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

1. 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

2. 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

3. Click on HubSpot to view available actions

4. Select your desired HubSpot action from the comprehensive list

How to Connect Your HubSpot Account

Initial Setup

1. Click "Connect HubSpot Account" in any HubSpot action

2. Follow the HubSpot authentication process

3. Grant necessary permissions for CRM, sales, and marketing access

4. 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

1. Connect your HubSpot account

2. Select Object Type from dropdown:

   • Contacts, Companies, Deals, Tickets, Line Items, Products

   • Feedback Submissions, Leads, Custom Objects

3. 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

1. Connect your HubSpot account

2. Select Contact ID from dropdown

3. 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

1. Connect your HubSpot account

2. Select Company ID from dropdown

3. 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

1. Connect your HubSpot account

2. Select Deal ID from dropdown

3. 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

1. Connect your HubSpot account

2. Select Meeting ID from dropdown

3. 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

1. Connect your HubSpot account

2. Enter From input (starting point for search)

3. Select From Object Type from dropdown

4. Choose Object ID from dropdown

5. 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

1. Connect your HubSpot account

2. Configure meeting details and properties

3. 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

1. Connect your HubSpot account

2. Create interaction records for contacts

3. 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

1. Connect your HubSpot account

2. Set up new sales opportunities with complete deal properties

3. 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

1. Connect your HubSpot account

2. Modify existing deal properties and status

3. 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

1. Connect your HubSpot account

2. Generate customer service requests with complete ticket properties

3. 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

1. Connect your HubSpot account

2. Modify ticket status, priority, and resolution details

3. 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

1. Connect your HubSpot account

2. Add new contacts with comprehensive contact properties

3. 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

1. Connect your HubSpot account

2. Modify contact properties, lifecycle stage, and engagement data

3. 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

1. Connect your HubSpot account

2. Generate new leads with qualification data

3. 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

1. Connect your HubSpot account

2. Modify lead qualification status and properties

3. 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

1. Connect your HubSpot account

2. Select Workflow from dropdown

3. Choose Contact Email from dropdown to identify the contact

4. 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

1. Connect your HubSpot account

2. Select File URL from dropdown

3. 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

1. Connect your HubSpot account

2. Generate action items with complete task properties

3. 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

1. Connect your HubSpot account

2. Modify task status, priority, and completion details

3. 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

1. Connect your HubSpot account

2. Modify custom object properties specific to your organization

3. 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

1. Add the appropriate HubSpot action based on your CRM and marketing needs

2. Connect your HubSpot account securely

3. Configure required fields (object types, IDs, search criteria, etc.)

4. Set optional properties for additional data retrieval and advanced functionality

5. Connect the action to other workflow steps as needed

6. When the workflow runs, the HubSpot action will execute the specified operation

7. 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.