HubSpot action nodes in Flow Builder enable seamless data synchronization and automation between HubSpot and SleekFlow. These nodes allow you to search, create, and update HubSpot records, ensuring that customer data stays up-to-date and relevant actions are triggered automatically.

Search HubSpot records

The “Search HubSpot records” action node allows you to search for and retrieve a specific HubSpot record based on defined criteria. It is essential for workflows that require existing customer data to determine the next action.

To update a specific HubSpot record accurately, you will need to provide the relevant record ID. The “Search HubSpot records” action allows you to retrieve the correct record by searching HubSpot based on defined criteria. Once the matching record is found, its ID can be used in the “Update HubSpot record” action node to ensure seamless and precise data updates between platforms.

To set up the node, follow the steps below:

1. Click on the “Search HubSpot records” action node to open up its form, which will appear on the right side of the screen
   
2. Select the HubSpot company and the object you want to use within this node. If you have not connected to a HubSpot company, you can refer to the Connect to your HubSpot company help center article
3. The node form contains the following fields for you to configure your action:
   1. Search conditions: This is an optional step for you to define the search condition. The first match record found will be used for you to set up the flow variable
      

Create HubSpot record

The “Create HubSpot record” action node creates a new record in HubSpot when triggered. You can use it to add new HubSpot contacts, custom objects on HubSpot directly from SleekFlow.

Common use cases include:

• Lead generation: When a new customer interacts with your business in SleekFlow, create a HubSpot contact for future follow-ups.
• Sales pipeline automation: When a customer expresses interest in a product, automatically create a new deal in HubSpot.
• Customer support requests: When a customer submits an inquiry, generate a HubSpot ticket to track and resolve the issue.

To set up the node, follow the steps below:

1. Click on the “Create HubSpot record” action node to open up its form, which will appear on the right side of the screen
   
2. Select the HubSpot company and the object you want to use within this node. If you have not connected to a HubSpot company, you can refer to the Connect to your HubSpot company help center article
3. The node form contains the following fields for you to configure your action:
   1. Mandatory fields: These fields are pre-filled with the mandatory HubSpot properties required to create a record. For example, when creating a contact, “Last Name” is automatically included since it’s a required field for HubSpot. Input the value directly into the text bar or insert a variable by clicking (x)
   2. Add optional property mapping: To add more details, click “+ Add set,” select the record property from the dropdown, and define the property value in the “Set to” field
      

Update HubSpot record

The “Update HubSpot record” action node modifies an existing HubSpot record with new information. It ensures that customer data remains consistent across both platforms.

Common use cases include:

• Update lead status: When a contact engages with a sales message, update their HubSpot lead status.
• Sync customer details: If a customer updates their phone number in SleekFlow, reflect the change in HubSpot.
• Track order progress: When an order is placed in SleekFlow, update the corresponding deal’s stage in HubSpot.

To set up the node:

1. Click on the “Update HubSpot record” action node to open up its form, which will appear on the right side of the screen
   
2. Select the HubSpot organization you want to use within this node, if you have not connected to a HubSpot organization, you can refer to the Connect to your HubSpot organization Help Center article
3. The node form contains the following fields for you to configure your action:
   1. Record identifier: Provide the HubSpot record ID of the record you wish to update, either by manually entering the ID or using a variable
   2. Record property: Select the property you want to update
   3. New value: Enter the new value or content for the selected record property