | Parameters |
|---|---|
| Contact Created | A new HubSpot contact is created |
| Contact Updated | A contact's property value is changed |
| Deal Created | A new deal is added to the pipeline |
| Deal Stage Changed | A deal moves to a different pipeline stage |
| Deal Won | A deal is marked as closed-won |
| Deal Lost | A deal is marked as closed-lost |
| Company Created | A new company record is created |
| Ticket Created | A new support ticket is opened |
Available Actions
| Name | Parameters |
|---|---|
| Create Contact | email, firstName, lastName, phone, company |
| Update Contact | contactId, properties{} |
| Get Contact | contactId |
| Search Contacts | filterProperty, filterValue, limit |
| Create Deal | dealName, pipeline, dealStage, amount, closeDate, associatedContactId |
| Update Deal | dealId, properties{} |
| Get Deal | dealId |
| Create Company | name, domain, industry |
| Create Note | body, contactId, dealId |
| Create Task | subject, body, dueDate, priority, contactId |
| Create Ticket | subject, content, pipeline, status, priority |
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