Integration spotlight: HubSpot

Overview

Our HubSpot integration gives you the power of easily querying and updating your HubSpot deals, companies, and contacts.

HubSpot API limits

Due to the HubSpot API rate limits, you can only send 100 requests every 10 seconds.

Functions

The HubSpot integration has the following seven functions:

Function Description
ADD_OR_UPDATE_COMPANY_HUBSPOT Create or update a company in HubSpot.
ADD_OR_UPDATE_CONTACT_HUBSPOT Create or update a contact in HubSpot
ADD_OR_UPDATE_DEAL_HUBSPOT Create or update a deal in HubSpot.
GET_CONTACTS_FROM_LIST_HUBSPOT Get the contacts in a HubSpot list.
SEARCH_COMPANIES_HUBSPOT Get details about a company in your HubSpot.
SEARCH_CONTACT_DETAIL_HUBSPOT Get details about a contact in your HubSpot.
SEARCH_DEALS_HUBSPOT Get details about a HubSpot deal.

ADD_OR_UPDATE_COMPANY_HUBSPOT

Create a new company or update an existing one in your HubSpot account.

Syntax

ADD_OR_UPDATE_COMPANY_HUBSPOT(domain, name, [property, value], [..., ...])

Parameter Mandatory Description
domain Yes Domain name of the company. For example: "stripe.com"
name Yes Ccompany name or ID. For example: "stripe" or "57920".
property No Custom field in Hubspot to set or update. For example "CEO".
value No Value for the custom field. For example "John Doe".

:memo: Note: You can only set a custom field property or value if you have already created the field in your HubSpot account.

Example

Create a company
To create a new company with the domain dashdash.com and the company name dashdash:

ADD_OR_UPDATE_COMPANY_HUBSPOT("dashdash.com", "dashdash")

Example screenshot

Update a company
To update an existing company that has the custom field CEO to be set to John Doe:

ADD_OR_UPDATE_COMPANY_HUBSPOT("dashdash.com", "dashdash", "CEO", "John Doe")

ADD_OR_UPDATE_CONTACT_HUBSPOT

Create a new contact or update an existing one in your HubSpot account.

Syntax

ADD_OR_UPDATE_CONTACT_HUBSPOT(firstname, lastname, email, [property, value], [..., ...])

Parameter Mandatory Description
firstname Yes First name of the contact. For example: "John".
lastname Yes Last name of the contact. For example: "Doe".
email Yes Email of the contact. For example: "john@acme.com".
property No Custom field in Hubspot to set or update. For example "Position".
value No Value for the custom field. For example "CEO".

:memo: Note: You can only set a custom field property or value if you have already created the field in your HubSpot account.

Example

Create a contact
To create a new contact with the name John Doe and an email of john@acme.com:

ADD_OR_UPDATE_CONTACT_HUBSPOT("John", "Doe", "john@acme.com")

Example screenshot

Update a contact
To update an existing contact that has the custom field Position to be set to Marketing Manager:

ADD_OR_UPDATE_CONTACT_HUBSPOT("John", "Doe", "john@acme.com", "Postition", "Marketing Manager")

ADD_OR_UPDATE_DEAL_HUBSPOT

Create a new deal or update an existing one in your CRM.

Syntax

ADD_OR_UPDATE_DEAL_HUBSPOT(title, pipeline, stage, [property, value], [..., ...])

Parameter Mandatory Description
title Yes Title or ID of the deal. For example: "ACME Sales".
pipeline Yes The name of the pipeline in Hubspot. For example: "Sales Pipeline".
stage Yes Stage name of the deal. For example: "Appointment Scheduled".
property No Custom field in HubSpot to set or update. For example "Estimated Sale Value".
value No Value for the custom field. For example "600000 USD".

:memo: Note: You can only set a custom field property or value if you have already created the field in your HubSpot account.

Example

Create a deal
To create a new deal with the title ACME Sales to be added to the Sales Pipeline pipeline and in the Appointment Scheduled stage:

=ADD_OR_UPDATE_DEAL_HUBSPOT("ACME Sales","Sales Pipeline","Appointment Scheduled")

Example screenshot

Update a deal
To update the ACME Sales deal to the Presentation Scheduled stage and a Estimated Sale Value custom property set to 6000000 USD:

=ADD_OR_UPDATE_DEAL_HUBSPOT("ACME Sales","Sales Pipeline","Presentation Scheduled","Estimated Sale Value","6000000 USD")

GET_CONTACTS_FROM_LIST_HUBSPOT

Get the contacts from one of your Hubspot lists.

Syntax

GET_CONTACTS_FROM_LIST_HUBSPOT(list_name)

Parameter Mandatory Description
list_name Yes The name of the list in HubSpot. For example: "ACME Product Representatives"

Example

To get all the contacts in your ACME Product Representatives list:

GET_CONTACTS_FROM_LIST_HUBSPOT("ACME Product Representatives")

Example screenshot

SEARCH_COMPANIES_HUBSPOT

Get all the details for a given company.

Syntax

SEARCH_COMPANIES_HUBSPOT(domain, [name])

Parameter Mandatory Description
domain Yes Domain name of the company. For example: "stripe.com"
name No Company name. For example: "stripe".

Example

To get companies with the domain acme.com:

SEARCH_COMPANIES_HUBSPOT("acme.com")

Example screenshot

SEARCH_CONTACT_DETAIL_HUBSPOT

Get all the details for a given contact from your CRM.

Syntax

SEARCH_CONTACT_DETAIL_HUBSPOT(email)

Parameter Mandatory Description
email Yes Email of the contact. For example: "john@acme.com".

Example

To get the details of a contact whose email address is john@acme.com:

=SEARCH_CONTACT_DETAIL_HUBSPOT("john@acme.com")

Example screenshot

SEARCH_DEALS_HUBSPOT

Search for a specific Hubspot deal.

Syntax

(title, [pipeline], [stage])

Parameter Mandatory Description
title Yes Deal name or ID. For example: "ACME Sales".
pipeline No The name of the pipeline in Hubspot. For example: "Sales Pipeline".
stage No Stage name of the deal. For example: "Appointment Scheduled".

Example

To find the ACME Sales deal that’s in the Appointment Scheduled stage:

=SEARCH_DEALS_HUBSPOT("Acme Sales",,"Appointment Scheduled")

Example screenshot

Now, get to it!

With these functions in hand, you can create advanced spreadsheets to supercharge the data in your HubSpot account. All that’s left now is to connect your HubSpot account to dashdash and get building :building_construction:!

Cheers,

The dashdash team

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