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 "Looping through HubSpot records" trigger node
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