Connect HubSpot to YoPlanning

Use 12 documented HubSpot triggers to run 5 documented YoPlanning actions.

12 source triggers

5 target actions

Reverse direction supported

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Why Connect HubSpot & YoPlanning?

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 YoPlanning action

Send the event into one of 5 documented actions, such as List Categories, List Clients, List Orders.

Map and review the workflow

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

Available Triggers & Actions

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