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HubSpot Zapier integrationAutomate HubSpot with Zapier.
The HubSpot Zapier integration gives you 27 triggers, 44 actions and 14 searches. Seven of those triggers are instant. Here is what each one does, which plan it needs, what it costs in tasks, and where it tends to break.
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What the HubSpot Zapier integration actually does
Connecting HubSpot to Zapier lets an event in your CRM (a form filled in, a deal created, a contact property changed) start work in HubSpot or in another app, with nobody copying data by hand. Zapier is the go-between: it watches HubSpot, then writes, updates or looks things up for you.
Three results people build first. A lead that routes itself: New Form Submission fires, Create or Update Contact keeps the record clean, and Add Contact to Workflow hands the lead to your nurturing sequence. A pipeline that reports on itself: New Deal or Updated Deal Stage starts the Zap, and Create Engagement logs the note or task your sales team would otherwise forget. Support that stays in sync: New Ticket or New Ticket Property Change pushes the update to whatever tool your support people live in, and Update Ticket brings the answer back.
Now the limits. Seven triggers are instant, the other twenty poll on a timer, and on the free plan that timer is 15 minutes. Add Contact to List and Remove Contact From List only touch static lists, because HubSpot does not let anyone add to a dynamic list by hand. Several operations depend on your HubSpot subscription, not on Zapier: New Contact in List, Add Contact to List and Remove Contact From List need Marketing Hub Starter or above, and Create Enterprise Event needs Marketing Hub Enterprise. And nothing from before the Zap was switched on gets picked up.
If you want to compare the same job elsewhere, we cover the HubSpot n8n integration and the HubSpot Make integration with the same angle.
Zapier vocabulary, in one minute
Eight words you will meet in the editor. Each one is explained once, here, and used as is afterwards.
- Zap
- The automation you build on Zapier. One trigger, then one or more actions that run each time that trigger happens.
- Trigger
- The HubSpot event that starts your Zap, like a new deal. Once the Zap is on, Zapier sits and waits for it.
- Action
- What the Zap does after it starts: the step that creates, updates or sends something on your behalf.
- Task
- What Zapier bills you for. One action that completes successfully equals one task, and your plan counts those.
- Polling vs instant
- A polling trigger is checked on a timer. An instant trigger is reported by HubSpot itself the moment the event happens.
- Filter
- A step that lets the Zap carry on only when the incoming record meets a condition you set, and stops it otherwise.
- Search step
- A step that looks up a record already sitting in HubSpot, so later steps can reuse its ID or properties.
- Connection
- Your HubSpot account linked to Zapier once, then reused by every step of every Zap that touches HubSpot.
What it really costs in tasks
HubSpot is not a premium app, so it works on the free plan. The bill comes from actions, never from the trigger.
- Free plan100 tasks a month, unlimited Zaps
- Free plan, Zap size2 steps: one trigger, one action
- Premium appNo, HubSpot works on every plan
- Trigger cost0 tasks
Watching HubSpot costs nothing, however often Zapier checks. Each action that succeeds counts as one task, so a Zap with three actions uses three times what a one-action Zap uses. An action that fails is not counted. The catch on the free plan is size: one trigger, one action. Add a filter, a search or a second action and the Zap becomes multi-step, which needs a paid plan, whatever the app you connect.
Connect your HubSpot account
- 01
Open your apps
In Zapier, go to the Apps page of your account and click + Add connection. You need a HubSpot account, plus access to any records you do not own yourself but want the Zap to touch.
- 02
Pick HubSpot
Type HubSpot in the search box of the dialog that opens, select it in the results, then click Add connection. A new browser tab opens on the HubSpot sign-in page.
- 03
Sign in and allow access
Log in to HubSpot in that tab and grant Zapier access to the account. The connection now shows up in your list, and every HubSpot step you build will offer it.
Your first HubSpot Zap, step by step
GoalTurn qualified form submissions into deals, without touching the CRM.
- 01
Create the Zap
Start a new Zap and pick HubSpot as the app that starts it. Choose New Form Submission as the event, then select the HubSpot connection you added earlier.
- 02
Choose the form
The Form field is required: pick the exact form to watch. Since this trigger is instant, the editor shows a lightning bolt and the Zap fires the second someone submits.
- 03
Test the trigger
Run the test. Zapier pulls the three most recent submissions of that form, so you map the next steps on a real one rather than on placeholder values.
- 04
Add the filter
Click the plus icon, add a Filter, set the field, the rule and the value. Pick a text rule for text answers. This filter makes the Zap multi-step, so it needs a paid plan.
- 05
Add Create Deal
Add HubSpot again, choose Create Deal, and map the form answers into the deal properties you care about. Test the step and check the deal it created in HubSpot.
- 06
Publish
Click Publish to switch the Zap on. Only submissions made after this moment will count: earlier ones stay where they are.
The 27 HubSpot triggers
27 events start a Zap when something happens in HubSpot, and 7 of them are instant: the app calls Zapier straight away, whatever your plan.
New Company
Polling triggerIn Zapier“Triggers when new company is available.”
This one starts a Zap each time a new company record becomes available in your HubSpot CRM. You get the new company and its properties to pass along.
New Contact
Polling triggerIn Zapier“Triggers when new contact is available.”
Whenever a fresh contact lands in HubSpot, this trigger hands it to your Zap with its properties. It is the broadest way to react to people entering your database.
CRM Object Recently Created
Polling triggerIn Zapier“Triggers when a CRM object is recently created.”
A generic watcher: you tell it which kind of CRM record to follow, and it fires whenever a record of that kind gets created. It saves you from hunting for a dedicated trigger when the object type is less common.
Company Recently Created or Updated
Polling triggerIn Zapier“Triggers when a company recently created or updated.”
Fires on companies that were just added and on companies that someone edited. That makes it the trigger for keeping a mirror of your accounts current, rather than only reacting to brand new ones.
Contact Recently Created or Updated
Polling triggerIn Zapier“Triggers when a contact recently created or updated.”
Picks up both new contacts and edits to existing ones, so any change to a person in HubSpot can travel elsewhere. Think of it as the catch-all for contact data.
Line_item Recently Created or Updated
Polling triggerIn Zapier“Triggers when a line_item recently created or updated.”
Line items are the product rows attached to a deal or a quote. This trigger fires when one is added or changed.
Product Recently Created or Updated
Polling triggerIn Zapier“Triggers when a product recently created or updated.”
Watches your HubSpot product library and fires when a product is added or an existing one is edited.
Deal Property Change
Instant triggerIn Zapier“Triggers when a specified property is provided or updated on a Deal.”
You choose one deal property, and the Zap runs whenever that property gets a value or changes on any deal. It is the precise way to react to the one field that matters, such as an amount or a close date.
New Email Event
Polling triggerIn Zapier“Triggers when all, or some specific new email event is available.”
Follows what happens to your HubSpot marketing emails. You can take every email event or narrow it down to specific ones, and each event becomes a run of your Zap.
Email Subscriptions Timeline
Polling triggerIn Zapier“Triggers when new email timeline subscription added for the portal.”
Fires when a new entry is added to the email subscription timeline of your HubSpot portal, in other words when someone's subscription status for your emails moves.
New Engagement
Polling triggerIn Zapier“Triggers when new engagement created.”
In HubSpot, an engagement is a logged activity: a note, a call, a meeting, a task or an email recorded on a record. This trigger fires each time one is created.
New Form Submission
Instant triggerIn Zapier“Triggers when a form is submitted.”
Runs the Zap as soon as someone submits one of your HubSpot forms, with every answer they gave. For lead handling, it is the most direct starting point on the list.
New Line_item
Polling triggerIn Zapier“Triggers when new line_item is available.”
Only reacts to brand new line items, the product rows added to deals or quotes, and leaves later edits alone. Use it when the moment of adding matters, not the corrections.
New Contact in List
Instant triggerIn Zapier“Triggers when a contact is added to the specified list. (Marketing Hub Starter plans and above).”
Pick one HubSpot list and the Zap runs each time a contact joins it. Because lists carry your segmentation, this is how a segment decision in HubSpot becomes an action elsewhere.
New COS Blog Article
Polling triggerIn Zapier“Triggers when a new article is added to your COS blog.”
Fires when an article is added to your blog hosted on HubSpot. You decide whether drafts, published posts or both should count, which changes who the Zap is really for.
New Custom Object
Instant triggerIn Zapier“Triggers when a new custom object is created.”
If your company built its own object types in HubSpot (vehicles, contracts, properties, whatever your business tracks), this trigger fires when a new record of one of them is created.
New Deal
Instant triggerIn Zapier“Triggers when a new Deal is created.”
Starts the Zap the instant a deal is created in HubSpot, with the deal's properties ready to map. Of the deal triggers, it is the one to pick when a deal's birth is the event.
New Social Media Message
Polling triggerIn Zapier“Triggers when a message is posted from HubSpot to the specified social media channel.”
Every message HubSpot sends out to one of your connected social channels starts this trigger. It follows your publishing, not mentions or replies from other people.
New Ticket Property Change
Polling triggerIn Zapier“Triggers when a specified property is provided or updated on a ticket.”
Choose a ticket property, and the Zap runs whenever it gets filled or changes on any ticket. You also pick which other properties to bring along, so later steps have the context.
New Product
Polling triggerIn Zapier“Triggers when new product is available.”
Fires only on products freshly added to your HubSpot product library. Price changes on existing products stay invisible to it.
New Ticket
Polling triggerIn Zapier“Triggers when new ticket is available.”
Each new support ticket in HubSpot becomes a run of the Zap, with its properties ready for the next steps. It is the starting point for any help-desk automation.
CRM Object Recently Updated
Polling triggerIn Zapier“Triggers when a CRM object is recently updated.”
The generic counterpart for edits: pick an object type, and any update to a record of that type fires the Zap. Handy for object types without their own update trigger.
CRM Object Property Recently Updated
Polling triggerIn Zapier“Triggers when a specified property is updated on a CRM object.”
Narrower than the previous one: you pick both an object type and one property, and only a change on that property fires the Zap. Fewer runs, less noise.
New Company Property Change
Polling triggerIn Zapier“Triggers when a specified property is provided or updated on a company.”
Despite the word new in its name, this watches existing companies: pick one company property, and the Zap runs each time it is set or changed.
New Contact Property Change
Instant triggerIn Zapier“Triggers when a specified property is provided or updated on a contact.”
Pick one contact property, and the Zap runs whenever that value appears or changes on any contact. It turns a single field in HubSpot into a switch for work in other tools.
New Custom Object Property Change
Instant triggerIn Zapier“Triggers when a specified property is provided or updated on a custom object.”
For the object types your company created in HubSpot: the Zap fires when a property is set or updated on a record of the chosen custom object.
Updated Deal Stage
Polling triggerIn Zapier“Triggers when a deal enters a specified stage.”
Pick a pipeline stage, such as won or proposal sent, and the Zap runs whenever a deal enters it. It reads like the classic sales trigger, and it is.
The 44 HubSpot actions
HubSpot gives you 44 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
- Update Contact Subscription Preferences
- Add Contact to List
- Create Company Deprecated
- Create Company
- Create Contact
- Create Associations
- Create CRM Object
- Create Engagement
- Create List
- Create Social Media Message
- Create Custom Object
- Create Deal Deprecated
- Create Deal
- Delete CRM Object
- Add Contact to Workflow
- Get Company
- Get Contact
- Get Custom Object
- Get Deal
- Get File Public URL
- Get Line_item
- Get Product
- Get Ticket
- Create Line_item
- Create COS Blog Post
- Create Enterprise Event
- Create Product
- Get CRM Object
- Remove Associations
- Remove Contact From List
- Create Form Submission
- Create Ticket
- Update Company
- Update Contact
- Update Deal
- Update Line_item
- Update CRM Object
- Update Product
- Update Ticket
- Update Custom Object
- Remove Email Subscription
- Upload File
- Create or Update Contact
- API Request (Beta)
Update Contact Subscription Preferences
ActionIn Zapier“Adds a contact to one or more subscription types in HubSpot.”
Subscribes a contact to one or more of your email subscription types in HubSpot.
Add Contact to List
ActionIn Zapier“Adds a contact to a specific static list. (Marketing Hub Starter plans and above)”
Puts an existing contact into one of your static lists, so campaigns or reports built on that list include them.
Create Company Deprecated
ActionIn Zapier“Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.”
The older way to add a company, still listed in the editor and flagged as deprecated.
Create Company
ActionIn Zapier“Creates a Company in HubSpot.”
Adds a company record to your CRM and fills in the properties you map from earlier steps.
Create Contact
ActionIn Zapier“Creates a Contact in HubSpot.”
Writes a new person into HubSpot with whatever details the trigger brought, from name and email to custom properties.
Create Associations
ActionIn Zapier“Creates associations between objects.”
Links records together in HubSpot: a contact to a company, a deal to a contact, a line item to a deal.
Create CRM Object
ActionIn Zapier“Creates a CRM object in HubSpot”
A single action that can create any kind of CRM record: you pick the type, then fill the fields HubSpot asks for.
Create Engagement
ActionIn Zapier“Creates a new Engagement for a contact, in HubSpot.”
Logs an activity, such as a note, a task or a call, on a contact's timeline in HubSpot.
Create List
ActionIn Zapier“Creates a new list (segment) in HubSpot. Use this to organize records for segmentation, filtering, and grouping.”
Builds a new list, which HubSpot also calls a segment, to group records for filtering or targeting.
Create Social Media Message
ActionIn Zapier“Creates and immediately publishes a message on a specified social media channel.”
Posts a message on one of the social channels connected to HubSpot, and publishes it right away.
Create Custom Object
ActionIn Zapier“Creates a Custom Object in HubSpot.”
Adds a record to one of the object types your company defined in HubSpot.
Create Deal Deprecated
ActionIn Zapier“Creates a new deal. Deprecated, please switch to "Create Deal" action for the most reliable experience with your Zap.”
The retired version of deal creation, still offered in the editor.
Create Deal
ActionIn Zapier“Creates a Deal in HubSpot.”
Opens a deal in your pipeline with the amount, stage and other properties you map in.
Delete CRM Object
ActionIn Zapier“Deletes a CRM object from HubSpot”
Removes a record of any CRM type from HubSpot.
Add Contact to Workflow
ActionIn Zapier“Adds a contact to a specific workflow.”
Enrols a contact in one of your HubSpot workflows, so the sequence you built in HubSpot takes over from there.
Get Company
ActionIn Zapier“Gets a Company.”
Fetches the full record of a company when you already hold its HubSpot ID.
Get Contact
ActionIn Zapier“Gets a Contact.”
Reads every property of one person from their HubSpot ID, so later steps have the full picture.
Get Custom Object
ActionIn Zapier“Gets a Custom Object.”
Opens a record of one of your own object types and returns its properties.
Get Deal
ActionIn Zapier“Gets a Deal.”
Pulls a deal's current properties from its ID, useful when the trigger only told you something changed.
Get File Public URL
ActionIn Zapier“Gets a publicly accessible URL for a file that was uploaded using a HubSpot form.”
Turns a file someone uploaded through a HubSpot form into a link anyone can open.
Get Line_item
ActionIn Zapier“Gets a Line_item.”
Retrieves one product row from its ID, so later steps can read what that row holds.
Get Product
ActionIn Zapier“Gets a Product.”
Reads a product from your library by its ID.
Get Ticket
ActionIn Zapier“Gets a Ticket.”
Brings back a ticket's details from its HubSpot ID.
Create Line_item
ActionIn Zapier“Creates a Line_item in HubSpot.”
Creates a product row of the kind HubSpot attaches to deals and quotes.
Create COS Blog Post
ActionIn Zapier“Creates a blog post in your HubSpot COS blog.”
Writes a blog article into your HubSpot-hosted blog, as a draft or published straight away.
Create Enterprise Event
ActionIn Zapier“Creates a new custom enterprise event. (Marketing Hub Enterprise plans only)”
Records a custom event against a contact, which your HubSpot reports and workflows can then use.
Create Product
ActionIn Zapier“Creates a Product in HubSpot.”
Adds an item to your HubSpot product library, ready to be attached to deals and quotes.
Get CRM Object
ActionIn Zapier“Gets a CRM object from HubSpot by ID”
Reads any type of CRM record by its ID, the generic version of the Get actions above.
Remove Associations
ActionIn Zapier“Removes associations between objects.”
Breaks an existing link between two HubSpot records, without deleting either one.
Remove Contact From List
ActionIn Zapier“Remove a contact from a specific static list. (Marketing Hub Starter plans and above)”
Takes a contact out of a static list, the reverse of the previous action.
Create Form Submission
ActionIn Zapier“Creates a new submission for a selected form.”
Sends data into one of your HubSpot forms as if a visitor had filled it in.
Create Ticket
ActionIn Zapier“Creates a Ticket in HubSpot.”
Raises a support ticket inside HubSpot, so issues from other channels end up in the same queue as the rest.
Update Company
ActionIn Zapier“Update a Company in HubSpot.”
Changes properties on a company that already exists in HubSpot, leaving the others untouched.
Update Contact
ActionIn Zapier“Update a Contact in HubSpot.”
Edits an existing contact: new phone number, new owner, a property flipped by something that happened elsewhere.
Update Deal
ActionIn Zapier“Update a Deal in HubSpot.”
Moves a deal forward or corrects it: stage, amount, close date or any property you map.
Update Line_item
ActionIn Zapier“Update a Line_item in HubSpot.”
Adjusts one product row on a deal or quote.
Update CRM Object
ActionIn Zapier“Updates a CRM object in HubSpot”
The all-purpose editor: choose a record type, give the record, and set the properties to change.
Update Product
ActionIn Zapier“Update a Product in HubSpot.”
Keeps a product in your HubSpot library current, for example after a price change upstream.
Update Ticket
ActionIn Zapier“Update a Ticket in HubSpot.”
Changes the status, priority or other properties of a ticket already open in HubSpot.
Update Custom Object
ActionIn Zapier“Update a Custom Object in HubSpot.”
Edits a record of one of your company's own object types in HubSpot.
Remove Email Subscription
ActionIn Zapier“Remove Email Subscription.”
Unsubscribes an email address from every email you send from HubSpot.
Upload File
ActionIn Zapier“Uploads a file to HubSpot File Manager.”
Drops a file into the HubSpot File Manager, inside the folder you choose.
Create or Update Contact
ActionIn Zapier“Creates a new contact or updates an existing contact based on email address.”
Looks at the email address, then either creates the contact or updates the one already there. One step, no duplicate.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
An advanced step that sends a raw request to HubSpot using your existing connection, for what no other action covers.
The 14 HubSpot searches
14 search steps look for data that already exists in HubSpot, so a later step can use it.
A search step finds a record that already exists, so the next steps can update it or link to it. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Some fields also offer + Add search step, which inserts one just before. Each app decides whether a search wants an exact match or something close.
Find CRM Object
SearchIn Zapier“Finds CRM objects by searching with filters”
Searches any CRM record type with filters you set, then hands the match to the following steps.
Find Company Deprecated
SearchFind or createIn Zapier“Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.”
The older company search, still visible for Zaps built on it. Its find-or-create twin, Find or Create Company, is the same search with the creation box ticked.
Find Company
SearchFind or createIn Zapier“Finds a company by searching.”
Finds an existing company so you can update it or attach things to it. The editor also shows it as Find or Create Company, which is this search with the creation box ticked.
Find Contact
SearchFind or createIn Zapier“Finds a contact by searching.”
Locates a person already in HubSpot. Its Find or Create Contact line is not a separate action, just this search creating the contact when none turns up.
Find Custom Object
SearchFind or createIn Zapier“Finds a custom object by searching.”
Looks for a record among your company's own object types. Find or Create Custom Object is the same search, set to create the record when it is missing.
Find Deal Deprecated
SearchFind or createIn Zapier“Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.”
The previous deal search, kept for older Zaps, with its own Find or Create Deal variant built on the same key.
Find Deal
SearchFind or createIn Zapier“Finds a deal by searching.”
Finds a deal so a later step can update or link it. Find or Create Deal is this search opening a new deal when nothing matches.
Find Associations
SearchIn Zapier“Find associations between objects.”
Lists the records linked to a given record, such as the contacts tied to a company or the deals tied to a contact.
Get Owner by Email
SearchIn Zapier“Gets an existing owner by email.”
Finds the HubSpot user, called an owner, behind an email address, so you can assign records to them.
Get Pipeline Stage Details
SearchIn Zapier“Finds and retrieves CRM object pipeline stage details.”
Turns pipeline and stage IDs into readable details, such as the stage name.
Get Owner by ID
SearchIn Zapier“Gets an existing owner by ID.”
Reads an owner's details from their internal HubSpot ID.
Find Line_item
SearchFind or createIn Zapier“Finds a line_item by searching.”
Looks up a product row already in HubSpot. Its Find or Create Line_item variant creates the row when the search comes back empty.
Find Product
SearchFind or createIn Zapier“Finds a product by searching.”
Searches your product library for an item. With the creation box ticked it becomes Find or Create Product, still the same search.
Find Ticket
SearchFind or createIn Zapier“Finds a ticket by searching.”
Tracks down a support ticket that already exists. Find or Create Ticket is this same search opening a ticket when none is found.
The three settings every search exposes
- Successful if no search results are found?Left as is, a search that finds nothing stops the Zap and skips the steps that need its result. Switch it on and the Zap goes on empty-handed.
- Create X if it doesn't exist yet?Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields to create the missing record.
- If multiple search results are found?Three choices when several records match: keep the first one (the default), stop the Zap, or pass all of them on.
When a HubSpot Zap breaks
Most failures fall into a few patterns. Zapier keeps a help article for each of the first five cases below; the last one comes from its general rules.
The usual suspects are HubSpot's own speed limits, IDs that are not IDs, searches that come back empty and test data that never shows. Add the general rules: a Zap ignores everything that happened before it was switched on, and a Zap writing where it listens can loop. Our Zapier troubleshooting page goes deeper.
You have reached your secondly limit
HubSpot's error when the per-second limit on its side is reached. Zapier's help centre has an article named after this exact message.You have reached your ten_secondly_rolling limit
HubSpot's error for a limit measured over a rolling ten-second window. Zapier's help centre gives it a separate article.Object not found. objectId are usually numeric
HubSpot does not recognise the ID it received; as the message says, its IDs are usually numeric. Map the ID coming out of a trigger or a search.Nothing could be found for the search
A search came back empty and the Zap stopped. Check the value you search on, or let the search succeed with no result.Zap cannot find test records
The trigger test brings back the three most recent items of the account; when it finds none, Zapier's help article on this message is the place to start.No catch-up and no loops
Records from before you published are never picked up. And a Zap that updates what its own trigger watches fires itself again.
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