What can I automate with the HubSpot integration?

Automate HubSpot CRM: manage contacts, companies, deals, notes and tasks with a HubSpot service key. Lodol supports 21 actions for HubSpot, which you can combine with any other app in a workflow.

How do I connect HubSpot to Lodol?

Authenticate HubSpot once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

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HubSpot

CRM & ContactsMarketing Automation

Automate HubSpot CRM: manage contacts, companies, deals, notes and tasks with a HubSpot service key.

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21 actions

Actions

Steps your workflow can run in HubSpot.

Create a HubSpot contactCreate a new contact with email, name, phone, and company details. HubSpot de-duplicates contacts on the email address.

Find contact by emailLook up a HubSpot contact using an email address. Fails the step when no contact has that address.

Update a HubSpot contactChange the details of an existing HubSpot contact, such as their name, phone number, or company.

List HubSpot contactsList a page of HubSpot contacts for quick review. These come back in record-id order (oldest first) and cannot be filtered; use 'Find contacts created in a date range' to report on recent leads.

Find contacts created in a date rangeFind HubSpot contacts created on or after a date, newest first. Returns the matching contacts plus the total number that match, so a report can count every new lead in the window.

Delete a HubSpot contactArchive a HubSpot contact. HubSpot archives rather than destroys: the record leaves the CRM and the API, and stays restorable from the portal's recycling bin for 90 days.

Create a HubSpot companyCreate a new HubSpot company record. HubSpot de-duplicates companies on the domain.

Get a HubSpot companyRead one HubSpot company by its record ID.

Update a HubSpot companyChange the details of an existing HubSpot company, such as its name, domain, or industry.

Delete a HubSpot companyArchive a HubSpot company. HubSpot archives rather than destroys: the record leaves the CRM and the API, and stays restorable from the portal's recycling bin for 90 days.

Link a contact to a companyConnect a HubSpot contact to a company so they show up together in your CRM.

Create a HubSpot dealCreate a new deal, optionally in a chosen pipeline and stage. An account with one pipeline uses its default when none is chosen.

Get a HubSpot dealRead one HubSpot deal by its record ID.

List HubSpot dealsList a page of HubSpot deals. These come back in record-id order (oldest first) and cannot be filtered; use 'Find deals created in a date range' to report on recent deals.

Find deals created in a date rangeFind HubSpot deals created on or after a date, newest first. Returns the matching deals plus the total number that match, so a report can count every new deal in the window.

Update deal stageMove a HubSpot deal to a different stage of its pipeline.

Delete a HubSpot dealArchive a HubSpot deal. HubSpot archives rather than destroys: the record leaves the CRM and the API, and stays restorable from the portal's recycling bin for 90 days.

Log a HubSpot noteLog a note on the timeline of a contact, company and/or deal. A note attached to no record is valid but will not appear anywhere in HubSpot, so name at least one.

Delete a HubSpot noteArchive a HubSpot note. HubSpot archives rather than destroys: the record leaves the CRM and the API, and stays restorable from the portal's recycling bin for 90 days.

Create a HubSpot taskCreate a task with a due date, optionally attached to a contact, company and/or deal.

Delete a HubSpot taskArchive a HubSpot task. HubSpot archives rather than destroys: the record leaves the CRM and the API, and stays restorable from the portal's recycling bin for 90 days.