# HubSpot - Create object actions

These actions will allow you to create objects in your HubSpot instance with the given properties and receives the details of the created object, including the ID.

# Objects supported

Workato currently supports the create action for these objects:

# Create company

This action creates a company with the given properties.

Create company action

Create company action

# Input fields

This is only a partial list of the available input fields, click here to view the entire list.

Input field Description
Company information Name* The name of the company.
Target account Whether the company is considered a target account in your account-based marketing strategy.
Is public* Indicates whether a company is publicly traded.
Time zone* The time zone where the company is located.
Phone number* The company's primary phone number.
Street address* The street address of the company.
Street address 2* Additional address information of the company.
City* The city where the company is located.
State/Region* The state or region where the company is located.
Postal code* The postal or zip code of the company.
Country/Region* The country or region where the company is located.
Company domain name* The company's website domain. HubSpot Insights uses this domain to provide you with basic information about the company.
Number of employees* The total number of people who work for the company.
Industry* The type of business the company performs. By default, this property has approximately 150 pre-defined options to select from.
While these options cannot be deleted as they are used by HubSpot Insights, you can add new custom options to meet your needs.
Annual revenue* The actual or estimated revenue of the actual revenue.
Lifecycle stage A property used to indicate at what point the company is within the marketing/sales process. Learn more about automatically syncing the company's lifecycle stage
to all associated contacts.
Lead status The company's sales, prospecting, or outreach status. By default, this property has five options. Learn how to edit a property
, if you'd like more options.
Type The company's relationship to you (for example,, prospect, partner, reseller, vendor, or other).
Description* A short statement about the company's mission and goals.
Web analytics history Original source type The source for the contact with the earliest activity for this company.
Web Technologies The web technologies used by the company.
Social media information Facebook fans The number of Facebook fans the company has.
Facebook company page* The URL of the Facebook company page for the company.
Google plus page The URL to the Google plus page of the company.
LinkedIn company page* LinkedIn company page of the company.
LinkedIn bio* The LinkedIn biography of the company.
Custom fields If the default properties don't meet your needs, you can create your own custom fields. Learn more about managing custom fields

* If you provide a company's website domain name, HubSpot will attempt to automatically populate the properties marked with an asterisk (*) with HubSpot Insights. Learn how to disable this feature.

# Output fields

If the request is successful, Workato will return an object representing the newly created company so you can use its datapills in the subsequent steps. Click here to view the fields available.

# Create contact

This action creates a contact with the given properties. Do note that this endpoint is designed for offline contacts and does not support lead tracking.

Create contact action

Create contact action

# Input fields

This is only a partial list of the available input fields, click here to view the entire list.

Input fields Description
Contact Information First name The contact's first name.
Last name The contact's last name.
Job title The contact's job title.
Industry The contact's industry
Email The contact's primary email address
Country/Region The contact's country of residence. This might be set via import, form, or integration.
City The contact's city of residence.
Annual revenue The actual or estimated revenue of the company that the contact belongs to.
Fax number The contact's primary fax number.
Number of employees The number of employees in the company that the contact belongs to.
Postal code The contact's ZIP code
Preferred language The contact's preferred language for communications.
Salutation The title used to address the contact.
Custom fields If the default properties don't meet your needs, you can create your own custom fields. Learn more about managing custom fields.

# Output fields

If the request is successful, Workato will return an object representing the newly created contact so you can use its datapills in the subsequent steps. Click here to view the fields available.

# Create/Update contact

This action updates an existing contact or creates a contact with the values provided.

Create/Update contact action

Create/Update contact action

# Input fields

Same as the create contact action above.

# Output fields

Same as the create contact action above.

# Create deal

This action creates a deal with the given properties.

Create deal action

Create deal action

# Input fields

Input fields Description
Deal name The name given to the deal.
Pipeline The pipeline a deal is in, which determines the deal stages the deal will move through. You can learn more about how to set up your deal pipelines and deal stages here.
Deal stage Deal stages allow you to categorize and track the progress of the deals that you are working on. Learn more about setting up and customizing your deal stages.
Deal owner The owner of the deal.
Associations Contact Contact IDs of the contacts that you want to associate the deal to.
Company Company IDs of the companies that you want to associate the deal to.
Original source type The original source for the associated contact, or associated company if there is no contact, with the oldest value for the 'Time first seen' property.
HubSpot campaign The marketing campaign the deal is associated to.
Deal amount calculation preference Specifies how deal amount should be calculated from line items.
Manual forecast category Categorize the likelihood of the deal closing as Omit, Pipeline, Best case, Most likely, Commit, or Closed. This helps you and other users understand the likelihood of the deal closing when forecasting manually.
Amount The total amount of the deal.
Close date The expected close date of the deal.
Create date The date when the deal was created.
Deal type The type of deal. By default, your deals are categorized as either a New business or an Existing business. You can edit or add new deal types in your deal property settings.
Deal description Description of the deal.
Closed lost reason The reason why the deal was lost.
Closed won reason The reason why the deal was won.
Custom fields If the default properties don't meet your needs, you can create your own custom fields. Learn more about managing custom fields.

# Output fields

If the request is successful, Workato will return an object representing the newly created deal so you can use its datapills in the subsequent steps. Click here to view the fields available.

# Create an engagement

This action creates an engagement(an email, call, meeting, task, or note) on an object in HubSpot. An engagement is useful for keeping your CRM records up-to-date on any interactions that take place outside of HubSpot. Activity reporting in the CRM also feeds off of this data.

Create engagement action

Create engagement action

# Input fields

Input field Description
Engagement Active Whether the engagement is active.
Type The type of engagement. The available values are: Email, Call, Meeting,Task, Note
Timestamp This timestamp will be treated as the time that the engagement happened, and will determine where the engagement appears in the timeline for any associated records.
Owner ID Owner ID of the engagement. Task engagements use the ownerId to populate the Assigned to field.
Associations Contact Contact IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI.
Company Company IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI.
Deal Deal IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI.
Owner Owner IDs to be associated with the engagement. You can associate engagements with objects to ensure they're displayed correctly in the UI.
Attachments ID of items to be attached to the engagement.

# Output fields

If the request is successful, Workato will return an object representing the newly created engagement so you can use its datapills in the subsequent steps. Click here to view the fields available.