Using HubSpot actions in action flows

Before you can include external actions in your action flows, you must connect the action builder to the external system.


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Summary: ◀▼
You can connect action flows to HubSpot to automate CRM tasks like creating, updating, and looking up contacts, companies, deals, tickets, and users. Use a dedicated service account for secure OAuth 2.0 authentication. This integration helps manage customer data and sales processes within your workflows, improving collaboration and data consistency across platforms.


By connecting the action builder to external systems, such as HubSpot, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.
Note: The steps associated with external systems in action flows are
referred to collectively as external actions.

This article contains the following topics:
Connecting HubSpot to action builder
Using HubSpot actions in action flows




Connecting HubSpot to action builder

Before you can include external actions in your action flows, you must connect the
action builder to the external system.
When connecting to external systems for use in action flows, the following best practices are recommended:
All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.
All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.



To connect action builder to HubSpot
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Action
flows.

Create or edit an action flow.
Open the step sidebar.
Under External actions, click HubSpot.
Click Connect.
Follow HubSpot's prompts to authenticate and complete the connection. The
HubSpot connection uses OAuth 2.0 for secure authentication. You'll be
redirected to HubSpot to authorize access to your account. The connector
automatically handles token refresh when needed.

Note: All external actions performed by an action flow
are attributed to the user who connected the external system. Therefore,
it is a best practice to use a dedicated service account rather than
personal credentials when connecting to each external
system.



After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
HubSpot.



Using HubSpot actions in action flows

The following HubSpot actions are available:
Create contact
Update contact
Lookup contact
Create company
Update company
Lookup company
Create deal
Update deal
Lookup deal
Create ticket
Update ticket
Lookup ticket
Lookup user




Creating a contact

Use the Create contact action to create a new CRM contact using common
standard fields.
This action has the following inputs and outputs:










Variables




Inputs
Required: Email Optional:
First name, Last
name, Phone,
Mobile phone, Company
name, Website, Job
title, Lifecycle stage,
Lead status
HubSpot custom
properties defined in your account will appear as
additional optional fields. Lifecycle stage includes
options such as Lead, Customer, etc. Lead status
reflects the status of the lead in the sales
process.



Output
Contact details including ID, properties (email,
firstname, lastname, phone, mobilephone, company, website,
jobtitle, lifecyclestage, hs_lead_status, hubspot_owner_id,
and custom properties), createdAt, updatedAt, and archived
status.








Updating a contact

Use the Update contact action to update an existing contact's fields.
This action has the following inputs and outputs:










Variables




Inputs
Required: Contact ID Optional:
Email, First name,
Last name, Phone,
Mobile phone, Company
name, Website, Job
title, Lifecycle stage,
Lead status
Only the Contact
ID is required. Provide only the fields you want to
update. HubSpot custom properties defined in your
account will appear as additional optional
fields.



Output
Contact details including ID, updatedAt timestamp, and
archived status.








Looking up a contact

Use the Lookup contact action to find a contact by ID or email
address.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Contact ID,
Email
Provide either Contact ID or Email to look up a contact.
If both are provided, Contact ID takes precedence.



Output
Contact details including ID, properties (standard and
custom fields), createdAt, updatedAt, and archived
status.








Creating a company

Use the Create company action to create a company record.
This action has the following inputs and outputs:










Variables




Inputs
Required: Company name Optional:
Company domain name,
Phone, Website,
Industry, City,
State/region,
Country, Owner
ID
Owner ID should be the HubSpot user ID
of the company owner. HubSpot custom properties defined
in your account will appear as additional optional
fields.



Output
Company details including ID, properties (name, domain,
phone, website, industry, city, state, country,
hubspot_owner_id, and custom properties), createdAt,
updatedAt, and archived status.








Updating a company

Use the Update company action to update company fields.
This action has the following inputs and outputs:










Variables




Inputs
Required: Company ID Optional:
Company name,
Domain, Phone,
Website, Industry,
City,
State/region, Country,
Owner ID
Only the Company ID
is required. Provide only the fields you want to update.
HubSpot custom properties defined in your account will
appear as additional optional fields.



Output
Company details including ID, updatedAt timestamp, and
archived status.








Looking up a company

Use the Lookup company action to find a company by ID or name.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Company ID, Company
Name
Provide either Company ID or Company name to look up a
company. If both are provided, Company ID takes
precedence.



Output
Company details including ID, properties (standard and
custom fields), createdAt, updatedAt, and archived
status.








Creating a deal

Use the Create deal action to create a deal.
This action has the following inputs and outputs:










Variables




Inputs
Required: Deal name, Deal
stage Optional: Amount,
Close date, Owner
ID, Company ID,
Contact ID, Deal
type,
Description
Close date should be
in YYYY-MM-DD format or Unix timestamp in milliseconds.
Owner ID should be the HubSpot user ID of the deal
owner. Company ID and Contact ID can be used to
associate the deal with a company and contact. HubSpot
custom properties defined in your account will appear as
additional optional fields.



Output
Deal details including ID, properties (dealname,
pipeline, dealstage, amount, closedate, hubspot_owner_id,
dealtype, description, and custom properties), createdAt,
updatedAt, and archived status.








Updating a deal

Use the Update deal action to update a deal.
This action has the following inputs and outputs:










Variables




Inputs
Required: Deal ID Optional:
Deal name,
Pipeline, Deal
stage, Amount,
Close date, Owner
ID, Company ID,
Contact ID, Deal
type,
Description
Only the Deal ID is
required. Provide only the fields you want to update.
Close date should be in YYYY-MM-DD format or Unix
timestamp in milliseconds. HubSpot custom properties
defined in your account will appear as additional
optional fields.



Output
Deal details including ID, updatedAt timestamp, and
archived status.








Looking up a deal

Use the Lookup deal action to find a deal by ID or name.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Deal ID or Deal
name
Provide either Deal ID or Deal name to look up a deal. If
both are provided, Deal ID takes precedence.



Output
Deal details including ID, properties (standard and
custom fields), createdAt, updatedAt, and archived
status.








Creating a ticket

Use the Create ticket action to create a ticket.
This action has the following inputs and outputs:










Variables




Inputs
Required: Ticket name, Ticket
stage Optional: Description,
Ticket pipeline,
Priority, Source,
Owner ID
Ticket stage
represents the stage of the ticket within the pipeline.
Priority levels include options such as High, Medium,
and Low. Source indicates the channel or origin of the
ticket. Owner ID should be the HubSpot user ID of the
ticket owner. HubSpot custom properties defined in your
account will appear as additional optional
fields.



Output
Ticket details including ID, properties (subject,
content, hs_pipeline, hs_pipeline_stage, hs_ticket_priority,
source_type, hubspot_owner_id, and custom properties),
createdAt, updatedAt, and archived status.








Updating a ticket

Use the Update ticket action to update a ticket.
This action has the following inputs and outputs:










Variables




Inputs
Required: Ticket ID Optional:
Ticket name,
Description, Ticket
pipeline, Ticket stage,
Priority, Owner
ID
Only the Ticket ID is required.
Provide only the fields you want to update. HubSpot
custom properties defined in your account will appear as
additional optional fields.



Output
Ticket details including ID, updatedAt timestamp, and
archived status.








Looking up a ticket

Use the Lookup ticket action to find a ticket by ID or name.
This action has the following inputs and outputs:










Variables




Inputs

Optional: Ticket ID, Ticket
name, Content
Provide either Ticket ID or Ticket name to look up a
ticket. If both are provided, Ticket ID takes
precedence.



Output
Ticket details including ID, properties (standard and
custom fields), createdAt, updatedAt, and archived
status








Looking up a user

Use the Lookup user action to find a user by ID or email address.
This action has the following inputs and outputs:










Variables




Inputs

Optional: User ID,
Email
Provide either User ID or Email to look up a user. If
both are provided, User ID takes precedence.



Output
User details including ID, email, firstName, and
lastName.








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