How to get started with HubSpot on Zapier
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Table of Contents
HubSpot and Zapier connect to automate your work. You can trigger actions when forms are submitted or contacts are created and create new contacts, deals, or companies.
Prerequisites
To use the HubSpot app on Zapier, you must have:
- An active HubSpot account (free or any paid plan).
- Super Admin permissions in your HubSpot account.
Connect HubSpot to Zapier
To create an app connection to HubSpot on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select HubSpot.
- Click Add connection.
- A new browser tab or window will open.
- Log into HubSpot to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your HubSpot account is now successfully connected to Zapier.
About HubSpot's app
Triggers, searches, and actions
Triggers
- New Company (Polling) - Triggers when new company is available.
- Company Recently Created or Updated (Polling) - Triggers when a company recently created or updated.
- Line_item Recently Created or Updated (Polling) - Triggers when a line_item recently created or updated.
- Deal Property Change (Instant) - Triggers when a specified property is provided or updated on a Deal.
- Email Subscriptions Timeline (Polling) - Triggers when new email timeline subscription added for the portal.
- New Form Submission (Instant) - Triggers when a form is submitted.
- New Contact in List (Instant) - Triggers when a contact is added to the specified list.
- New Custom Object (Instant) - Triggers when a new custom object is created.
- New Social Media Message (Polling) - Triggers when a message is posted from HubSpot to the specified social media channel.
- New Product (Polling) - Triggers when new product is available.
- New Company Property Change (Polling) - Triggers when a specified property is provided or updated on a company.
- New Custom Object Property Change (Instant) - Triggers when a specified property is provided or updated on a custom object.
- New Contact (Polling) - Triggers when new contact is available.
- Contact Recently Created or Updated (Polling) - Triggers when a contact recently created or updated.
- Product Recently Created or Updated (Polling) - Triggers when a product recently created or updated.
- New Email Event (Polling) - Triggers when all, or some specific new email event is available.
- New Engagement (Polling) - Triggers when new engagement created.
- New Line_item (Polling) - Triggers when new line_item is available.
- New COS Blog Article (Polling) - Triggers when a new article is added to your COS blog.
- New Deal (Instant) - Triggers when a new Deal is created.
- New Ticket Property Change (Polling) - Triggers when a specified property is provided or updated on a ticket.
- New Ticket (Polling) - Triggers when new ticket is available.
- New Contact Property Change (Instant) - Triggers when a specified property is provided or updated on a contact.
- Updated Deal Stage (Polling) - Triggers when a deal enters a specified stage.
Searches
- Find Company - Finds a company by searching.
- Find Custom Object - Finds a custom object by searching.
- Find Deal - Finds a deal by searching.
- Get Owner by Email - Gets an existing owner by email.
- Get Owner by ID - Gets an existing owner by ID.
- Find Product - Finds a product by searching.
- Find or Create Company - Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.
- Find or Create Contact - Finds a contact by searching.
- Find or Create Deal - Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.
- Find or Create Line_item - Finds a line_item by searching.
- Find or Create Ticket - Finds a ticket by searching.
- Find Company Deprecated - Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.
- Find Contact - Finds a contact by searching.
- Find Deal Deprecated - Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.
- Find Associations - Find associations between objects.
- Get Pipeline Stage Details - Finds and retrieves CRM object pipeline stage details.
- Find Line_item - Finds a line_item by searching.
- Find Ticket - Finds a ticket by searching.
- Find or Create Company - Finds a company by searching.
- Find or Create Custom Object - Finds a custom object by searching.
- Find or Create Deal - Finds a deal by searching.
- Find or Create Product - Finds a product by searching.
Actions
- Update Contact Subscription Preferences - Adds a contact to one or more subscription types in HubSpot.
- Create Company Deprecated - Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.
- Create Contact - Creates a Contact in HubSpot.
- Create Engagement - Creates a new Engagement for a contact, in HubSpot.
- Create Custom Object - Creates a Custom Object in HubSpot.
- Create Deal - Creates a Deal in HubSpot.
- Get Company - Gets a Company.
- Get Custom Object - Gets a Custom Object.
- Get File Public URL - Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.
- Get Product - Gets a Product.
- Create Line_item - Creates a Line_item in HubSpot.
- Create Enterprise Event - Creates a new custom enterprise event.
- Remove Associations - Removes associations between objects.
- Create Form Submission - Creates a new submission for a selected form.
- Update Company - Update a Company in HubSpot.
- Update Deal - Update a Deal in HubSpot.
- Update Product - Update a Product in HubSpot.
- Update Custom Object - Update a Custom Object in HubSpot.
- Upload File - Uploads a file to HubSpot File Manager.
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Add Contact to List - Adds a contact to a specific static list.
- Create Company - Creates a Company in HubSpot.
- Create Associations - Creates associations between objects.
- Create Social Media Message - Creates and immediately publishes a message on a specified social media channel.
- Create Deal Deprecated - Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.
- Add Contact to Workflow - Adds a contact to a specific workflow.
- Get Contact - Gets a Contact.
- Get Deal - Gets a Deal.
- Get Line_item - Gets a Line_item.
- Get Ticket - Gets a Ticket.
- Create COS Blog Post - Creates a blog post in your HubSpot COS blog.
- Create Product - Creates a Product in HubSpot.
- Remove Contact From List - Remove a contact from a specific static list.
- Create Ticket - Creates a Ticket in HubSpot.
- Update Contact - Update a Contact in HubSpot.
- Update Line_item - Update a Line_item in HubSpot.
- Update Ticket - Update a Ticket in HubSpot.
- Remove Email Subscription - Remove Email Subscription.
- Create or Update Contact - Creates a new contact or updates an existing contact based on email address.
Limitations
- You can only have one app connection to your HubSpot account in Zapier at one time. If you connect multiple app connections to the same HubSpot account, it will invalidate the previous connection.
- HubSpot requires dates to be sent as a UNIX timestamp, and date/time values sent through Zapier to HubSpot will be rounded down to UTC midnight.
- The Add Contact to List action only works with Static Lists in HubSpot. Active lists will not show up in the dropdown.
- HubSpot's API limits apply. Professional accounts have 650,000 requests per day and 190 requests per 10 seconds, while Enterprise accounts have 1 million requests per day and 190 requests per 10 seconds.
- Some HubSpot triggers and actions are only available on paid HubSpot plans, including New COS Blog Article trigger, New Calendar Task trigger, New Email Event trigger, and Create Calendar Task action.
- More information on HubSpot's product and service catalog.
- The Add Contact to List action requires that the contact already exists in HubSpot before they can be added to a list.
Templates
View all of HubSpot's templates.
Use cases
- The Zapier HubSpot integration: How to automate your work apps
- How to use Zapier's HubSpot Salesforce integration
Additional HubSpot resources