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CRM & sales integration

HubSpot integration for AI workflows.

Keep HubSpot up to date: contacts, companies, deals and tickets, plus notes, tasks and deal-stage triggers.

Live

In short

Fluxo Flow connects to HubSpot by signing in to HubSpot; workflows can create or update a contact, create a deal and update a contact and more, and start from new contact, new deal and deal entered a stage. The integration is live.

Live means tested end to end against real accounts. Found a problem? Tell us.

What you can do

Actions and triggers for HubSpot.

Actions

  • Create or update a contact

    Creates a contact, or updates the one with the same email.

  • Create a deal

    Creates a deal in a pipeline stage. Use “Link two records” to attach it to a contact or company.

  • Update a contact

    Updates a contact's properties by its HubSpot id.

  • Create a company

    Creates a company record.

  • Update a deal

    Updates a deal: move it to another stage, change the amount, close date or owner.

  • Create a ticket

    Creates a support ticket in a pipeline stage. Use “Link two records” to attach it to a contact.

  • Find records

    Finds contacts, companies, deals or tickets where a property matches a value (e.g. a contact by email).

  • Add a note

    Logs a note on a contact, company, deal or ticket timeline.

  • Create a task

    Creates a to-do for a HubSpot user, linked to a contact, company, deal or ticket.

  • Link two records

    Links two records with HubSpot's default association (e.g. a deal to a contact, a contact to a company).

Triggers

  • New contact (checked on your plan's schedule interval)

    Starts a run for each contact created in HubSpot (checked on your plan's schedule interval).

  • New deal (checked on your plan's schedule interval)

    Starts a run for each deal created in HubSpot.

  • Deal entered a stage (checked on your plan's schedule interval)

    Starts a run when a deal moves into the stage you pick (uses HubSpot's “date entered stage” property).

  • Deal updated (checked on your plan's schedule interval)

    Starts a run each time a deal changes (any property: stage, amount, owner…).

Use cases

What teams build with HubSpot.

  • Handoff brief when a deal closes

    1. HubSpot: Deal entered a stage
    2. AI Generate: handoff brief
    3. HubSpot: Add a note
    4. Slack: Post a message to #delivery
  • Score and route new contacts

    1. HubSpot: New contact
    2. AI Generate: score with a reason
    3. Router: score 70+
    4. HubSpot: Create a task for the owner
  • Form to clean contact

    1. Webhook trigger (form)
    2. AI Generate: clean the fields
    3. HubSpot: Create or update a contact
    4. HubSpot: Add a note
  • Support email to ticket

    1. Webhook trigger (inbox relay)
    2. AI Generate: category and summary
    3. HubSpot: Create a ticket
    4. HubSpot: Link two records

Step-by-step guides: Lead routing in HubSpot: rules first, AI where rules break · Speed to lead: automate the first response without sounding like a robot

How to connect

Connect HubSpot in a minute.

Connects by signing in to HubSpot. Tokens are encrypted and renewed automatically.

  1. Open Settings → Integrations and click Connect on HubSpot.
  2. Pick your HubSpot account and approve the requested permissions.
  3. Use actions like “Create or update a contact”, “Update a deal” or “Add a note”, or start a workflow from “New deal” or “Deal entered a stage”.

What you need on the HubSpot side

  • A HubSpot user who can approve app access for the account.

Permissions & limits

What it can access, and how fast it runs.

Permissions requested

  • Contacts, notes and tasks (create, update, find, new-contact trigger)

    crm.objects.contacts.read, crm.objects.contacts.write

  • Companies

    crm.objects.companies.read, crm.objects.companies.write

  • Deals, pipelines and deal triggers

    crm.objects.deals.read, crm.objects.deals.write

  • Owner pickers

    crm.objects.owners.read

  • Tickets

    crm.objects.tickets.read, crm.objects.tickets.write

Limits and timing

  • Polling triggers are checked on your plan's schedule interval: Basic every 15 minutes, Pro every 5 minutes, Business every 2 minutes, Elite every minute.
  • HubSpot triggers check at most every 2 minutes, whatever your plan, to respect HubSpot's limits.
  • If HubSpot says to slow down (HTTP 429 or 503), requests wait as told and retry a limited number of times.
  • HubSpot's search index can take a few seconds to include brand-new or just-changed records, so triggers may pick them up on the next check.

FAQ

HubSpot questions, answered.

Will it create duplicate contacts?

No. “Create or update a contact” matches on email: an existing contact is updated, a new email creates a contact.

How quickly do the triggers fire?

They check HubSpot on your plan's schedule interval. HubSpot's search index can take a few seconds to include brand-new or just-changed records.

I connected HubSpot before companies and tickets were added. Do I need to do anything?

Steps that use companies, tickets or owners need the new permissions: reconnect HubSpot once in Settings → Integrations.

Do I need a paid HubSpot plan?

The connector uses HubSpot's standard CRM APIs, approved when you connect. Features you rely on inside HubSpot (custom properties, pipelines, tickets) depend on your HubSpot plan.

Is the HubSpot integration ready to use?

Yes. HubSpot is live: connect it in Settings → Integrations on any plan, including Free (on Free you can build with it and Dry Run; running it live needs a paid plan).

What happens if the connection expires?

Access tokens are renewed automatically. If HubSpot revokes access (for example, the person who connected it leaves), steps that use the connection fail and show the error in the run trace; reconnect in Settings → Integrations.

Can I call HubSpot endpoints the integration doesn't cover?

Yes, if HubSpot has an API: save a key in the encrypted credential vault and call it with an HTTP Request step.

Can I test a workflow without touching my real data?

Yes. Dry Run walks through every step with simulated app calls, so nothing is sent until you run it for real or activate its trigger.

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