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.