Connect HubSpot to Agile CRM

Both apps 239HubSpot 166Agile CRM 73

• Trigger
  Company deleted

  Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Contact deleted

  Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal deleted

  Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal stage changed

  Triggers when a deal moves to a new stage in a pipeline.

• Trigger
  Form submitted

  Triggered when a new submission is received for the specified form.

• Trigger
  New associated object

  Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).

• Trigger
  New blog post

  Triggers on a new blog post added to the selected blog.

• Trigger
  New calendar task +30d

  Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.

• Trigger
  New company

  Triggered when a new company is added.

• Trigger
  New company (instant)

  Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New contact

  Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New deal

  Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New note added to contact

  Triggered when a note is added to a contact. NOTE: notes can be associated to multiple contacts.

• Trigger
  New or changed engagements

  Triggers on new or changed engagements.

• Trigger
  New or updated company

  Triggered when a company is created or modified

• Trigger
  New or updated contact

  Triggers on new or updated contacts.

• Trigger
  New or updated contact (Custom Fields Included)

  Triggered when a contact is created or updated.

• Trigger
  New or updated deal

  Triggered when a deal is created or updated.

• Trigger
  New or updated ticket

  Triggered when a ticket is created or updated.

• Trigger
  New social media message

  Triggered when a new social media message is added.

• Trigger
  New ticket

  Triggers when new ticket is available.

• Trigger
  Ticket property changed

  Triggers when any property of a ticket changes.

• Trigger
  Two-way sync new or updated companies

  A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated company custom property

  Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact

  Triggered when a contact is updated.

• Trigger
  Updated contact custom property

  Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact custom property by name

  Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated deal custom property

  Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Action
  Add company

  Adds a new company.

• Action
  Add contact

  Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.

• Action
  Add contact to list

  Adds a contact to the specified contact list.

• Action
  Add contact to workflow

  Enrolls a contact to a workflow provided the workflow ID and the contact email.

• Action
  Add custom object record

  Adds a record to the specified custom object.

• Action
  Add deal

  Creates a new deal and optionally associates it with a contact and/or company.

• Action
  Add meeting

  Creates a meeting engagement.

• Action
  Add or update company

  Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.

• Action
  Add or update contact

  Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.

• Action
  Add or update deal

  Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.

• Action
  Add ticket

  Adds a new ticket.

• Action
  Append company dropdown property values

  Appends one or more values to a company dropdown property. An error occurs if the named property is not found.

• Action
  Append company multi-select property dropdown values

  Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.

• Action
  Append contact dropdown property values

  Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.

• Action
  Append contact multi-select property dropdown values

  Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.

• Action
  Append deal dropdown property values

  Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.

• Action
  Append deal multi-select property dropdown values

  Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.

• Action
  Append ticket dropdown property values

  Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.

• Action
  Append ticket multi-select property values

  Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.

• Action
  Clear contact property value

  Erases the value of specified property for the specified contact.

• Action
  Clear deal property value

  Erases the value of specified property for the specified deal.

• Action
  Clear ticket property value

  Erases the value of specified property for the specified ticket.

• Action
  Convert to valid property name

  Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.

• Action
  Copy workflow

  Copies the specified workflow. The new workflow will have "COPY" appended to its name.

• Action
  Create a blog post

  Creates a new blog post

• Action
  Create a company property: boolean checkbox

  Creates a boolean checkbox company property. No error occurs if the property already exists.

• Action
  Create a company property: dropdown select

  Creates a dropdown select list company property. No error occurs if the property already exists.

• Action
  Create a company property group

  Creates a company property group. No error occurs if the group already exists.

• Action
  Create a company property: multi-select

  Creates a multi-select list company property. No error occurs if the property already exists.

• Action
  Create a company property: single value

  Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a contact list

  Creates a contact list. An error occurs if the list already exists.

• Action
  Create a contact property: boolean checkbox

  Creates a boolean checkbox contact property. No error occurs if the property already exists.

• Action
  Create a contact property: dropdown select

  Creates a dropdown select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property group

  Creates a contact property group. No error occurs if the group already exists.

• Action
  Create a contact property: multi-select

  Creates a multi-select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property: single value

  Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a deal pipeline and stages

  Creates a new deal pipeline and up to 10 stages.

• Action
  Create a deal property

  Creates a deal property. No error occurs if the property already exists.

• Action
  Create a deal property: boolean checkbox

  Creates a boolean checkbox deal property. No error occurs if the property already exists.

• Action
  Create a deal property: dropdown select

  Creates a dropdown select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property group

  Creates a deal property group. No error occurs if the group already exists.

• Action
  Create a deal property: multi-select

  Creates a multi-select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property: single value

  Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create an email engagement

  Creates a new engagement.

• Action
  Create a note engagement

  Creates a note engagement.

• Action
  Create association

  Creates an association between two objects

• Action
  Create association: contact to contact

  Creates an association between two contacts

• Action
  Create association type

  Creates an association type between two objects. An error occurs if the association already exists.

• Action
  Create a task engagement

  Creates a new task engagement.

• Action
  Create a ticket property: boolean checkbox

  Creates a boolean checkbox ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: dropdown select

  Creates a dropdown select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property group

  Creates a ticket property group. No error occurs if the group already exists.

• Action
  Create a ticket property: multi-select

  Creates a multi-select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: single value

  Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create custom association

  Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.

• Action
  Create record

  Creates a record of the selected CRM object type with the supplied properties.

• Action
  CRM card: set display values

  Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.

• Action
  Delete contact

  Deletes a contact provided its contact ID.

• Action
  Delete contact list

  Deletes a contact list specified by ID.

• Action
  Delete contact secondary email

  Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.

• Action
  Delete deal

  Deletes a deal provided its deal ID.

• Action
  Delete record

  Deletes a record of the selected CRM object type by ID.

• Action
  Delete ticket

  Deletes a ticket provided a ticket ID.

• Action
  Find companies associated to contact

  Returns up to 500 company IDs associated with the specified contact

• Action
  Find company by name

  Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find company by property

  Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.

• Action
  Find contact by email

  Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.

• Action
  Find contact by property

  Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.

• Action
  Find contact list by name

  Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.

• Action
  Find contacts by property

  Returns contact IDs for all contacts matching the specified property value.

• Action
  Find custom object records associated to contact

  Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Find custom object records by property

  Returns record IDs for all records of the specified custom object matching the specified property value.

• Action
  Find deal by name

  Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find deal by property

  Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.

• Action
  Find deals associated to company

  Returns up to 500 deal IDs associated with the specified company

• Action
  Find deals associated to contact

  Returns up to 500 deal IDs associated with the specified contact

• Action
  Find owner by email

  Fetches owner details for an owner with the specified email address.

• Action
  Find pipeline by name

  Finds a pipeline provided its name and its type.

• Action
  Find recently modified deals

  Returns recently modified deals.

• Action
  Get associated records with labels

  List the records associated to a record, including the label and type of each association.

• Action
  Get association types

  Returns all association types between the specified two object types.

• Action
  Get calls for contact

  Returns all calls with the specified contact, optionally within a specified datetime range.

• Action
  Get calls for deal

  Returns all calls with the specified deal, optionally within a specified datetime range.

• Action
  Get company

  Returns company details for the specified ID.

• Action
  Get contact

  Returns contact details for the specified ID.

• Action
  Get contact list

  Read a single contact list by its ID.

• Action
  Get contact secondary emails

  Returns all secondary emails for the specified contact.

• Action
  Get custom object records batch by IDs

  Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Get deal

  Returns details for the deal with the specified ID.

• Action
  Get emails for contact

  Returns all emails with the specified contact, optionally within a specified datetime range.

• Action
  Get emails for deal

  Returns all emails with the specified deal, optionally within a specified datetime range.

• Action
  Get meetings for contact

  Returns all meetings with the specified contact, optionally within a specified datetime range.

• Action
  Get meetings for deal

  Returns all meetings with the specified deal, optionally within a specified datetime range.

• Action
  Get notes for contact

  Returns all notes with the specified contact, optionally within a specified datetime range.

• Action
  Get notes for deal

  Returns all notes with the specified deal, optionally within a specified datetime range.

• Action
  Get Object by Field Value

  Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.

• Action
  Get object property info

  Returns information for the specified property for the specified company, contact, or deal object type.

• Action
  Get owner

  Returns details for the owner with the specified ID.

• Action
  Get record

  Returns a single record of the selected CRM object type by ID.

• Action
  Get tasks for contact

  Returns all tasks with the specified contact, optionally within a specified datetime range.

• Action
  Get tasks for deal

  Returns all tasks with the specified deal, optionally within a specified datetime range.

• Action
  Get ticket

  Returns details for the ticket with the specified ID.

• Action
  Get total number of contacts having property

  Returns the total number of contacts having the specified property.

• Action
  Import records from CSV into object

  Imports records from a CSV file into a specified object.

• Action
  List all workflows

  Returns the name and id of all workflows visible in the portal.

• Action
  List contact IDs of a company

  Given a company ID, finds all contacts in that company.

• Action
  List contact list memberships (v3)

  Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.

• Action
  List owners

  Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.

• Action
  List pipelines

  Returns the pipelines for deals or tickets, depending on which object type you select.

• Action
  List pipeline stages

  Returns the stages in a specific deal or ticket pipeline.

• Action
  List records

  Lists records of the selected CRM object type.

• Action
  Log call

  Creates a call engagement.

• Action
  Merge contacts

  Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values. For more information please visit: https://knowledge.hubspot.com/contacts/how-do-i-merge-contacts#what

• Action
  Parse property option errors

  Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.

• Action
  Remove contact from list (v3)

  Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.

• Action
  Search contact lists (v3)

  Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.

• Action
  Search records

  Searches records of the selected CRM object type by filter criteria.

• Action
  Submit a form

  Submits a form to the Forms API

• Action
  Two-way sync add or update a company

  An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Unsubscribe contact from all lists

  Unsubscribes a contact from all lists.

• Action
  Update company

  Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update company multi-select property - check value

  Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.

• Action
  Update company multi-select property - uncheck value

  Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).

• Action
  Update contact

  Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update contact multi-select property - check value

  Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.

• Action
  Update contact multi-select property - uncheck value

  Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).

• Action
  Update contact properties

  Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update custom object multi-select property - check value

  Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.

• Action
  Update custom object record

  Updates a specified record in the specified custom object.

• Action
  Update custom object record pipeline and stage

  Updates the specified custom object record to place it in the specified pipeline and stage.

• Action
  Update deal

  Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update deal multi-select property - check value

  Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.

• Action
  Update deal multi-select property - uncheck value

  Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).

• Action
  Update record

  Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update ticket multi-select property - check value

  Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.

• Action
  Update ticket multi-select property - uncheck value

  Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.

• Action
  Upload Files

  Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.

• Trigger
  List all tasks

  list all tasks, surfacing new ones over time

• Trigger
  List contacts

  list contacts, surfacing new ones over time

• Trigger
  List deals

  list deals/opportunities, surfacing new ones over time

• Trigger
  List events

  list events, surfacing new ones over time

• Trigger
  List pending tasks

  list pending tasks within N days

• Trigger
  List tickets

  list help desk tickets by filter, surfacing new ones

• Trigger
  List tracks

  list deal tracks/pipelines

• Trigger
  New contact

  Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.

• Trigger
  New matching contact or company

  Triggers when a new contact or company matches your search query.

• Trigger
  New matching task

  Triggers when a new task matches your filter.

• Action
  Add contact to campaign

  enroll a contact into a campaign by email

• Action
  Add lead score by email

  add lead score to a contact by email

• Action
  Add note by contact email

  add a note to a contact by email

• Action
  Add tags by contact email

  add tags to a contact by email

• Action
  Add tags to contact

  add multiple tags to a contact by ID

• Action
  Add tag to contact

  Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Add ticket note

  add a note to a ticket

• Action
  Change contact owner

  change the owner of a contact

• Action
  Create company

  /contacts (type=company) — create a company record

• Action
  Create contact

  create a full contact record

• Action
  Create deal

  create a deal/opportunity

• Action
  Create deal by contact email

  create a deal for a contact by email

• Action
  Create deal note

  create a note on a deal

• Action
  Create document

  create a document

• Action
  Create event

  create an event

• Action
  Create new contact (just email)

  Creates a new contact using just the email address, then returns the new Contact ID.

• Action
  Create note

  create a note

• Action
  Create task

  create a task

• Action
  Create task by email

  create a task for a contact by email

• Action
  Create ticket

  create a help desk ticket

• Action
  Delete company

  Delete a company.

• Action
  Delete contact

  delete a contact

• Action
  Delete contact note

  delete a contact note

• Action
  Delete deal

  delete a deal

• Action
  Delete event

  delete an event

• Action
  Delete tags by contact email

  remove tags from a contact by email

• Action
  Delete task

  delete a task

• Action
  Delete ticket

  delete a help desk ticket

• Action
  Find contact

  Returns the Contact ID (and contact record) for the given email address.

• Action
  Get company by ID

  Retrieve a company by ID.

• Action
  Get contact by ID

  retrieve a contact by ID

• Action
  Get contact by phone

  look up a contact by phone

• Action
  Get contact deals

  list deals for a contact

• Action
  Get contact documents

  list documents for a contact

• Action
  Get contact events

  list events for a contact

• Action
  Get contact notes

  list notes for a contact

• Action
  Get contact tasks

  list tasks for a contact

• Action
  Get deal by ID

  retrieve a deal by ID

• Action
  Get deal notes

  list notes for a deal

• Action
  Get deals by pipeline

  list deals grouped by pipeline

• Action
  Get deals from track

  list deals filtered by track

• Action
  Get Deals Grouped by Milestone

  Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.

• Action
  Get my deals

  list deals owned by the current user

• Action
  Get task by ID

  retrieve a task by ID

• Action
  Get ticket filters

  list available ticket filters

• Action
  Get ticket messages

  list notes/messages for a ticket

• Action
  List companies

  list companies

• Action
  Remove contact from deal

  remove a contact from a deal

• Action
  Remove tag from contact

  Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Remove tags from contact

  remove multiple tags from a contact by ID

• Action
  Search contact by email

  look up a contact by email

• Action
  Search contact by email (POST)

  look up a contact by email (POST variant)

• Action
  Search contacts by dynamic filter

  search contacts by dynamic filter

• Action
  Update company

  /contacts/edit-properties (company) — update company properties

• Action
  Update contact

  Updates the specified contact's first name, last name, and email properties.

• Action
  Update contact lead score

  update a contact's lead score

• Action
  Update contact property

  update contact properties

• Action
  Update contact star rating

  update a contact's star rating

• Action
  Update deal

  partially update a deal

• Action
  Update deal note

  Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.

• Action
  Update event

  Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.

• Action
  Update task

  partially update a task

• Action
  Update track

  Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.