Edits deal properties in HubSpot. A HubSpot private app is required in order to use this Wrk Action.
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 |
Username | HubSpot Login Credentials - username | Login Credentials | Yes |
|
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:
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 |
Hub Id / Portal Id | Portal / Hub Id. To check which HubSpot account you're currently in:
| Integer | Yes | 12345 |
Deal ID | The ID of the HubSpot Deal. Deal ID can be retrieved from Search deals in HubSpot. | Integer | Yes | 789 |
Field 1 | The name of the field to update. The internal name of the field (company property) to be updated.
Here is how you can find the fields internal name:
| Text | Yes | Dealname |
Value 1 | Provide the value to update for "Field 1" | Text | Yes | Value1 |
Field 2 | See Field 1 | Text | No | Dealstage |
Value 2 | Provide the value to update for "Field 2" | Text | No | Value2 |
Field 3 | See Field 1 | Text | No | Closed_lost_reason |
Value 3 | Provide the value to update for "Field 3" | Text | No | Value3 |
Field 4 | See Field 1 | Text | No | deal |
Value 4 | Provide the value to update for "Field 4" | Text | No | Value4 |
Field 5 | See Field 1 | Text | No | Field5 |
Value 5 | Provide the value to update for "Field 5" | Text | No | Value5 |
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 section. These variables in the Data library section are the outputs of previous Wrk Actions in the Wrkflow.
Outputs (what you get)
NAME | DESCRIPTION | TYPE | REQUIRED | EXAMPLE |
Deal ID | Deal ID | Text | Yes | 345 |
Updated at date | Date and time the the deal was last updated | Text | Yes | 2022-12-12T18:42:23.311Z |
Deal last modification date | Last modification | Text | Yes | 2022-12-12T18:42:23.311Z |
Deal pipeline | Deal pipeline | Text | Yes | Sales pipeline |
Archived | Specifies whether the deal is archived or not | True/False | Yes | False |
Deal close date | The date that the deal is to close | Date | Yes | 2022-12-12T18:42:23.311Z |
Deal assignee | The person assigned to the deal | Text | Yes | John Doe |
Deal name | Name of the deal | Text | Yes | Deal-1 |
Deal amount | Amount of the deal | Number
| Yes
| 1500.00 |
Deal stage | Stage of the deal | Text
| Yes
| Proposal |
Deal created date | Date and time when the deal was created | Date
| Yes
| 2022-12-12T18:42:23.311Z |
Created at date | Created date | Text
| Yes
| 2022-12-12T18:42:23.311Z |
Outcomes
NAME | DESCRIPTION |
Success | This status is selected if the deal was successfully edited 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:
- Failed to login
|
Requirements
HubSpot account must have an active Private App access token and it must be configured within this WrkAction.