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Connecting HubSpot to Callers

1

Open App Center and select HubSpot

  • Click Connect
hubspot connect

Select HubSpot and click Connect

2

Authorize in HubSpot

  • Sign in to your HubSpot account and grant access
hubspot authorize

Authorize Callers in HubSpot

3

Select your HubSpot account

  • Choose the account to connect
hubspot choose account

Choose HubSpot account

4

Finish and verify

  • Return to Callers and ensure the connection shows as Connected

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Available Actions


  • Create Contact
  • Update Contact
  • Create or Update Contact (Upsert)
  • Get Contact
  • Find Contact
  • Create Company
  • Update Company
  • Get Company
  • Find Company
  • Create Deal
  • Update Deal
  • Get Deal
  • Find Deal
  • Create Line Item
  • Update Line Item
  • Get Line Item
  • Find Line Item
  • Create Product
  • Update Product
  • Get Product
  • Find Product
  • Create Ticket
  • Update Ticket
  • Get Ticket
  • Find Ticket
  • Add Contact to List
  • Remove Contact from List
  • Remove Email Subscription
  • Add Contact to Workflow
  • Create Associations
  • Remove Associations
  • Find Associations
  • Create Custom Object
  • Update Custom Object
  • Get Custom Object
  • Find Custom Object
  • Create COS Blog Post
  • Create Page
  • Get Page
  • Delete Page
  • Get Owner by ID
  • Get Owner by Email
  • Get Pipeline Stage Details
  • Upload File
Use this when a specific HubSpot REST endpoint isn’t listed above. Provide Method, Endpoint, Headers, and Body (JSON).
This catalog groups all available actions. Detailed examples below focus on key operations (Create/Upsert Contact and Custom API). For any other action, follow the same field‑mapping approach or use “Custom API Call”.

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Create Contact

  • When to use: creating a new contact in HubSpot.
  • Required fields: map HubSpot properties directly in the form.
  • Field mapping example:
    • First name → {{ firstName }}
    • Last name → {{ lastName }}
    • Email → {{ email }}
    • Phone → {{ phone }}
    • Company → {{ company }}
    • City → {{ city }} (optional)
    • Street address → {{ streetAddress }} (optional)
    • Country/Region → {{ country }} (optional)
hubspot create contact

Create Contact — example configuration

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Upsert Contact

  • When to use: idempotent create/update by a unique key (commonly email).
  • Required fields:
    • Unique Key — select email (or another unique property)
    • Contact properties — map fields like in Create Contact
  • Field mapping example:
    • Unique key → Email
    • Email → {{ email }}
    • First name → {{ firstName }}
    • Last name → {{ lastName }}
    • Phone → {{ phone }}
hubspot upsert contact

Upsert Contact — example configuration

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Custom API Call

  • When to use: you need an endpoint not covered by built‑in actions.
  • Parameters: Method, Endpoint, Headers, Body (JSON)
  • Sample Body (JSON): set properties or payload required by the endpoint.
hubspot custom api call

Custom API Call — example configuration

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Using Variables

You can inject scenario/transcript variables into action fields. Make sure:
  • Variables are defined in previous steps
  • Value types match HubSpot properties (Email, Phone, Date/Time, etc.)
  • Numeric/boolean fields receive properly typed values