HubSpot action nodes in Flow Builder enable seamless data synchronization and automation between HubSpot and SleekFlow. These nodes allow you to search, create, and update HubSpot records, ensuring that customer data stays up-to-date and relevant actions are triggered automatically.
 

Search HubSpot records

The “Search HubSpot records” action node allows you to search for and retrieve a specific HubSpot record based on defined criteria. It is essential for workflows that require existing customer data to determine the next action.

To update a specific HubSpot record accurately, you will need to provide the relevant record ID. The “Search HubSpot records” action allows you to retrieve the correct record by searching HubSpot based on defined criteria. Once the matching record is found, its ID can be used in the “Update HubSpot record” action node to ensure seamless and precise data updates between platforms.

To set up the node, follow these steps:

1. Click on the “Search HubSpot records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Company: Select the connected HubSpot company. If you haven’t set up your HubSpot integration, refer to this Help Center article to learn more about HubSpot integrations.
   2. Object type: Choose Contact, Company, Deal, Ticket, or a Custom object.
   3. Set search conditions
      1. Property: Select the HubSpot property to match (e.g., email, phone, hs_object_id, domain, dealname, custom fields).
      2. Operator: Choose the comparison (e.g., equals, contains, starts with, greater than, less than).
      3. Value: Enter a static value or insert a variable (trigger, contact, or mid‑flow) using the picker. For example: 
         1. Find contact by email: Property: email → Operator: equals → Value: {Contact: email}
            

Create HubSpot record

The “Create HubSpot record” action node creates a new record in HubSpot when triggered. You can use it to add new HubSpot contacts, custom objects on HubSpot directly from SleekFlow.

Common use cases include:

• Lead generation: When a new customer interacts with your business in SleekFlow, create a HubSpot contact for future follow-ups.
• Sales pipeline automation: When a customer expresses interest in a product, automatically create a new deal in HubSpot.
• Customer support requests: When a customer submits an inquiry, generate a HubSpot ticket to track and resolve the issue.

To set up the node, follow these steps:

1. Click on the “Search HubSpot records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Company: Select the connected HubSpot company. If you haven’t set up your HubSpot integration, refer to this Help Center article to learn more about HubSpot integrations.
   2. Object type: Choose Contact, Company, Deal, Ticket, or a Custom object.
   3. Set properties:
      Define the values for the new record
      1. Property: Select the HubSpot field you want to fill (e.g. email, firstname, dealname, subject).
      2. Value: Enter a static value or insert a variable using the {x} picker (e.g. {Contact: email}, {Trigger: order_amount})
      3. Click Add to include more property-value pairs.
         

Update HubSpot record

The “Update HubSpot record” action node modifies an existing HubSpot record with new information. It ensures that customer data remains consistent across both platforms.

Common use cases include:

• Update lead status: When a contact engages with a sales message, update their HubSpot lead status.
• Sync customer details: If a customer updates their phone number in SleekFlow, reflect the change in HubSpot.
• Track order progress: When an order is placed in SleekFlow, update the corresponding deal’s stage in HubSpot.

To set up the node, follow these steps:

1. Click on the “Search HubSpot records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
3. Company: Select the connected HubSpot company. If you haven’t set up your HubSpot integration, refer to this Help Center article to learn more about HubSpot integrations.
4. Object type: Choose Contact, Company, Deal, Ticket, or a Custom object.
5. Identify record by: Pick how the record is identified
   1. Record ID: Enter a specific HubSpot record ID to update.
   2. Variables: Use a variable (e.g., from a previous Search HubSpot records node) to dynamically provide the Record ID.
6. Choose properties to update
   Decide which HubSpot field you want to update when this action runs.
   1. Property: Select the HubSpot property you want to update (e.g., phone, dealstage, hs_pipeline_stage, renewal_date).
   2. Value: Enter a static value or insert a variable using the {x} picker.
   3. Click Add to update multiple properties in the same record.