HubSpot
What is HubSpot?
HubSpot is a CRM platform for managing customer relationships across marketing, sales, service, content, operations, and commerce. Teams use HubSpot to organize contacts, companies, deals, tickets, communications, lists, pipelines, campaigns, and custom business objects.
With Konnectify, you can connect HubSpot to the rest of your stack and automate end-to-end CRM workflows without manually moving data between tools.
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API & Authentication
OAuth 2.0 authorization
HubSpot connects to Konnectify using OAuth 2.0. When you add a HubSpot connection, Konnectify redirects you to HubSpot to approve the requested scopes, then securely stores the resulting access token for workflow execution. Your HubSpot password is never stored in Konnectify.
The OAuth scopes used by this connector support CRM objects, lists, pipelines, owners, users, tickets, campaigns, commerce payments, deal splits, custom objects, and related read/write operations where permitted by your HubSpot account.
- CRM object APIs: contacts, companies, deals, tickets, products, leads, line items, quotes, invoices, carts, orders, subscriptions, appointments, and custom objects.
- Engagement APIs: calls, emails, communications, meetings, notes, postal mail, and tasks.
- HubSpot Lists API for creating lists, managing memberships, folders, and list conversions.
- Pipelines API for creating, updating, replacing, finding, and deleting pipelines and stages.
- Associations API for creating, retrieving, and deleting relationships between records.
- Marketing campaign, owner, user, feedback submission, and deal split capabilities where supported.
Official API reference: HubSpot Developer Documentation.
How to Connect HubSpot to Konnectify
- An active HubSpot account with permission to install connected apps.
- Access to the HubSpot objects, lists, pipelines, and scopes your workflow will use.
- A Konnectify account and permission to create or edit workflows.
Add HubSpot to a Workflow
- Open Konnectify and create a new workflow or edit an existing workflow.
- Select HubSpot as the trigger or action app.
Authorize via OAuth 2.0
- Click Create Connection and sign in to HubSpot.
- Review and approve the requested permissions.
- Return to Konnectify after authorization completes.
Configure the Trigger or Action
- Choose the HubSpot trigger or action you want to use.
- Map required fields from previous workflow steps.
- Select any object type, list, pipeline, stage, engagement type, or custom object options required by the operation.
Test the Workflow
- Run a test to fetch sample HubSpot data or create/update a test record.
- Review the output fields and confirm downstream steps receive the expected data.
Activate the Workflow
- Turn on the workflow when testing is successful.
- Monitor initial runs to verify HubSpot records are processed as expected.
Triggers 54
HubSpot includes 54 polling triggers. Polling triggers check HubSpot on a schedule and return new or updated records that match the selected trigger.
Actions 176
Use HubSpot actions to create, find, update, upsert, search, merge, associate, or delete records across HubSpot CRM and related modules.
Popular Automations
Create follow-up tasks for new leads
When a lead is created in HubSpot, automatically create an engagement task for sales follow-up.
Keep CRM companies clean
When a new company appears in a HubSpot list, upsert the company record by name or domain to avoid duplicate accounts.
Route new tickets to the right team
Use new HubSpot tickets to find an owner, update ticket fields, and associate the ticket with related CRM records.
Sync commerce activity to deals
When a new order is created, find or create the related deal, create line items, and associate the records in HubSpot.
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