Konnectify
HubSpot + Konnectify

HubSpot Integration with Konnectify

Automate your entire customer lifecycle by connecting HubSpot CRM with your billing, marketing, support, and database systems.

CRM Marketing 54 Triggers 180 Actions

What is HubSpot?

HubSpot acts as your business's central customer platform, uniting marketing, sales, commerce, and service operations. By connecting HubSpot with Konnectify, you can break down data silos and automatically pass information between your CRM and other mission-critical tools. This ensures your client records, billing lines, and support histories remain perfectly aligned without manual data entry.

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Set up your CRM database, sales pipelines, and marketing hubs.

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AUTOMATION POSSIBILITIES
  • Create new CRM contacts automatically from web forms
  • Sync closed-won deals directly with your billing platform
  • Update customer subscription records upon completed payments
  • Escalate support tickets when negative feedback is submitted
  • Enroll new list members into targeted marketing sequences
  • Keep custom object records aligned with internal databases

API & Authentication

Secure OAuth 2.0 Connection

HubSpot utilizes OAuth 2.0 protocol to connect securely with Konnectify. When setting up your connection, you will be redirected to the official HubSpot authorization screen to select your portal and grant specific access scopes. Konnectify never sees or stores your HubSpot login credentials.

This integration covers standard objects (Contacts, Companies, Deals, Tickets, Leads), marketing assets (Campaigns, Lists, Sequences), and commerce objects (Orders, Invoices, Payments, Subscriptions, Line Items, Quotes). It also supports custom object records and associations.

Plan Note: Access to Custom Objects, Sequences, and certain commerce features depends on your HubSpot subscription tier (e.g., Enterprise or Professional plans). Check your HubSpot portal permissions if certain objects do not appear.

For technical references, consult the official HubSpot Developer Documentation.

How to Connect

Prerequisites: A HubSpot user account with App Marketplace Access or Super Admin permissions for the portal you intend to connect.
1

Add HubSpot to a Workflow

Log in to your Konnectify dashboard, create a new workflow, and select HubSpot from the apps library as either your Trigger or Action step.

2

Authorize via OAuth 2.0

Click Connect Account. A popup window will prompt you to log in to HubSpot, select your target HubSpot portal, and approve the requested security permissions.

3

Configure the Trigger or Action

Choose your specific trigger event or action. Map dynamic fields from your source app into the corresponding HubSpot fields.

Configuration Tip: Ensure data types match perfectly. For example, map email addresses to HubSpot text/email fields, and numeric values to currency or integer fields to prevent validation errors.
4

Test the Workflow

Run a test execution within Konnectify. The platform will attempt to fetch sample data or create a test record inside HubSpot to verify the API connection is healthy.

5

Activate the Workflow

Once the test succeeds, toggle your workflow to Active. Konnectify will now continuously run your automation in the background based on your chosen schedule.

Triggers 54 Triggers Available

Triggers detect real-time changes or new records in your HubSpot account and pass that data to Konnectify to initiate automated sequences. These triggers run on a polling schedule to check for newly created or updated items.

 Contacts & Lists 4 triggers  
New Contact

Fires when a new contact is added to your HubSpot CRM.

Updated Contact

Fires when properties on an existing contact are modified.

New Contact In List

Fires when a contact qualifies for and is added to a specific list.

New Company In List

Fires when a company qualifies for and is added to a specific list.

 Companies 2 triggers  
New Company

Fires when a new company record is created in HubSpot.

Updated Company

Fires when company profile details are updated.

 Deals & Pipelines 4 triggers  
New Deal

Fires when a new sales deal is registered.

Updated Deal

Fires when a deal stage or property changes.

New Added Pipeline

Fires when a new pipeline structure is created.

Updated Pipeline

Fires when a pipeline structure configuration is updated.

 Leads 2 triggers  
New Lead

Fires when a new lead record is qualified in HubSpot.

Updated Lead

Fires when details on a lead record are modified.

 Tickets & Feedback 2 triggers  
New Ticket

Fires when a new customer support ticket is opened.

Updated Ticket

Fires when a ticket status, owner, or details are modified.

 Engagements & Appointments 4 triggers  
New Engagements

Fires when a new call, email log, note, or task is created.

Updated Engagements

Fires when an existing engagement log is modified.

New Appointment

Fires when a new calendar meeting or appointment is booked.

Updated Appointment

Fires when an appointment schedule or details are modified.

 Products & Services 6 triggers  
New Product

Fires when a product is added to your library.

Updated Product

Fires when product specifications or pricing are updated.

New Course

Fires when a new educational course is created in HubSpot.

Updated Course

Fires when a course record is modified.

New Service

Fires when a new service record is created.

Updated Service

Fires when details on a service listing are modified.

 Commerce & Billing 20 triggers  
New Order

Fires when a new sales order is generated.

Updated Order

Fires when an order status or details are updated.

New Payment

Fires when a transaction payment record is created.

Updated Payment

Fires when a payment transaction status changes.

New Subscription

Fires when a new recurring billing subscription starts.

Updated Subscription

Fires when a subscription is renewed, upgraded, or cancelled.

New Discount

Fires when a new discount code or rule is created.

Updated Discount

Fires when a discount record is modified.

New Fee

Fires when a new fee record is added.

Updated Fee

Fires when a fee record is modified.

New Tax

Fires when a new tax rule is registered.

Updated Tax

Fires when tax configuration properties are changed.

New Cart

Fires when a shopping cart is initialized.

Updated Cart

Fires when a cart's contents are modified.

New Invoice

Fires when an invoice record is generated.

Updated Invoice

Fires when an invoice payment status changes.

New Line Item

Fires when a new line item is added to an order or deal.

Updated Line Item

Fires when properties of a line item are modified.

New Quote

Fires when a sales quote is created.

Updated Quote

Fires when a quote status is updated (e.g., signed).

 Projects & Goals 6 triggers  
New Goal

Fires when a sales or marketing goal is created.

Updated Goal

Fires when goal criteria or progress values are updated.

New Listing

Fires when a new listing record is registered.

Updated Listing

Fires when details on a listing are modified.

New Project

Fires when a new project record is created.

Updated Project

Fires when project properties or status fields are updated.

 Users & Owners 2 triggers  
New Added User

Fires when a new user is invited or added to your portal.

Updated User

Fires when user properties or roles are updated.

 Custom Objects 2 triggers  
Record Created In Custom Module

Fires when a new record is created in a user-defined custom object.

Record Updated in Custom Module

Fires when a record within a custom object is modified.

Actions 180 Actions Available

Actions allow Konnectify to create, update, search, or delete records within HubSpot. This enables your other business software to directly write data into your CRM.

 Contacts, Lists & Sequences 33 actions  
Create Contact

Creates a new contact record with custom properties.

Create Bulk Contact

Creates multiple contacts simultaneously via batch processing.

Find Contact

Retrieves a single contact using email or unique ID.

Update Contact

Updates existing contact properties.

Upsert Contact

Updates a contact if found, otherwise creates a new record.

Delete Contact

Permanently removes a contact record.

Search Contact

Filters contacts using advanced search criteria.

Merge Contact

Combines two contact records to resolve duplicates.

Create List

Creates a contact or company list.

Delete List

Deletes an existing list by ID.

Restore List

Restores a previously deleted list.

Search Lists

Queries lists by name or processing type.

Add Records to a List

Adds specific contact records to a static list.

Remove Records from a List

Removes specific records from a list.

Delete All Records from a List

Clears all membership records from a static list.

Add All Records from Source List

Copies all list members into a destination list.

Create List Folder

Creates an organizational folder for list management.

Find List Folder

Retrieves metadata for a specific list folder.

Move List Folder

Re-parents a folder within your lists directory.

Rename List Folder

Updates a folder's label.

Delete List Folder

Deletes a list directory folder.

Move a List to Given Folder

Places a list inside a specified folder.

Retrieve List Conversion Details

Fetches active list format migrations.

Cancel List Conversion Beta

Halts an active list formatting transition.

Enroll Contact Into Sequence

Enrolls a contact into an automated email sequence.

Find Contact Enrollment Status

Checks sequence progress for a specific contact.

Find Sequence

Retrieves marketing sequence parameters by ID.

List Sequences

Queries sequences configured in your portal.

Find Owner

Finds a CRM record owner via email or unique ID.

Create owner

Assigns ownership properties to a portal user.

Find User

Locates a user profile inside your portal.

Delete User

Removes a user profile from your portal.

Search User

Filters through portal users based on permissions or team roles.

 Companies 7 actions  
Create Company

Creates a new company record.

Find Company

Retrieves a company profile using name or domain.

Update Company

Modifies properties on a company profile.

Upsert Company

Updates a company profile, or creates it if it doesn't exist.

Delete Company

Permanently removes a company profile.

Search Company

Filters company records using specific criteria.

Merge Company

Merges two company records to eliminate duplicates.

 Leads, Campaigns & Feedback 11 actions  
Create Lead

Creates a new sales lead record.

Update Lead

Updates properties on an existing lead.

Find Lead

Locates a lead record by ID.

Delete Lead

Permanently deletes a lead record.

Search Lead

Filters and finds leads matching dynamic inputs.

Search Feedback Submission

Retrieves customer survey or feedback submissions.

Create Campaign

Registers a new marketing campaign in HubSpot.

Find Campaign

Retrieves marketing campaign details by campaign ID.

Update Campaign

Modifies properties of an existing marketing campaign.

Delete Campaign

Removes a marketing campaign from HubSpot.

Get Campaign Revenue

Extracts financial performance metrics for a specific campaign.

 Deals & Pipelines 19 actions  
Create Deal

Registers a new sales opportunity.

Find Deal

Retrieves details of a sales deal by ID.

Update Deal

Updates stage, amount, or closing date properties on a deal.

Delete Deal

Permanently deletes a deal record.

Upsert Deal

Finds a deal by name and updates it, or creates a new one.

Search Deal

Filters deal records using pipeline, amount, or custom parameters.

Get Deal Splits By ID

Retrieves revenue attribution split records for a deal.

Post Deal Split

Upserts a deal commission or attribution split for an owner.

Merge Deal

Combines two deal records to resolve duplicates.

Create Pipeline

Creates a pipeline layout for an object type.

Replace Pipeline

Replaces an existing pipeline configuration entirely.

Delete Pipeline

Deletes a pipeline by object type and pipeline ID.

Find Pipeline

Finds a pipeline structure by ID.

Update Pipeline

Updates an existing pipeline structure.

Create Pipeline Stage

Creates a new stage within a pipeline.

Update Pipeline Stage

Modifies properties or probability of an existing pipeline stage.

Delete Pipeline Stage

Deletes a pipeline stage.

Find Pipeline Stage

Locates a specific pipeline stage configuration.

Replace Pipeline Stage

Replaces a pipeline stage definition entirely.

 Commerce & Billing 49 actions  
Create Cart

Creates a shopping cart record.

Find Cart

Retrieves details of a shopping cart by ID.

Update Cart

Modifies an existing cart record.

Delete Cart

Deletes a cart record.

Search Cart

Queries cart records matching specific criteria.

Create Invoice

Creates a new invoice record.

Find Invoice

Locates an invoice record by ID.

Update Invoice

Modifies properties of an existing invoice.

Delete Invoice

Permanently deletes an invoice record.

Search Invoice

Filters and finds invoice records.

Create Order

Creates a sales order record.

Find Order

Retrieves order details by ID.

Update Order

Updates status or parameters of an existing order.

Delete Order

Deletes a transaction order record.

Create Line Item

Adds a new line item to the product catalog or dynamic order.

Find Line Item

Retrieves line item specifics by ID.

Update Line Item

Modifies properties on an existing line item.

Delete Line Item

Removes a line item record.

Search Line Item

Queries line item entries.

Create Quote

Creates a new sales quote.

Find Quote

Retrieves quote record specifics by ID.

Update Quote

Modifies an existing quote record.

Delete Quote

Deletes a quote record.

Search Quote

Queries quote records in your portal.

Create Payment (Beta)

Creates a commerce payment transaction.

Find Payment (Beta)

Locates a payment transaction using ID.

Update Payment (Beta)

Modifies payment record properties.

Delete Payment (Beta)

Deletes a commerce payment record.

Search Payment (Beta)

Queries commerce payment records.

Create Subscription

Creates a recurring billing subscription record.

Find Subscription

Finds a subscription record by ID.

Update Subscription

Modifies details of an existing subscription.

Delete Subscription

Deletes a subscription record.

Search Subscription

Queries recurring subscription records.

Create Discount

Creates a discount code or specification.

Find Discount

Locates a discount record using ID.

Update Discount

Modifies an existing discount record.

Delete Discount

Deletes a discount record.

Search Discount

Queries discount records.

Create Fee

Creates a fee specification record.

Find Fee

Finds a fee record by ID.

Update Fee

Modifies an existing fee record.

Delete Fee

Deletes a fee record.

Search Fee

Queries fee records.

Create Tax

Creates a tax rule record.

Find Tax

Finds a tax rule record by ID.

Update Tax

Modifies an existing tax record.

Delete Tax

Deletes a tax record.

Search Tax

Queries tax records inside your portal.

 Tickets & Engagements 16 actions  
Create Ticket

Creates a new customer support ticket.

Find Ticket

Retrieves details of a customer ticket by ID.

Update Ticket

Modifies properties or status on an existing ticket.

Delete Ticket

Permanently deletes a ticket record.

Search Ticket

Filters and queries support tickets based on custom fields.

Merge Ticket

Consolidates duplicate ticket records into one.

Create Engagement

Logs a call, email, meeting, note, or task.

Update Engagement

Modifies properties of logged engagements.

Get Engagement

Retrieves a single engagement record.

Search Engagement

Queries logged activities and communications.

Delete Engagement

Permanently deletes an activity engagement.

Create Appointment

Creates a calendar appointment record.

Find Appointment

Finds an appointment by ID.

Update Appointment

Modifies calendar meeting parameters.

Delete Appointment

Removes an appointment record.

Search Appointment

Queries appointment records.

 Products, Services & Projects 31 actions  
Create Product

Adds a new product to your library.

Find Product

Locates a product record by ID.

Update Product

Updates existing product properties.

Delete Product

Deletes a product from your library.

Search Product

Queries product library records.

Create Service

Creates a new service record.

Find Service

Finds a service record by ID.

Update Service

Modifies an existing service record.

Delete Service

Removes a service record.

Search Service

Queries service listings.

Create Course

Creates a course record.

Find Course

Finds a course record by ID.

Update Course

Modifies an existing course record.

Delete Course

Removes a course record.

Search Course

Queries course records.

Create Project

Creates a new project record.

Find Project

Retrieves project parameters by ID.

Update Project

Modifies properties on an existing project.

Delete Project

Removes a project record.

Search Project

Queries project records.

Merge Project

Merges duplicate project entries.

Create Goal

Creates a new goal record.

Find Goal

Finds a goal record by ID.

Update Goal

Modifies targets or progress parameters on an active goal.

Delete Goal

Removes a goal record.

Search Goal

Queries goal records inside your portal.

Create Listing

Creates a listing record.

Find Listing

Locates a listing record by ID.

Update Listing

Modifies listing parameters.

Delete Listing

Removes a listing record.

Search Listing

Queries listing records.

 Custom Objects & Associations 14 actions  
Create Custom Record

Creates a new record inside a selected custom object schema.

Find Custom Record

Retrieves details of a custom record using its unique ID.

Update Custom Record

Modifies properties on an existing custom object record.

Delete Custom Record

Removes a record from a custom object.

Merge Custom Objects

Combines duplicate custom object records.

Search Custom Object

Queries records within a specific custom object schema.

Create Association

Links two records together (e.g., associates a contact to a company).

Get Association

Retrieves all associated records linked to a source object.

Delete Association

Breaks the relational link between two records.

Create Object

Creates a record for a selected standard or custom object type.

Find Object

Locates a record by ID for a selected object type.

Update Object

Modifies an existing record for a selected object type.

Delete Object

Removes a single record for a selected object type.

Search Object

Filters and finds records for a selected object type.

Popular Automations

Auto-Enroll New Leads into Email Sequences

Trigger an outreach campaign immediately when a contact is qualified as a marketing lead.

New Contact In List Enroll Contact Into Sequence

Sync Closed-Won Deals to Invoicing

Instantly generate and issue an invoice when a sales deal transitions to the closed-won stage.

Updated Deal Create Invoice

Escalate Support Tickets from Negative Feedback

Create a support ticket in HubSpot when a customer submits negative feedback in external systems.

Search Feedback Submission Create Ticket

Link E-Commerce Purchases with Contacts

When an order is created, find or create the corresponding contact and associate the order to their profile.

New Order Upsert Contact Create Association

FAQ

 How does Konnectify authenticate with HubSpot?  
Konnectify uses the HubSpot OAuth 2.0 interface. This secure redirection allows you to log in directly through HubSpot, select your desired portal, and approve specific access scopes. Konnectify never sees or stores your HubSpot password.
 Does this integration support HubSpot Custom Objects?  
Yes. You can trigger workflows when records in custom objects are created or updated, and you can also create, find, update, or search custom records. Note that Custom Object access requires an active HubSpot Enterprise subscription or select Professional add-ons.
 Are triggers real-time or polling-based?  
The triggers in this integration are polling-based. Konnectify will query the HubSpot API at regular, scheduled intervals (depending on your Konnectify subscription plan) to search for new or modified records and pass them into your active workflows.
 How does Konnectify handle duplicate records in HubSpot?  
To prevent duplicates, use the **Upsert Contact** or **Upsert Company** actions. These actions search your HubSpot database for a unique identifier (like email or domain) first. If a match is found, HubSpot updates the existing profile; if no match is found, it creates a new record.
 What rate limits apply to this integration?  
The integration is bound by HubSpot's standard API rate limits, which vary depending on your HubSpot subscription tier and API add-ons. Konnectify automatically queues requests and handles standard rate limits gracefully, but you should review HubSpot's API guidelines if you run high-volume, bulk operations.
 Can I connect multiple HubSpot portals to Konnectify?  
Yes. You can authorize multiple independent HubSpot connections inside Konnectify by naming each connection uniquely during setup. This allows you to route data across different sales pipelines or company portals.
 How do I associate contacts with deals or companies?  
You can use the **Create Association** action. This action takes the unique IDs of two records (such as a Contact ID and a Deal ID) and establishes a relational link in HubSpot, ensuring they appear grouped together on your CRM dashboard.

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