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HubSpot CRM modules

The ÃÛ¶¹ÊÓƵ 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:

ÃÛ¶¹ÊÓƵ Workfront plan*
Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*
Plan, Work
ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront plan, your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Prerequisites

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

HubSpot CRM API information

The HubSpot CRM connector uses the following:

Base URL
https://api.hubapi.com
API tag
v2.0.14

Connect ÃÛ¶¹ÊÓƵ Workfront Fusion to HubSpot CRM

For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions

NOTE
When configuring a connection, select the HubSpot CRM connection type. The HubSpot CRM (Deprecated) type supports existing connections, but we do not recommend using it to create new connections.

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 ÃÛ¶¹ÊÓƵ Workfront Fusion.

CRM objects

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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Start Offset Enter or map the ID of the first item you want to retrieve details for. This module only returns up to 5000 results at a time. Setting a start offset allows you to retrieve items other than the first 5000. If the start offset is 5000, the module would return items 5000-9999.

Watch CRM objects

This trigger module starts a scenario when a CRM object is created or updated.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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 object that you want to search for.
Output Properties Select the properties that you want to include in the output for this module.
Created/Updated Select whether you want to watch created (new) or updated (modified) objects.
Filter by

You can add a filter to ensure that the scenario starts only when certain conditions are met.

  • Query

    Enter the query that you want to filter by.

  • Properties

    For each property that you want to use to filter results, click Add item and enter the property name, operator, and property value.

Records (Deals, Contacts, and Companies)

Records (Deals, Contacts, and Companies)

Create a record

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Record Type Select the type of record you want to create.
Property groups For each property that you want to add when creating the record, select the group where the property is found. The property group will open, and you can then fill in the value for the properties. The available property groups and properties depend on the type of record you want to create.

Create a Record (Legacy)

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Delete a Record

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Get a Record Property

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

List Records

This search module returns a list of contacts, companies or deals. Output is limited to 5000 contacts, 12,500 companies, or 12,500 deals.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Type Select the type of record you want to return.
Output Properties Select the properties that you want to include in the output for this module.
Limit Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Update a Record

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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

Contacts

Add Contacts to a List

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Create/Update a Contact

This action module creates a contact if it doesn’t exist in a portal. If the contact does exist in the portal, this module updates it with the provided values.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Property groups For each property that you want to add when creating the contact, select the group where the property is found. The property group will open, and you can then fill in the values for the properties.

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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.
Contact ID [start offset] Enter or map the ID of the user that you want to start the list. For example, setting the Contact ID as the ID of the 101st contact will allow the module to list contacts 101-5100 rather than 1-5000.

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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.
Contact ID [start offset] Enter or map the ID of the user that you want to start the list. For example, setting the Contact ID as the ID of the 101st contact will allow the module to list contacts 101-5100 rather than 1-5000.

Merge contacts

This action module merges contacts

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Remove a Contact from a List

Removes a contact from a contact list.

note note
NOTE
You cannot manually remove contacts from a dynamic list.
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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Search for Contacts

Retrieves a list of contacts using the search query.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

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.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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

Deals

Get a Deal’s CRM Pipeline

Returns a specific deal pipeline…

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

List Deal/Ticket Pipelines

Returns all deal and ticket pipelines for a given portal.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Object Type Select whether you want to list deals or tickets.
Companies

Companies

Search for Companies by domain

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

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.
Engagements

Engagements

Associate an Engagement with a CRM object

This action module associates an engagement with a contact, company, or deal.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Type Select the type of CRM record that you want to associate an engagement with.
Engagement ID Enter or map the ID of the engagement that you want to associate with the object.
Record ID Enter or map the ID of the record that you want to associate the engagement with.

Create an Engagement

This action module creates an engagement (such as a note, task, or activity) with a CRM object in HubSpot. Engagements are any interaction with a contact that should be logged in the CRM.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Is Active? Enable this option if the new engagement will be active when it is created. An engagement must be active to appear in the timeline.
Type

Select the type of engagement that you want to create.

Timestamp Enter or map a timestamp for the engagement.
Owner ID Enter or map the Owner ID of the person that the engagement will be assigned to.
UID Enter or map an ID for the engagement, that can be used across object types.
Portal ID Enter or map the ID of the portal. This is useful if your organization has multiple portals.
Associated Contacts For each contact that you want to associate this engagement with, click Add item and enter the Contact ID.
Associated Companies For each company that you want to associate this engagement with, click Add item and enter the Company ID.
Associated Deals For each deal that you want to associate this engagement with, click Add item and enter the Deal ID.
Associated Tickets For each ticket that you want to associate this engagement with, click Add item and enter the Ticket ID.
Attachments For each attachment that you want to associate this engagement with, click Add item and enter the File ID of the file you want to attach.
Email metadata
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From > Email Enter or map the email address that the email will be sent from.
First Name Enter or map the first name of the person that the email will be sent from.
Last Name Enter or map the last name of the person that the email will be sent from.
To For each email address that you want to send the email to, click Add item and enter or map the email address.
Cc For each email address that you want to Cc the email to, click Add item and enter or map the email address.
Bcc For each email address that you want to Bcc the email to, click Add item and enter or map the email address.
Subject Enter or map the text of the email subject
HTML To send an HTML-formatted email, enter or map the body of the email, including HTML tags.
Text To send a text-only email, enter or map the text of the body of the email.
Call metadata
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To Number Enter or map the telephone number that the call will be made to.
From Number Enter or map the telephone number that the call will be made from.
Status Select the status of the call.
Body Enter or map the details or notes for the call.
External ID This field represents the internal ID of a call made in HubSpot. It requires no action.
Duration Enter or map the length of the call in milliseconds
External Account ID This field represents the internal account ID of a call made in HubSpot. It requires no action.
Recording URL Enter or map the URL of the recording file.
Meeting fields
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Title Enter or map the title or subject of the meeting.
Body Enter or map the text of the meeting description or details.
Start Time Enter or map the start time of the meeting as a UNIX timestamp.
End time Enter or map the end time of the meeting as a UNIX timestamp.
Task fields
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Subject Enter or map the title or subject of the task.
Body Enter or map the text of the task description or details.
Status Select the status of the task.
For Object Type Enter either CONTACT or COMPANY.

Delete an Engagement

This action module deletes an engagement by its ID.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
File ID Enter or map the ID of the engagement that you want to delete.

Watch Engagements

This trigger module starts a scenario when a new engagement is created in a portal. This module only returns records created in the last 30 days, or the 10,000 most recently created records.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit The maximum number of companies Workfront Fusion should return during one scenario execution cycle.
Since Enter or map the earliest date for which you want to watch events. Use the format MM/DD/YYYY h:mm.
Events and Notifications

Events and Notifications

Create / Update a Timeline Event

This action module creates or updates a timeline event. This module can be used only with a developer connection that includes your user identifier, your HubSpot API key, Client ID, and Client Secret.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Application ID Enter or map the ID of the application that this event belongs to.
Event ID Enter or map an ID for this event. Event IDs are not generated by the system.
Event Type ID Enter or map the ID of this event's event type.
Email Enter or map the email address of the contact that you're creating the event for.
Object ID Enter or map the ID of the contact that you're creating the event for.
Timestamp Enter or map the timestamp for this event.
Custom data For each item of custom data that you want to add to this event, click Add item and enter the item's name and value.

List Timeline Event Types

This search module returns a list of all timeline events for a specific application. This module can be used only with a developer connection that includes your user identifier, your HubSpot API key, Client ID, and Client Secret.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Application ID Enter or map the ID of the application that this events belong to.

Watch Calendar Events

This trigger module starts a scenario when a new event is added to a calendar. It includes up to 500 tasks in the interval between the start and end date. This module can be used only with a developer connection that includes your user identifier, your HubSpot API key, Client ID, and Client Secret.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Events Type Select whether you want to watch social events, content events, or all events.
Limit Enter or map the maximum number of files you want the module to return during each scenario execution cycle.
Start Date Enter or map the start date.
End Date Enter or map the end date.

Watch Notifications

This trigger module starts a scenario when a new notification about changes is sent. It includes up to 500 tasks in the interval between the start and end date. This module can be used only with a developer connection that includes your user identifier, your HubSpot API key, Client ID, and Client Secret. You can have only one webhook URL per developer application in HubSpot.

To create a webhook for this module, click Add next to the webhook field and fill out the following fields:

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Application ID Enter the application ID that you want to use for this webhook. You can find the ID in your HubSpot developer portal.
Subscriptions For each type of notification that you want to watch, click Add item and select the subscription type.
Force to Remove Old Subscriptions Enable this option to detach or delete old subscriptions attached to this webhook.
Files

Files

Create a Folder

This module creates a folder.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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 File

This action module permanently deletes a file and all related data and thumbnails from the file manager.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
File ID Enter or map the ID of the file that you want to delete.

Delete a Folder

Marks a folder as deleted.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
ID Enter or map the ID of the folder that you want to delete.

List Files

This search module returns a list of files stored in the file manager.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit Enter or map the maximum number of files you want the module to return during each scenario execution cycle.
Folder ID Enter or map the ID of the folder that contains the files you want to list.
Filter To include only files that contain specific characters in the filename, enter or map the characters that you want the filename to include.

Move a File

Moves a file to a different folder.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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.

Upload a File

This action module uploads a file to the file manager.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Source file Select a source file from a previous module, or map the source file's name and data.
Access type Select whether you want the file to be private, public but not indexable, or public and indexable.
Folder ID Select the ID of the folder where you want to upload the file.
Overwrite Enable this option to overwrite the file if it already exists in the folder.

Watch Files

This trigger module starts a scenario when a new file is saved to the file manager.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit Enter or map the maximum number of files you want the module to return during each scenario execution cycle.
Folder ID Enter or map the ID of the folder that contains the files you want to watch.
Filter To include only files that contain specific characters in the filename, enter or map the characters that you want the filename to include.
Tasks

Tasks

Create a Calendar task

This action module creates a new task for a calendar. The connection used in this module must use the credentials of a user with a paid Marketing account.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Name Enter or map a name for the new calendar task.
Description Enter or map a description for the new calendar task.
Owner ID Enter or map the owner ID of the user that is assigned to this task.
Event Date

Enter or map the date for this task.

For a list of supported date and time formats, see Type coercion in ÃÛ¶¹ÊÓƵ Workfront Fusion.

Category

Select the type of event.

  • Blog Post

    Enter the content group ID. This is the ID of the blog page.

  • Email

    Enter or map the path to the email template you want to use.

  • Landing Page

    Enter or map the path to the landing page template you want to use.

  • Custom

State Enter whether the event is in a "To do" or "Done" state.
Campaign GUID Enter or map the internal HubSpot ID of the campaign that this event is part of.

Delete a Calendar Task

This action module deletes a calendar task. The connection used in this module must use the credentials of a user with a paid Marketing account.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
ID Enter or map the ID of the task that you want to delete.

Watch Task Events

This trigger module starts a scenario when there is a new task event in a calendar. The connection used in this module must use the credentials of a user with a paid Marketing account. The module returns up to 500 events.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit Enter or map the maximum number of files you want the module to return during each scenario execution cycle.
Start Date Enter or map the earliest date for which you want to watch events. Use the format MM/DD/YYYY h:mm.
End Date Enter or map the latest date for which you want to watch events. Use the format MM/DD/YYYY h:mm.
Users

Users

Get an Owner

This action module returns details of an owner.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Owner ID Enter or map the ID of the owner that you want to return details for.

List Owners

This search module returns a list of all of the owners in a HubSpot account.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Tickets

Tickets

Delete a Ticket

Deletes an existing ticket by its ID.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
ID Enter the ID of the ticket that you want to delete.
Forms

Forms

Get a File Uploaded via Form

This action module returns a file that was uploaded through a form.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
File URL Enter or map the URL of the file you want to retrieve. This can be found in the form metadata.

List Forms

This action module returns all forms that have been created in the account associated with the connection used for this module.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit Enter or map the maximum number of forms that the module will return in one execution cycle.
Social Media (Broadcast)

Social Media (Broadcast)

Cancel a Broadcast Message

This action module cancels a scheduled broadcast, such as a tweet or a Facebook post.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Broadcast ID Enter or map the ID of the broadcast that you want to cancel.

Create a Broadcast Message

This action module creates and immediately publishes a message on the specified social media channel.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Channel ID Enter or map the ID of the channel that you want to use for this broadcast.
Title Enter or map a title for this broadcast.
Body Enter or map the text of the broadcast.
Photo URL Enter or map the URL of a photo that you want to include in the broadcast.
Thumbnail URL Enter or map the URL of a thumbnail that you want to use for this broadcast.
Trigger at

Enter or map the date and time that you want the broadcast to be sent. If this is left blank, the broadcast is sent immediately.

For a list of supported date and time formats, see Type coercion in ÃÛ¶¹ÊÓƵ Workfront Fusion.

Watch Broadcast Messages

This trigger module starts a scenario when a message is posted from HubSpot to the specified social media channel.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit Enter or map the maximum number of items that the module will return in one execution cycle.
Filter by Status To start the scenario only when the message is in a specific status, select the status.
Filter by Channel To start the scenario only when the message is on a specific channel, select the channel.
Broadcast ID To start the scenario only when the message is on or after a specific date, enter or map the date in the format MM/DD/YYYY.
Blog Posts

Blog posts

Delete a Blog Post

This action module deletes a single blog post.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
ID Enter or map the ID of the blog post that you want to delete.

Publish / Unpublish a Blog Post

This action module schedules or cancels publishing of a blog post.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
ID Enter or map the ID of the blog post that you want to schedule or cancel.
Action Select whether you want to schedule the blog post, or cancel a previously scheduled blog post.
Subscriptions

Subscriptions

Update Email Subscription

This action module updates an email subscription in HubSpot.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Email Enter or map the email address of the subscription you want to update.
Statuses For each status that you want to update the subscription for, click Add item and enter the status's ID, and whether the email address will be subscribed to that status.
Portal Subscription Legal Status To record the legal basis for this subscription for GDPR, select the legal status of this subscription.
Portal Subscription Legal Basis Explanation To add a note regarding the legal basis for this subscription for GDPR, enter or map the text of the note.

Watch Subscriptions Timeline for a Portal

This trigger module starts a scenario when a new email timeline subscription is added to the portal.

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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions.
Limit Enter or map the maximum number of items that the module will return in one execution cycle.
Start Timestamp To return results from on or after a specific date, enter the date in the format MM/DD/YYYY.
End Timestamp To return results from on or before a specific date, enter the date in the format MM/DD/YYYY.
Other

Other

Make an API Call

Allows you to perform a custom API call.

note note
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
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Connection For instructions about connecting your HubSpot CRM account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ 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 .

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.
note info
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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