Connect Salesforce to HubSpot

Use 10 documented Salesforce triggers to run 24 documented HubSpot actions.

10 source triggers

24 target actions

Reverse direction supported

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Why Connect Salesforce & HubSpot?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a HubSpot action

Send the event into one of 24 documented actions, such as Add Comment, Add Contact to List, Add Note to Contact.

Map and review the workflow

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

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

polling

New Company Property Change

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

polling

New Contact Added to List

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

polling

New Contact Property Change

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

polling

New Custom Object Property Change

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

polling

New Deal In Stage

Emit new event for each new deal in a stage.

polling

New Deal Property Change

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

polling

New Email Event

Emit new event for each new Hubspot email event.

polling

New Email Subscriptions Timeline

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

polling

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

polling

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

polling

New Form Submission

Emit new event for each new submission of a form.

polling

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