Integration

HubSpot

Keep approved HubSpot contact and pipeline records aligned with phone outcomes.

Description

AIM AI can be configured to create or update selected HubSpot records from a conversation. Object access, field mapping, list membership, and associations are confirmed during workflow scoping.

Authentication

HubSpot OAuth 2.0 or a private app token is required.
Exact objects, properties, and approved actions are confirmed during workflow scoping.

Supported Actions (6)

These are the operations this integration can perform after the required credentials and permissions are approved.

Create or update contacts
Create notes on contacts
Create deals with associations
Add contacts to lists
Associate contacts with companies
Associate deals with contacts

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

HubSpot - Create or Update Contact

Representative workflow configuration for HubSpot - Create or Update Contact.

JSON

{
  "automationType": "hubspot",
  "nodeId": "hubspot-upsert-contact-001",
  "nodeParams": {
    "action": "create_or_update_contact",
    "params": {
      "apiKey": "hs_pat_xxx",
      "email": "john.doe@example.com",
      "properties": {
        "firstname": "John",
        "lastname": "Doe",
        "phone": "+1-555-123-4567",
        "company": "Example Corp"
      }
    }
  }
}

HubSpot - Create Note on Contact

Representative workflow configuration for HubSpot - Create Note on Contact.

JSON

{
  "automationType": "hubspot",
  "nodeId": "hubspot-create-note-001",
  "nodeParams": {
    "action": "create_note",
    "params": {
      "apiKey": "hs_pat_xxx",
      "contactId": "201",
      "text": "Follow-up needed: {{transcript}}"
    }
  }
}

HubSpot - Create Deal (with associations)

Representative workflow configuration for HubSpot - Create Deal (with associations).

JSON

{
  "automationType": "hubspot",
  "nodeId": "hubspot-create-deal-001",
  "nodeParams": {
    "action": "create_deal",
    "params": {
      "apiKey": "hs_pat_xxx",
      "properties": {
        "dealname": "API Demo Deal",
        "dealstage": "appointmentscheduled",
        "pipeline": "default",
        "amount": 1200
      },
      "associations": {
        "contactId": "201",
        "companyId": "301"
      }
    }
  }
}

HubSpot - Add Contact to List

Representative workflow configuration for HubSpot - Add Contact to List.

JSON

{
  "automationType": "hubspot",
  "nodeId": "hubspot-add-to-list-001",
  "nodeParams": {
    "action": "add_contact_to_list",
    "params": {
      "apiKey": "hs_pat_xxx",
      "listId": "12345",
      "contactId": "201"
    }
  }
}

HubSpot - Associate Contact with Company

Representative workflow configuration for HubSpot - Associate Contact with Company.

JSON

{
  "automationType": "hubspot",
  "nodeId": "hubspot-assoc-contact-company-001",
  "nodeParams": {
    "operation": "associate_contact_company",
    "params": {
      "apiKey": "hs_pat_xxx",
      "contactId": "201",
      "companyId": "301"
    }
  }
}

HubSpot - Associate Deal with Contact

Representative workflow configuration for HubSpot - Associate Deal with Contact.

JSON

{
  "automationType": "hubspot",
  "nodeId": "hubspot-assoc-deal-contact-001",
  "nodeParams": {
    "operation": "associate_deal_contact",
    "params": {
      "apiKey": "hs_pat_xxx",
      "dealId": "401",
      "contactId": "201"
    }
  }
}