HubSpot Actions

Search for Contacts / Companies / Deals

What it does: Searches HubSpot for records matching query or filters. Use to find a contact by email, companies by domain, or deals by stage.

Inputs

• Search query (optional) — Free-text search (e.g. email, name). Behavior depends on object type (contact, company, deal).
• Filters (optional) — Property-based filters (e.g. email = “x@y.com”, dealstage = “closedwon”). Reduces results to matching records only. Structure is product-specific (dropdowns or key-value).
• Object type — Whether you’re searching Contacts, Companies, or Deals (dropdown or separate step variants).
• Max results (optional) — Maximum number of records to return. Prevents large payloads.

Outputs

A list of matching records (contact/company/deal objects) with properties you can use in conditions or update steps.

Output schema

• results / contacts / companies / deals (array) — Each item has id and properties (key-value: property name → value). Use variable picker for exact names (e.g. #StepName.results[0].properties.email, #StepName.results[0].id).

Create or Update Contact / Company / Deal

What it does: Creates a new contact, company, or deal, or updates an existing one if you supply the record ID.

Inputs

• Properties (required) — Map of HubSpot property name → value (e.g. email, firstname, lastname, company for Contact). Values can be variables from previous steps. Required properties depend on object type (e.g. email for Contact).
• Record ID (for update) — When updating, the HubSpot ID of the contact/company/deal to update. Omit for create. Can be from a search step.

Outputs

The created or updated record’s ID and success status for use in follow-up steps (e.g. create a deal for this contact).

Output schema

• id — HubSpot ID of the created or updated record.
• success — Boolean or status indicating the operation succeeded.

Update Contact / Company / Deal

What it does: Updates an existing HubSpot record by ID. Use when you already have the ID (e.g. from a trigger or search).

Inputs

• Record ID (required) — The HubSpot ID of the contact, company, or deal to update.
• Properties (required) — Map of property names to new values. Only provided properties are updated; others are unchanged. Values can be variables.

Outputs

Updated record ID and success so you can branch or log.

Output schema

• id — The updated record’s HubSpot ID.
• success — Boolean or status indicating the update succeeded.