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HubSpot CRM

Manage HubSpot CRM contacts, companies, and deals from NocoDB workflows.

NocoDB integrates with HubSpot CRM to enable automated CRM management directly from your bases. Using the HubSpot CRM integration, you can create, update, find, and retrieve contacts, companies, and deals as part of a workflow.

Prerequisites

  • HubSpot account: Learn more about HubSpot CRM and create an account by visiting the HubSpot website and referring to the HubSpot documentation.
  • NocoDB HubSpot integration: Refer to Integrations for setup instructions. At least one HubSpot integration must be configured to use this feature.

Currently, the HubSpot CRM node in NocoDB supports twelve actions across three CRM object types:

Contacts

  • Create Contact
  • Get Contact
  • Update Contact
  • Find Contacts

Companies

  • Create Company
  • Get Company
  • Update Company
  • Find Companies

Deals

  • Create Deal
  • Get Deal
  • Update Deal
  • Find Deals

Each action can be added as a workflow step and configured independently.

Contact Actions

1. Create Contact

Use this action to create a new contact in HubSpot CRM.

Configuration

  • HubSpot Account: Select the connected HubSpot account. Refer to Integrations for setup instructions.

  • Email: (required) Email address of the contact.

  • First Name: (optional) Contact's first name.

  • Last Name: (optional) Contact's last name.

  • Phone: (optional) Phone number.

  • Company: (optional) Associated company name.

  • Job Title: (optional) Contact's job title.

  • Lifecycle Stage: (optional) Select from: Subscriber, Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, Other.

  • Additional Properties: (optional) Key-value pairs for any additional HubSpot contact properties.

2. Get Contact

Use this action to retrieve a contact by ID.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Contact ID: (required) The HubSpot contact ID to retrieve.

  • Properties: (optional) Comma-separated list of properties to return. Default: email, firstname, lastname, phone, company, jobtitle, lifecyclestage, hs_lead_status.

3. Update Contact

Use this action to update an existing contact.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Contact ID: (required) The contact to update.

  • Fields to Update: Select which fields to modify. Only selected fields will be sent in the update.

  • Available fields: Email, First Name, Last Name, Phone, Company, Job Title, Lifecycle Stage, Additional Properties.

4. Find Contacts

Use this action to search for contacts using filter conditions.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Filters: Define search conditions using the condition builder. Supports AND/OR logic with operators:

    • equals, not equals, contains, not contains
    • starts with, ends with
    • greater than, less than
    • exists, not exists, empty, not empty

  • Searchable properties: email, firstname, lastname, phone, company, jobtitle, lifecyclestage, hs_lead_status, hubspot_owner_id, createdate, lastmodifieddate, website, city, state, country, zip.

  • Properties: (optional) Properties to include in results.

  • Limit: (optional) Maximum number of results (default: 100, max: 100).

Company Actions

5. Create Company

Use this action to create a new company in HubSpot CRM.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Name: (required) Company name.

  • Domain: (optional) Company website domain.

  • Industry: (optional) Select from available HubSpot industry options.

  • Phone: (optional) Company phone number.

  • City: (optional) Company city.

  • State: (optional) Company state or region.

  • Country: (optional) Company country.

  • Number of Employees: (optional) Employee count.

  • Annual Revenue: (optional) Company annual revenue.

  • Additional Properties: (optional) Key-value pairs for any additional company properties.

6. Get Company

Use this action to retrieve a company by ID.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Company ID: (required) The HubSpot company ID to retrieve.

  • Properties: (optional) Comma-separated list of properties to return. Default: name, domain, industry, phone, city, state, country, numberofemployees, annualrevenue.

7. Update Company

Use this action to update an existing company.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Company ID: (required) The company to update.

  • Fields to Update: Select which fields to modify. Only selected fields will be sent in the update.

  • Available fields: Name, Domain, Industry, Phone, City, State, Country, Number of Employees, Annual Revenue, Additional Properties.

8. Find Companies

Use this action to search for companies using filter conditions.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Filters: Define search conditions using the condition builder (same operators as Find Contacts).

  • Properties: (optional) Properties to include in results.

  • Limit: (optional) Maximum number of results (default: 100, max: 100).

Deal Actions

9. Create Deal

Use this action to create a new deal in HubSpot CRM.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Deal Name: (required) Name of the deal.

  • Amount: (optional) Deal value.

  • Pipeline: (optional) Select from available HubSpot pipelines.

  • Deal Stage: (optional) Select a stage within the chosen pipeline. Options are loaded dynamically based on the selected pipeline.

  • Close Date: (optional) Expected close date (format: YYYY-MM-DD).

  • Owner: (optional) Assign a deal owner from your HubSpot team.

  • Additional Properties: (optional) Key-value pairs for any additional deal properties.

10. Get Deal

Use this action to retrieve a deal by ID.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Deal ID: (required) The HubSpot deal ID to retrieve.

  • Properties: (optional) Comma-separated list of properties to return. Default: dealname, amount, dealstage, pipeline, closedate, hubspot_owner_id.

11. Update Deal

Use this action to update an existing deal.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Deal ID: (required) The deal to update.

  • Fields to Update: Select which fields to modify. Only selected fields will be sent in the update.

  • Available fields: Deal Name, Amount, Pipeline, Deal Stage, Close Date, Owner, Additional Properties.

12. Find Deals

Use this action to search for deals using filter conditions.

Configuration

  • HubSpot Account: Select the connected HubSpot account.

  • Filters: Define search conditions using the condition builder (same operators as Find Contacts).

  • Properties: (optional) Properties to include in results.

  • Limit: (optional) Maximum number of results (default: 100, max: 100).

Testing the Action

Each HubSpot CRM action includes a Test Step option.

Use this to:

  • Validate credentials and configuration
  • Confirm the action executes correctly against your HubSpot account
  • Test using data from previously tested workflow steps

Notes & Limitations

  • Pipelines, deal stages, owners, and industry options are fetched dynamically from your HubSpot account.
  • The Find actions support a maximum of 100 results per search.
  • Additional CRM object types (Tickets, Products, Line Items, Quotes) are planned for future releases.
  • Deal stages are dependent on the selected pipeline — changing the pipeline will update available stages.

AI

Use AI to generate text or structured data within NocoDB workflows.

Gmail

Send emails using Gmail as part of NocoDB workflows.