HubSpot CRM

NocoDB connects to HubSpot CRM, so you can automate CRM management from your bases. With the HubSpot CRM integration, a workflow can create, update, find and get contacts, companies and deals.

Ask NocoAI

Copy a prompt, paste it into NocoAI in any base, and replace the words in [brackets] with your own.

When a record is added to [Leads], create a contact in HubSpot
When a [deal] moves to [Won], update the matching deal in HubSpot
When a [company] is added, create it in HubSpot

Prerequisites

HubSpot account: To learn more about HubSpot CRM and create an account, go to the HubSpot website and refer to the HubSpot documentation.
NocoDB HubSpot integration: For setup instructions, refer to Integrations. You must configure at least one HubSpot integration to use this feature.

At this time, the HubSpot CRM node in NocoDB supports twelve actions for three CRM object types:

Contacts

Create Contact
Get Contact
Update Contact
Find Contacts

Companies

Create Company
Get Company
Update Company
Find Companies

Deals

Create Deal
Get Deal
Update Deal
Find Deals

You can add each action as a workflow step and configure it independently.

Contact Actions

1. Create Contact

Use this action to create a new contact in HubSpot CRM.

Configuration

HubSpot Account: Select the connected HubSpot account. For setup instructions, refer to Integrations.
Email: (required) The email address of the contact.
First Name: (optional) The first name of the contact.
Last Name: (optional) The last name of the contact.
Phone: (optional) The phone number.
Company: (optional) The name of the related company.
Job Title: (optional) The job title of the contact.
Lifecycle Stage: (optional) Select one of these values: Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, Other.
Additional Properties: (optional) Key-value pairs for other HubSpot contact properties.

2. Get Contact

Use this action to get a contact by its ID.

Configuration

HubSpot Account: Select the connected HubSpot account.
Contact ID: (required) The ID of the HubSpot contact to get.
Properties: (optional) A comma-separated list of the properties to return. Default: email, firstname, lastname, phone, company, jobtitle, lifecyclestage, hs_lead_status.

3. Update Contact

Use this action to update a contact.

Configuration

HubSpot Account: Select the connected HubSpot account.
Contact ID: (required) The contact to update.
Fields to Update: Select the fields to change. NocoDB sends only the selected fields in the update.
Available fields: Email, First Name, Last Name, Phone, Company, Job Title, Lifecycle Stage, Additional Properties.

4. Find Contacts

Use this action to search for contacts with filter conditions.

Configuration

HubSpot Account: Select the connected HubSpot account.
Filters: Define search conditions with the condition builder. The builder supports AND/OR logic and these operators:
- equals, not equals, contains, not contains
- starts with, ends with
- greater than, less than
- exists, not exists, empty, not empty
Searchable properties: email, firstname, lastname, phone, company, jobtitle, lifecyclestage, hs_lead_status, hubspot_owner_id, createdate, lastmodifieddate, website, city, state, country, zip.
Properties: (optional) The properties to include in the results.
Limit: (optional) The maximum number of results (default: 100, max: 100).

Company Actions

5. Create Company

Use this action to create a new company in HubSpot CRM.

Configuration

HubSpot Account: Select the connected HubSpot account.
Name: (required) The name of the company.
Domain: (optional) The website domain of the company.
Industry: (optional) Select one of the HubSpot industry options.
Phone: (optional) The phone number of the company.
City: (optional) The city of the company.
State: (optional) The state or region of the company.
Country: (optional) The country of the company.
Number of Employees: (optional) The number of employees.
Annual Revenue: (optional) The annual revenue of the company.
Additional Properties: (optional) Key-value pairs for other company properties.

6. Get Company

Use this action to get a company by its ID.

Configuration

HubSpot Account: Select the connected HubSpot account.
Company ID: (required) The ID of the HubSpot company to get.
Properties: (optional) A comma-separated list of the properties to return. Default: name, domain, industry, phone, city, state, country, numberofemployees, annualrevenue.

7. Update Company

Use this action to update a company.

Configuration

HubSpot Account: Select the connected HubSpot account.
Company ID: (required) The company to update.
Fields to Update: Select the fields to change. NocoDB sends only the selected fields in the update.
Available fields: Name, Domain, Industry, Phone, City, State, Country, Number of Employees, Annual Revenue, Additional Properties.

8. Find Companies

Use this action to search for companies with filter conditions.

Configuration

HubSpot Account: Select the connected HubSpot account.
Filters: Define search conditions with the condition builder. The operators are the same as in Find Contacts.
Properties: (optional) The properties to include in the results.
Limit: (optional) The maximum number of results (default: 100, max: 100).

Deal Actions

9. Create Deal

Use this action to create a new deal in HubSpot CRM.

Configuration

HubSpot Account: Select the connected HubSpot account.
Deal Name: (required) The name of the deal.
Amount: (optional) The value of the deal.
Pipeline: (optional) Select one of your HubSpot pipelines.
Deal Stage: (optional) Select a stage in the selected pipeline. NocoDB loads the stage options from the selected pipeline.
Close Date: (optional) The expected close date (format: YYYY-MM-DD).
Owner: (optional) Select a deal owner from your HubSpot team.
Additional Properties: (optional) Key-value pairs for other deal properties.

10. Get Deal

Use this action to get a deal by its ID.

Configuration

HubSpot Account: Select the connected HubSpot account.
Deal ID: (required) The ID of the HubSpot deal to get.
Properties: (optional) A comma-separated list of the properties to return. Default: dealname, amount, dealstage, pipeline, closedate, hubspot_owner_id.

11. Update Deal

Use this action to update a deal.

Configuration

HubSpot Account: Select the connected HubSpot account.
Deal ID: (required) The deal to update.
Fields to Update: Select the fields to change. NocoDB sends only the selected fields in the update.
Available fields: Deal Name, Amount, Pipeline, Deal Stage, Close Date, Owner, Additional Properties.

12. Find Deals

Use this action to search for deals with filter conditions.

Configuration

HubSpot Account: Select the connected HubSpot account.
Filters: Define search conditions with the condition builder. The operators are the same as in Find Contacts.
Properties: (optional) The properties to include in the results.
Limit: (optional) The maximum number of results (default: 100, max: 100).

Testing the Action

Each HubSpot CRM action has a Test Step option.

Use it to:

Make sure that the credentials and configuration are correct
Make sure that the action runs correctly on your HubSpot account
Test with data from workflow steps that you tested before

Notes & Limitations

NocoDB gets the pipelines, deal stages, owners and industry options dynamically from your HubSpot account.
The Find actions return a maximum of 100 results for each search.
More CRM object types (Tickets, Products, Line Items, Quotes) are planned for future releases.
The deal stages depend on the selected pipeline. When you change the pipeline, the list of stages changes.