Hubspot
HubSpot integration in Lleverage enables you to automate customer relationship management (CRM), marketing, and sales workflows directly with your HubSpot account. Manage contacts, companies, deals, tickets, and workflows while maintaining comprehensive customer data and sales pipeline tracking seamlessly within your automated processes.
Key Features
CRM management - Handle contacts, companies, deals, and customer objects
Sales pipeline - Create and update deals, track sales progress
Customer support - Manage tickets and customer service workflows
Marketing automation - Enroll contacts in workflows and manage campaigns
Meeting coordination - Create meetings and manage associations
Task management - Create and track tasks across your organization
Lead management - Handle lead generation and qualification processes
Engagement tracking - Record customer interactions and touchpoints
File management - Generate public URLs for uploaded files
Advanced search - Find CRM objects using flexible search criteria
Key HubSpot Concepts
Understanding HubSpot CRM Structure
Contact: Individual person in your CRM with contact details and interaction history
Company: Organization or business entity that contacts may be associated with
Deal: Sales opportunity or potential transaction in your sales pipeline
Ticket: Customer service request or support issue requiring resolution
Lead: Potential customer who has shown interest but isn't yet qualified
Task: Action item or to-do associated with contacts, companies, or deals
Meeting: Scheduled interaction with contacts or prospects
Engagement: Record of interaction or communication with a contact
Workflow: Automated sequence of actions triggered by specific conditions
Custom Object: Organization-specific data objects beyond standard CRM entities
HubSpot Object Types Available object types for search and management:
Contacts: Individual people and their information
Companies: Organizations and business entities
Deals: Sales opportunities and pipeline items
Tickets: Customer service and support requests
Line Items: Products or services within deals
Products: Items or services your organization offers
Feedback Submissions: Customer feedback and survey responses
Leads: Potential customers in early stages
Custom Objects: Organization-specific data structures
File and URL Management
Public URL: Accessible link for files uploaded to HubSpot forms
URL Expiration: Time limit for public file access (default: 3,600 seconds/1 hour)
File Associations: Links between files and CRM objects
How to Add HubSpot Integration
Open the Add Action menu using one of three methods:
Click the "Add Action" button in the top left corner
Click on a connection circle on an existing action card
Click and drag from one action to create a connection
Navigate to HubSpot integration:
Select "External Apps" from the categories
Search for "HubSpot" in the provider list, or
Scroll down to find HubSpot in the alphabetical list
Click on HubSpot to view available actions
Select your desired HubSpot action from the comprehensive list
How to Connect Your HubSpot Account
Initial Setup
Click "Connect HubSpot Account" in any HubSpot action
Follow the HubSpot authentication process
Grant necessary permissions for CRM, sales, and marketing access
Your connected account will be available across all HubSpot actions
💡 Permissions: Ensure you grant appropriate permissions for the HubSpot features and data your workflows need to access.
How to Configure HubSpot Actions
How to Search and Retrieve Data
Search CRM Objects
Connect your HubSpot account
Select Object Type from dropdown:
Contacts, Companies, Deals, Tickets, Line Items, Products
Feedback Submissions, Leads, Custom Objects
Configure optional properties:
Create if Not Found: Automatically create object if search returns no results (checkbox)
💡 Use case: Locate CRM records for automated updates, find objects matching specific criteria, or ensure data exists before processing workflows.
Get Contact
Connect your HubSpot account
Select Contact ID from dropdown
Configure optional properties:
Additional Properties to Retrieve: Specify which contact fields to include
💡 Use case: Retrieve detailed contact information for personalization, get contact data for workflow decisions, or extract contact details for integration with other systems.
Get Company
Connect your HubSpot account
Select Company ID from dropdown
Configure optional properties:
Additional Properties to Retrieve: Specify which company fields to include
💡 Use case: Get company details for account-based workflows, retrieve organization information for reporting, or extract company data for sales processes.
Get Deal
Connect your HubSpot account
Select Deal ID from dropdown
Configure optional properties:
Additional Properties to Retrieve: Specify which deal fields to include
💡 Use case: Retrieve sales opportunity details for pipeline reporting, get deal information for workflow decisions, or extract deal data for sales automation.
How to Manage Meetings and Engagements
Get Meeting
Connect your HubSpot account
Select Meeting ID from dropdown
Configure optional properties:
Additional Properties to Retrieve: Specify which meeting fields to include
💡 Use case: Retrieve meeting details for follow-up automation, get meeting information for reporting, or extract meeting data for calendar integration.
Get Associated Meetings
Connect your HubSpot account
Enter From input (starting point for search)
Select From Object Type from dropdown
Choose Object ID from dropdown
Configure optional properties:
Time Frame: Limit meetings to specific time period
Most Recent Only: Return only the latest meetings
Additional Properties: Include specific meeting data
💡 Use case: Find meetings related to specific contacts or deals, retrieve meeting history for relationship analysis, or get associated meetings for workflow processing.
Create Meeting
Connect your HubSpot account
Configure meeting details and properties
Set optional associations to other CRM objects (contacts, companies, deals)
💡 Use case: Automatically schedule meetings from workflow triggers, create follow-up meetings based on deal progress, or establish meetings with new qualified leads.
Create Engagement
Connect your HubSpot account
Create interaction records for contacts
Track communication and touchpoints
💡 Use case: Log automated communications with contacts, record workflow-generated interactions, or track engagement from external systems.
How to Manage Sales Pipeline
Create Deal
Connect your HubSpot account
Set up new sales opportunities with complete deal properties
Associate with relevant contacts and companies
💡 Use case: Automatically create deals from qualified leads, generate sales opportunities from form submissions, or establish deals based on customer behavior triggers.
Update Deal
Connect your HubSpot account
Modify existing deal properties and status
Update pipeline stage and deal values
💡 Use case: Update deal progress based on customer actions, modify deal values from external data, or synchronize deal status with other sales tools.
How to Handle Customer Support
Create Ticket
Connect your HubSpot account
Generate customer service requests with complete ticket properties
Associate with relevant contacts and companies
💡 Use case: Automatically create support tickets from form submissions, generate tickets from monitoring alerts, or establish customer service requests from workflow triggers.
Update Ticket
Connect your HubSpot account
Modify ticket status, priority, and resolution details
Track customer service progress
💡 Use case: Update ticket status based on resolution progress, modify ticket priority from external systems, or synchronize support data across platforms.
How to Manage Contacts and Leads
Create Contact
Connect your HubSpot account
Add new contacts with comprehensive contact properties
Set initial engagement and lifecycle stage
💡 Use case: Add contacts from form submissions, create contacts from external lead sources, or establish contact records from workflow data.
Update Contact
Connect your HubSpot account
Modify contact properties, lifecycle stage, and engagement data
Update contact information from external sources
💡 Use case: Keep contact information current from external systems, update contact engagement based on behavior, or synchronize contact data across platforms.
Create Lead
Connect your HubSpot account
Generate new leads with qualification data
Set lead source and initial properties
💡 Use case: Create leads from marketing campaigns, generate leads from website behavior, or establish lead records from external sources.
Update Lead
Connect your HubSpot account
Modify lead qualification status and properties
Progress leads through qualification stages
💡 Use case: Update lead scores based on behavior, modify lead status from qualification workflows, or synchronize lead data with marketing tools.
How to Manage Workflows and Automation
Enroll Contact into Workflow
Connect your HubSpot account
Select Workflow from dropdown
Choose Contact Email from dropdown to identify the contact
Automatically add contacts to HubSpot marketing or sales workflows
💡 Note: The workflow API currently only supports contact enrollment.
💡 Use case: Trigger marketing sequences based on customer behavior, enroll contacts in nurture campaigns from external events, or start onboarding workflows for new customers.
How to Handle Files and URLs
Get File Public URL
Connect your HubSpot account
Select File URL from dropdown
Configure optional properties:
Public URL Expiration: Set access time limit (default: 3,600 seconds/1 hour)
💡 Use case: Generate accessible links for files uploaded through HubSpot forms, create temporary access to customer documents, or provide file access for external integrations.
How to Manage Tasks and Activities
Create Task
Connect your HubSpot account
Generate action items with complete task properties
Associate with relevant contacts, companies, or deals
💡 Use case: Create follow-up tasks from customer interactions, generate action items from deal progress, or establish tasks based on workflow milestones.
Update Task
Connect your HubSpot account
Modify task status, priority, and completion details
Update task assignments and due dates
💡 Use case: Update task progress from external systems, modify task priorities based on customer needs, or synchronize task management across platforms.
How to Manage Custom Objects
Update Customer Object
Connect your HubSpot account
Modify custom object properties specific to your organization
Update relationships with standard CRM objects
💡 Use case: Maintain custom data structures, update organization-specific information, or synchronize custom object data with external systems.
Understanding HubSpot Object Relationships
CRM Object Associations
Contacts can be associated with Companies, Deals, and Tickets
Companies can have multiple Contacts and Deals
Deals can be associated with Contacts and Companies
Tickets can be linked to Contacts and Companies
Meetings can be associated with any CRM object
Tasks can be related to Contacts, Companies, or Deals
Workflow Integration
Workflows automate sequences of actions based on triggers
Contact enrollment triggers marketing and sales sequences
Workflow actions can update properties, send emails, create tasks
Integration enables external triggers for HubSpot workflows
Important Considerations
Object IDs are unique identifiers required for specific record operations
Additional Properties allow you to specify which data fields to retrieve or update
Create if Not Found option automatically generates records when searches return no results
Public URL expiration defaults to 1 hour (3,600 seconds) for security
Workflow enrollment currently supports contacts only
Custom objects require proper setup in your HubSpot account
File URLs must be from files uploaded through HubSpot forms
⚠️ Data Management: Be cautious with "Create if Not Found" options to avoid duplicate records. Ensure proper data validation before automatic record creation.
How HubSpot Actions Work in Your Workflow
Add the appropriate HubSpot action based on your CRM and marketing needs
Connect your HubSpot account securely
Configure required fields (object types, IDs, search criteria, etc.)
Set optional properties for additional data retrieval and advanced functionality
Connect the action to other workflow steps as needed
When the workflow runs, the HubSpot action will execute the specified operation
CRM and customer data become available as variables for subsequent workflow actions
Common Workflow Patterns
Lead Management and Qualification
Create leads from form submissions and external sources
Search for existing contacts before creating duplicates
Enroll qualified leads into nurture workflows
Update lead scores based on engagement behavior
Sales Pipeline Automation
Create deals from qualified opportunities
Update deal stages based on customer actions
Associate deals with relevant contacts and companies
Generate follow-up tasks for sales team
Customer Support Integration
Create tickets from support requests and monitoring alerts
Update ticket status based on resolution progress
Associate tickets with customer contact and company records
Generate tasks for support team follow-up
Marketing Campaign Coordination
Enroll contacts in workflows based on behavior triggers
Update contact properties from campaign engagement
Create engagements to track marketing touchpoints
Generate public URLs for campaign assets
Data Synchronization and Reporting
Search CRM objects for reporting and analysis
Update contact and company information from external sources
Retrieve associated meetings and activities for relationship analysis
Maintain custom objects with organization-specific data
💡 Best Practice: Use HubSpot actions to seamlessly integrate customer relationship management into your business processes - from automated lead qualification and deal progression to comprehensive customer support and marketing campaign coordination across your entire customer lifecycle.
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