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:
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:
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
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
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 CRMÂ 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
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Sort by |
Click if you want to sort the results. If you choose to sort results, the following fields appear.
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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.
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Records (Deals, Contacts, and Companies)
- Create a Record
- Create a Record (Legacy)
- Delete a Record
- Get a Record
- Get a Record Property
- List Records
- Update a Record
- Watch Records
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.
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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. |
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:
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ID | Enter the ID of the contact, company or deal that you want to update. |
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
- Add Contacts to a List
- Create/Update a contact
- Create/Update a Contact (Legacy)
- Create/Update a Group of Contacts
- List Contacts
- List Contacts of a Company
- Merge contacts
- Remove a Contact from a List
- Search for Contacts
- Watch Contacts Added to a List
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:
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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:
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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 IDÂ of the other contact that you want to merge. |
Remove a Contact from a List
Removes a contact from a contact list.
note note |
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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
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
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
- Associate an Engagement with a CRM object
- Create an Engagement
- Delete an Engagement
- Watch 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.
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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
- Create / Update a Timeline Event
- List Timeline Event Types
- Watch Calendar Events
- Watch 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. |
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
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
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.
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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
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
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
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)
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
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
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. |
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
Make an API Call
Allows you to perform a custom API call.
note note |
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NOTE |
The following endpoints were deprecated in the HubSpot API on August 31, 2023, and can no longer be used in Fusion modules. |
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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.
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note info |
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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
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Log in to your HubSpot developer account.
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Select the Create an App option.
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Enter the App Name and Save the dialog.
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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.