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HubSpot CRM modules

Last update: Thu Sep 07 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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The Adobe Workfront Fusion HubSpot CRM modules enable you to monitor events, records, contacts, engagements, file and form submissions, or create, retrieve, update and delete records, contacts, engagements, events, or files in your HubSpot CRM account.

Access requirements

You must have the following access to use the functionality in this article:

Adobe Workfront plan*
Pro or higher
Adobe Workfront license*
Plan, Work
Adobe Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

Prerequisites

To use HubSpot CRM modules, you must have a HubSpot CRM account.

Connect Adobe Workfront Fusion to HubSpot CRM

For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions

HubSpot CRM modules and their fields

When you configure Hubspot CRM modules, Workfront Fusion displays the fields listed below. Along with these, additional Hubspot CRM fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.

CRM objects

Search for CRM Objects

This search module searches for CRM objects by custom properties or by query. To search for products or line items, use a special connection with a required custom scope.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Limit
Enter or map the maximum number of items that the module will return in one execution cycle.
Object Type to Search
Select the type of Hubspot CRM object that you want to search for.
Output properties
Select the properties that you want to appear in the module's output. The available fields depend on the object you selected.
Filter by

Select how you want to filter the search

  • Query

    Enter or map the query

  • Properties

    Enter the groups or filters for your search.

Sort by

Click if you want to sort the results. If you choose to sort results, the following fields appear.

  • Property name

    Select the property by which you want to sort results

  • Direction

    Choose whether you want to sort the results in an ascending or descending direction.

Records (Deals, Contacts, and Companies)

Create a Record (Legacy)

This action module creates contact, a company, or a deal.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Record Type
Select the type of record you want to create
Properties
Fill in any properties that you want to set for the record. The available fields depend on the type of record you want to create.

Get a Record

This action module gets details of a contact, a company, or a deal.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Record Type

Select the record type.

  • Contact
  • Company
  • Deal
Search Type
If you are getting a contact, select whether you want to identify it by ID or by Email address.
ID
Enter the ID of the contact, company or deal that you want to retrieve.
Email
Enter the email address of the contact whose details you want to retrieve.

Update a Record

This action module updates a contact, a company, or a deal.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Record Type
Select the type of record you want to update.
Search Type

If you are getting a contact, select how you want to identify the record:

  • ID

  • Email

ID
Enter the ID of the contact, company or deal that you want to update.
Email
Enter the email address of the contact whose details you want to update.
Properties
Fill in any properties that you want to set for the record. The available fields depend on the type of record you want to create.

Delete a Record

This action module deletes a contact, a company, or a deal.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Record Type
Select the type of record you want to delete.
ID
Enter the ID of the contact, company, or deal you want to delete.

Get a Record Property

This action module gets metadata for a specific record property by its (internal) name.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Record Type
Select the type of record that has the property you want to retrieve metadata for.
Property Name
Select the property that you want to retrieve metadata for.
Option ID
Some properties have a set of available options that a user can select as the property value. Enter the ID of the option that represents the property value you want to retrieve.

Watch Records

This trigger module starts a scenario when a contact, company, or deal has been modified or created within the last 30 days. Output is limited to 10,000 records.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Record Type
Select the type of record that has the property you want to watch.
Search
Select whether you want to watch recently modified or recently created records.
Output Properties
Select the properties that you want to include in the module's output.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Contacts

Create/Update a Contact (Legacy)

Creates a contact if it doesn’t exist in a portal already, or updates it with the latest property values if it does exist in a portal.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Properties
Fill in any properties that you want to set or update for the contact.

Create/Update a Group of Contacts

Creates a group of contacts or updates them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so it can take several minutes for changes to be applied to contact records.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Batch of Contacts to Create/Update

Add the batch of contacts.

Click Add item to add a new contact. In the window that appears, enter or map the following information:

  • Search Type

    Select how you want to identify the contact:

    • ID

      Enter the ID of the contact that you want to create or update.

    • Email

      Enter the email address of the contact that you want to create or update.

  • Properties

    Fill in any properties that you want to set or updatefor the contact.

Add Contacts to a List

This module adds contact records that have already been created in the system to a contact list.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
List ID
Select the ID of the list to which you want to add the contact.
IDs/Emails

Select how you want to identify the contacts you want to add to the list:

  • IDs

    Add the IDs of the contacts that you want to add to the list.

  • Emails

    Add the email addresses of the contacts that you want to add to the list.

Remove a Contact from a List

Removes a contact from a contact list.

NOTE
You cannot manually remove contacts from a dynamic list.
Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
List ID
Select the ID of the list from which you want to remove the contact.
Contact ID
Enter the ID of the contact you want to remove from the list.

Merge contacts

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
ID 1
Enter the ID of the one of the contacts you want to merge.
ID 2
Enter the ID of the other contact that you want to merge.

Search for Contacts

Retrieves a list of contacts using the search query.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Query
Enter the search query.
Limit
Enter or map the maximum number of contacts Workfront Fusion should return during one scenario execution cycle.

List Contacts

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous or next contacts, you can use the advanced parameter to offset the list.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Limit
The maximum number of contacts Workfront Fusion should return during one scenario execution cycle.
Output properties
Select the properties that you want to appear in the module's output.

List Contacts of a Company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous or next contacts, you can use the advanced parameter to offset the list.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
ID
Enter the ID of the company whose contacts you want to list.
Limit
The maximum number of contacts Workfront Fusion should return during one scenario execution cycle.

Watch contacts added to a list

This trigger module starts a scenario when a new contact is added to a list. This is available only to users with a paid Marketing account.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
List ID
Enter or map the ID of the list that contains the contacts you want to watch.
Output Properties
Select the properties that you want to include in the module's output.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Deals

List Deal/Ticket Pipelines

Returns all deal and ticket pipelines for a given portal.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Object Type
Select whether you want to list deals or tickets.

Get a Deal’s CRM Pipeline

Returns a specific deal pipeline…

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Pipeline ID
Enter or map the ID of the pipeline you want to retrieve details for.
Stage ID
Enter or map the ID of the stage you want to retrieve details for.

Companies

Search for Companies by domain

Retrieves a list of companies based on an exact match to the domain property.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Domain
Enter the domain of the companies you want to search for, such as hubspot.com.
Limit
The maximum number of companies Workfront Fusion should return during one scenario execution cycle.
Output properties
Select the properties that you want to appear in the module's output.

Files

Create a Folder

This module creates a folder.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
Folder Name
Enter or map a name for the new folder.
Parent Folder ID
Select the ID of the parent folder for the folder you are creating.

Delete a Folder

Marks a folder as deleted.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
ID
Enter the ID of the folder that you want to delete.

Move a File

Moves a file to a different folder.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
File ID
Enter or map the ID of the file you want to move.
Folder ID
Select the ID of the folder where you want to move the file.
Name
Enter a name for the moved file.

Tickets

Delete a Ticket

Deletes an existing ticket by its ID.

Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
ID
Enter the ID of the ticket that you want to delete.

Make an API Call

Allows you to perform a custom API call.

NOTE
The following endpoints were deprecated in the HubSpot API on August 31, 2023, and can no longer be used in Fusion modules.
  • List content events
  • List social events
  • List calendar task events
  • List all calendar events
  • Create calendar task
  • Get calendar task by ID
  • Update calendar task
  • Delete a calendar task
Connection
For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to Adobe Workfront Fusion - Basic instructions
URL

Enter a path relative to https://api.hubapi.com/. For example, /contacts/v1/lists/all/contacts/all

For the list of available endpoints, refer to the HubSpot API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers
Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String
Enter the request query string.
Body
Add the body content for the API call in the form of a standard JSON object.When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.
INFO
Example: The following API call returns all contacts in your HubSpot account:
URL: /contacts/v1/lists/all/contacts/all
Method: GET
Matches of the search can be found in the module’s Output under Bundle > Body > contacts.
In our example, 3 contacts were returned:

Create a new application

  1. Log in to your HubSpot developer account.

  2. Select the Create an App option.

  3. Enter the App Name and Save the dialog.

  4. Select the scopes you will need for your webhook.

    For example, add contacts scopes for triggering the module when a new contact is created or deleted.

    The contacts scope is all you need to receive contacts, deals, and company event webhooks.

    note important
    IMPORTANT
    Do not fill in the Redirect URL field.
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