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Connect HubSpot to Roam Research

Use 12 documented HubSpot triggers to run 10 documented Roam Research actions.

12 source triggers
10 target actions
Reverse direction supported

Why Connect HubSpot & Roam Research?

Start with a HubSpot event

Choose from 12 documented triggers, including Deleted Blog Posts, New Company Property Change, New Contact Added to List.

Run a Roam Research action

Send the event into one of 10 documented actions, such as Add Content To Daily Note Page, Add Content To Page, Add Content Underneath Block.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

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New Company Property Change

Emit new event when a specified property is provided or updated on a company. See the documentation

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New Contact Added to List

Emit new event when a contact is added to a HubSpot list. See the documentation

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New Contact Property Change

Emit new event when a specified property is provided or updated on a contact. See the documentation

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New Custom Object Property Change

Emit new event when a specified property is provided or updated on a custom object.

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New Deal In Stage

Emit new event for each new deal in a stage.

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New Deal Property Change

Emit new event when a specified property is provided or updated on a deal. See the documentation

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New Email Event

Emit new event for each new Hubspot email event.

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New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

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New Engagement

Emit new event for each new engagement (call, email, meeting, note, postal mail, or task) created. Per-activity docs: Calls Emails Meetings Notes Postal Mail Tasks See the documentation

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New Events

Emit new event for each new Hubspot event. Note: Only available for Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, or CMS Hub Enterprise accounts

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New Form Submission

Emit new event for each new submission of a form.

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Actions (24)

Add Comment

Adds a comment to a thread. See the documentation

Add Contact to List

Adds a contact to a specific static list. See the documentation

Add Note to Contact

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archive Thread

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Batch Create Companies

Create a batch of companies in Hubspot. See the documentation

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email. See the documentation

Batch Update Companies

Update a batch of companies in Hubspot. See the documentation

Batch Upsert Companies

Upsert a batch of companies in Hubspot. See the documentation

Clone Marketing Email

Clone a marketing email in HubSpot. See the documentation

Clone Site Page

Clone a site page in Hubspot. See the documentation

Create a New Workflow

Create a new workflow. See the documentation

Create Association

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create Associations

Create associations between objects. See the documentation

Create Blog Post

Creates a new blog post in HubSpot. See the documentation

Create Communication

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create Company

Create a company in Hubspot. See the documentation

Create Contact Workflow

Create a contact workflow in Hubspot. See the documentation

Create CRM Object

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create Custom Object

Create a new custom object in Hubspot. See the documentation

Create Deal

Create a deal in Hubspot. See the documentation

Create Engagement

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create Form

Create a form in HubSpot. See the documentation

Create Landing Page

Create a landing page in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation

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Roam Research

Triggers (1)

New Modified Linked Reference

Emit new event for each new or modified linked reference in Roam Research.

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Actions (10)

Add Content To Daily Note Page

Adds content as a child block to a daily note page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.

Add Content To Page

Add content as a child block to an existing or new page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.

Add Content Underneath Block

Add content underneath an existing block in your Roam Research graph (access to encrypted and non encrypted graphs). See the documentation

Append Blocks

Generic append blocks for Roam Research pages. See the documentation.

Get Page Or Block Data

Get the data for a page or block in Roam Research (access only to non ecrypted graphs). See the documentation.

Pull

Generic pull for Roam Research pages. See the documentation.

Pull Many

Generic pull many for Roam Research pages. See the documentation.

Query

Generic query for Roam Research pages. See the documentation.

Search Title

Search for a title in Roam Research pages (access only to non ecrypted graphs). See the documentation.

Write

Generic write for Roam Research pages. See the documentation.

Integration Features

12 documented HubSpot triggers
10 documented Roam Research actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Roam Research to HubSpot direction

Capability Examples

HubSpot trigger → Roam Research action

Catalog example
HubSpotHubSpot

Deleted Blog Posts

Roam ResearchRoam Research

Add Content To Daily Note Page

Roam Research trigger → HubSpot action

Reverse direction
Roam ResearchRoam Research

New Modified Linked Reference

HubSpotHubSpot

Add Comment

How It Works

1

Connect Apps

Authenticate your HubSpot and Roam Research accounts

2

Choose a Trigger

Select a documented HubSpot event

3

Choose an Action

Select the documented Roam Research operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 12 documented HubSpot triggers.

Automated Actions

Run one of 10 documented Roam Research actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Roam Research to HubSpot for bidirectional automation

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All HubSpot Integrations

Explore all available HubSpot connections

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All Roam Research Integrations

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