HubSpot trigger nodes allow you to automate workflows based on HubSpot records, enabling seamless data synchronization and automated actions. With these triggers, you can ensure that updates in HubSpot trigger corresponding actions in SleekFlow, improving lead management, customer engagement, and operational efficiency.
Before setting up your “HubSpot” trigger nodes, ensure that you have already integrated your HubSpot connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.
Loop through HubSpot records
The “Loop through HubSpot records” trigger lets you process multiple HubSpot records in bulk based on conditions you define. Instead of enrolling one record at a time, this trigger retrieves a set of records (e.g. all contacts matching certain filters) and runs your flow actions for each of them.
A key use case is initial data sync, ensuring all existing HubSpot contacts and custom object records are transferred to SleekFlow. This maintains data consistency and enables teams to automate workflows and engage customers effectively.
Set up the “Loop through HubSpot records" trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- The node form contains the following fields for you to set up the trigger:
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Setup tab
- Company: Select the HubSpot company and the object you want to use within this node. If you have not connected to a HubSpot company, you can refer to the Connect to your HubSpot company Help Center article
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Object type: Once you have selected the HubSpot company, the “Object type” field will appear. Select the object type by clicking the dropdown menu
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Filter tab
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example:
- Contract type is “Annual” — only custom object records with this type will be looped through and enrolled into the flow.
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example:
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Setup tab
HubSpot record created
The “HubSpot record created” trigger activates whenever a new record is created in the selected HubSpot contacts and custom object. When a new record is added in HubSpot, the flow automatically executes subsequent actions.
Common use cases include:
- New lead engagement: When a new lead is added in HubSpot, automatically send a welcome message through SleekFlow.
- Assign leads to sales team member: When a new deal is created in HubSpot, assign the contact to a specific sales representative in SleekFlow.
- Log inquiries in SleekFlow: Create a ticket in SleekFlow whenever a new support request (ticket) is created in HubSpot.
Set up the “HubSpot record created” trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- The node form contains the following fields for you to set up the trigger:
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Setup tab:
- HubSpot company: Select the HubSpot company and the object you want to use within this node. If you have not connected to a HubSpot company, you can refer to the Connect to your HubSpot company Help Center article
- Object type: Once you have selected the HubSpot company, the “Object type” field will appear. Select the object type by clicking the dropdown menu
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Setup tab:
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Filter tab
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example:
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Contact lifecycle stage is “Lead” — only newly created contacts with this stage will be enrolled into the flow.
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Contact lifecycle stage is “Lead” — only newly created contacts with this stage will be enrolled into the flow.
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example:
HubSpot record updated
The “HubSpot record updated” trigger activates when an existing HubSpot record is updated. It ensures that any changes in HubSpot are reflected in SleekFlow, maintaining data consistency across platforms.
Common use cases include:
- Order status updates: When an order’s status is updated in HubSpot, send an automated message to inform the customer.
- Lead nurturing: If a lead’s stage changes in HubSpot (e.g., from “Prospect” to “Qualified”), trigger an automated follow-up sequence in SleekFlow.
- Subscription renewal reminders: When a renewal date is updated in HubSpot, send a reminder message to the customer before expiration.
Set up the “HubSpot record updated” trigger node form by following the steps below:
- Click on the node to open up its form, which will appear on the right side of the screen
- The node form contains the following fields for you to set up the trigger:
-
Setup tab:
- HubSpot company: Select the HubSpot company and the object you want to use within this node. If you have not connected to a HubSpot company, you can refer to the Connect to your HubSpot company Help Center article
- Object type: Once you have selected the HubSpot company, the “Object type” field will appear. Select the object type by clicking the dropdown menu
-
Filter tab
-
Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example:
- Ticket status changes to “Closed” — only tickets updated to this status will be enrolled into the flow.
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Enrollment conditions: When toggled on, you can set specific conditions that the HubSpot object record must meet in order to be enrolled into the flow. For example: