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Create contact in HubSpot
Wrk Product avatar
Written by Wrk Product
Updated over a year ago

Creates a contact in HubSpot. One or more optional inputs need to be entered. A HubSpot private app is required in order to use this Wrk Action.

The current version of this Wrk Action only supports working with HubSpot default objects and fields. Our Wrk Actions are updated from time to time as part of our commitment to innovation, our team is currently working on finding ways for this Wrk Action to support custom objects and fields

Common use cases

  • Review Management & Responding

  • Client Reporting

  • Customer Growth & Retention

  • Customer Onboarding

  • Lead Enrichment

  • Lead Generation

  • Quote & Proposal Development

Application

  • HubSpot

Inputs (what you have)

NAME

DESCRIPTION

TYPE

REQUIRED

EXAMPLE

Private App access token

The Private App access token of your HubSpot implementation.

The Private App access token can be retrieved following the steps described below:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.

  • In the left sidebar menu, navigate to Integrations > Private App.

  • Click View access token to display your key.

The instructions on how to create a private app can be found here: https://developers.hubspot.com/docs/api/private-apps.

Login Credentials

Yes

pat-na1-13645360-0155-4eed-8c19-6dxxxxxxx63d

Email

Contacts email address

Email

No

john.doe@wrk.com

Phone number

Contact phone number

Phone Number

No

123-456-7891

Website link

Contact website link

URL

No

hubspot.com

Last name

Contact last name

Text

No

Doe

First name

Contact first name

Text

No

John

Contact owner

The contact owner is an indicator of the user in the system who is responsible for that record. For this field the owners numerical ID (ID number) is needed. To find the owner ID Click "Properties" in the left-hand menu. Type "Owner" in the search bar under "Contact properties". Hover over "Contact owner" and click "View". At the bottom of the next page, HubSpot Owner IDs are listed in the "Dropdown options" table in the "Internal Value" column.

Integer

No

6673

Job title

The job position of the person

Text

No

CEO

Additional contact properties and data assignment

Additional details to add to the contact being created. Set additional details by writing the internal name of the field you wish to update and value as follows "Internal Name": "Value". If you have multiple fields you are creating separate them using a comma.

To retrieve an internal name complete the following.

1. In HubSpot, click the gear icon in the top right.

2. Select Properties from the left menu.

3. Find the attribute you want the internal name for open the attribute then click the code </> icon

Text

No

"address": "123 Main Street",

"city": "New York",

"zip":"12332",

"salutation": "Mr."

Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data Library. These variables in the Data Library are the outputs of previous Wrk Actions in the Wrkflow.

Outputs (what you get)

NAME

DESCRIPTION

TYPE

REQUIRED

EXAMPLE

Contact ID

The identification number of the contact

Text

Yes

1234456

Outcomes

NAME

DESCRIPTION

Success

This status is selected if the contact was successfully created in HubSpot, and the provided link can be used to directly access the file.

Unsuccessful

This status is selected in the event of the following scenarios:

- Fail to login to account

- Application site is down

- The link is invalid

Requirements

  • HubSpot account must have an active Private App access token and it must be configured within this WrkAction

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