Create HubSpot Object

• Create contacts from form submissions
• Generate deals when opportunities arise
• Add companies from enrichment data
• Create tickets from customer requests

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What This Does (The Simple Version)

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How It Works

1. What type of record to create (contact, deal, company, etc.)
2. Which properties to set
3. What values to use (typed values or variables from previous actions)

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Setting It Up

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Step 1: Choose Object Type

• Contacts - People in your CRM
• Companies - Organizations
• Deals - Sales opportunities
• Tickets - Support tickets
• Calls - Call records
• Emails - Email engagement records
• Meetings - Meeting records
• Notes - Notes attached to records
• Tasks - Tasks in HubSpot

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Step 2: Add Properties

• Search bar at the top
• List of all available properties for that object type
• Click properties to select them (they’ll show a checkmark)
• Click Done when finished

• The field is labeled with the property name (e.g., “First Name”, “Email”, “Company Name”)
• Type the value directly, OR
• Hover over the field to see the {} button, then click it to insert a variable

1. Click ”+ Add Property”
2. Select firstname, lastname, email, company, lifecycle_stage
3. Click Done
4. Now you see five fields:
   • First Name: Click {} → select first_name (from webhook)
   • Last Name: Click {} → select last_name (from webhook)
   • Email: Click {} → select email (from webhook)
   • Company: Click {} → select company_name (from webhook)
   • Lifecycle Stage: Type “lead”

• Contacts: Usually just email (but best to include firstname and lastname too)
• Companies: Usually just name or domain
• Deals: Usually dealname and pipeline and dealstage
• Tickets: Usually subject and hs_pipeline and hs_pipeline_stage

• Use the property picker to see all available properties and avoid typos
• Click {} to insert variables from triggers or previous actions
• HubSpot will use default values for properties you don’t set

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Step 3: Name Your Output Variable

• created_contact
• new_deal
• new_ticket
• contact_record

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What You Get Back

{
  "id": "67890",
  "properties": {
    "firstname": "Jane",
    "lastname": "Smith",
    "email": "[email protected]",
    "createdate": "2025-10-01T14:30:00Z",
    "hs_object_id": "67890"
  },
  "createdAt": "2025-10-01T14:30:00Z",
  "archived": false
}

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Using the Results

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Access the New Record’s ID

• Click the Insert Variable button ({} icon)
• Navigate to your output variable (e.g., created_contact)
• Select id or properties → hs_object_id (they’re the same)

1. Create HubSpot Object (V2) - Create contact, output: created_contact
2. Create HubSpot Object (V2) - Create deal:
   • Set deal properties (dealname, dealstage, etc.)
   • In associations field: Type contact: then click {} → created_contact → id

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Access Other Properties

• Click {} → created_contact → properties → email
• Click {} → created_contact → properties → createdate

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Check If Creation Succeeded

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Common Workflows

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Create Contact from Form

1. Create HubSpot Object (V2)
   • Object Type: Contacts
   • Properties: Click ”+ Add Property” and select:
     • firstname: Click {} → select first_name
     • lastname: Click {} → select last_name
     • email: Click {} → select email
     • company: Click {} → select company
     • lifecycle_stage: Type “lead”
   • Output Variable: created_contact
2. Send confirmation email using created_contact data…

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Create Deal for New Contact

1. Create HubSpot Object (V2) - Create contact
   • Object Type: Contacts
   • Properties: Set firstname, lastname, email
   • Output Variable: new_contact
2. Create HubSpot Object (V2) - Create deal
   • Object Type: Deals
   • Properties: Click ”+ Add Property” and select:
     • dealname: Type “New Opportunity - ” then click {} → new_contact → properties → firstname
     • dealstage: Type “appointmentscheduled”
     • pipeline: Type “default”
     • amount: Type “5000”
   • Output Variable: new_deal
3. Associate them (if needed) using Update or Association action…

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Create Company from Enrichment

1. Enrich Company Data (external API action)
   • Domain: acme.com
   • Output Variable: company_data
2. Create HubSpot Object (V2)
   • Object Type: Companies
   • Properties: Click ”+ Add Property” and select:
     • name: Click {} → company_data → name
     • domain: Click {} → company_data → domain
     • industry: Click {} → company_data → industry
     • numberofemployees: Click {} → company_data → employee_count
   • Output Variable: created_company

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Real Examples

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Lead Capture Workflow

• Object Type: Contacts
• Properties: Click ”+ Add Property” and select:
  • email: Click {} → select email
  • firstname: Click {} → select first_name
  • lastname: Click {} → select last_name
  • phone: Click {} → select phone
  • lifecycle_stage: “marketingqualifiedlead”
  • lead_source: “Whitepaper Download”
• Output Variable: new_lead

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New Deal from Opportunity

• Object Type: Deals
• Properties: Click ”+ Add Property” and select:
  • dealname: Click {} → select deal_name
  • amount: Click {} → select amount
  • closedate: Click {} → select close_date
  • dealstage: “qualifiedtobuy”
  • pipeline: “default”
  • deal_source: “Sales Generated”
• Output Variable: new_deal

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Troubleshooting

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”Missing Required Property” Error

1. Required property not selected in property picker
2. Required property field left empty
3. Variable inserted but it has no value

1. Click ”+ Add Property” and select all required properties for that object type
2. Fill in values for all required fields
3. Check that variables you inserted actually have values (check execution log)
4. For contacts: always include email
5. For companies: always include name or domain
6. For deals: always include dealname, pipeline, dealstage

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”Property Does Not Exist” Error

1. Property name is misspelled
2. Property doesn’t exist in your HubSpot account
3. Property exists but not for that object type

1. Always use the ”+ Add Property” button (shows only valid properties)
2. Go to HubSpot → Settings → Properties to verify the property exists
3. Make sure you’re creating the right object type for that property
4. Custom properties must be created in HubSpot first

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”Missing OAuth Scope” Error

1. Go to Settings → Integrations
2. Click “Reconnect” on HubSpot
3. Make sure you check the box to authorize WRITE access to that object type
4. Save and try creating again

• Contacts: “Write Contacts”
• Companies: “Write Companies”
• Deals: “Write Deals”
• Tickets: “Write Tickets”

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Duplicate Records Created

1. Workflow running multiple times
2. No duplicate checking (HubSpot allows duplicate emails if not prevented)

1. Check trigger settings - is it triggering multiple times?
2. Before creating, use Search HubSpot (V2) to check if record exists:
   • Search by email (for contacts) or domain (for companies)
   • Use If Condition to only create if search returns empty
3. Enable duplicate prevention in HubSpot settings (contacts only)

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Tips & Best Practices

• Always use the ”+ Add Property” button to select from actual HubSpot properties
• Include all required properties for that object type
• Use descriptive dealname, firstname/lastname, or name values
• Set lifecycle_stage for contacts to track their journey
• Save the output variable to use the HubSpot ID later
• Test with one record before running in a loop

• Create contacts without email addresses (HubSpot requires it)
• Forget to set pipeline and dealstage for deals (required)
• Create duplicate records - search first if unsure
• Forget to check permissions (need WRITE access, not just READ)
• Set properties that don’t exist in your HubSpot account

• Creating records is fast (usually under 1 second)
• If creating many records in a loop, consider batching (100-500 at a time)
• Use variables from previous actions instead of hardcoded values

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Related Actions

• Update HubSpot Object (V2) - Update records you created
• Search HubSpot (V2) - Check if record exists before creating
• Lookup HubSpot Object (V2) - Get full details on created record
• If Condition - Only create if certain conditions are met

• Variable System - Using variables in property values
• HubSpot Setup - Getting write permissions