Connect HubSpot

Create or update HubSpot contacts and create deals.

1. 1

   In HubSpot: Settings → Integrations → Private apps → Create a private app.

2. 2

   Under Scopes add crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read and crm.objects.deals.write. Create it and copy the access token.

3. 3

   In the builder, drag the app's step from Apps in the step library onto the board, open it, and under Connection choose New….

4. 4

   Give the connection a name (e.g. "Sales team"), paste what you copied and press Save on this computer. Choose the action and fill its fields; {{row["Column"]}} uses a value from the current row. Create or update a contact finds the contact by email and updates it, or creates it.