HubSpot Integration Guide

This guide covers all HubSpot actions available in TexAu. Use these actions to read from and write to your HubSpot CRM directly from a table.

All HubSpot actions in TexAu cost 0 credits. You only pay for the credits on your HubSpot side.

Before you begin

• A HubSpot account is required. Free and paid plans are both supported.
• Connect HubSpot to TexAu using OAuth. Go to Settings > Integrations, find HubSpot, and click Connect with OAuth.
• Sign in to HubSpot in the window that opens and click Grant access.
• The integration is now connected. TexAu uses your HubSpot user's access level.

Contact actions

Search Contacts

Searches your HubSpot contacts by name, email, or other properties.

Input:

• Search query -- email address, name, or keyword
• Property filters (optional)

Output:

• Contact ID
• First Name, Last Name
• Email
• Company Name
• Job Title
• HubSpot Contact URL

Get Contact

Retrieves full details for a single HubSpot contact by ID.

Input:

• Contact ID (required)

Output:

• All standard contact properties
• Lifecycle stage
• Creation date
• Last modified date

Get Contact by ID

Same as Get Contact. Use when you already have the HubSpot Contact ID in your table.

Input:

• HubSpot Contact ID (required)

Output:

• Full contact property set

Create Contact

Creates a new contact in HubSpot.

Input:

• Email (required)
• First Name (optional)
• Last Name (optional)
• Job Title (optional)
• Company Name (optional)
• Phone (optional)
• LinkedIn URL (optional)
• Additional properties (optional)

Output:

• HubSpot Contact ID
• HubSpot Contact URL
• Creation status

Typical use case: Push enriched prospects from TexAu into HubSpot after enrichment run.

Update Contact

Updates properties on an existing HubSpot contact.

Input:

• HubSpot Contact ID (required)
• Properties to update (supply column references for each)

Output:

• Update status
• Updated Contact ID

Delete Contact

Deletes a contact from HubSpot by Contact ID.

Input:

• HubSpot Contact ID (required)

Output:

• Deletion status

Merge Contacts

Merges two HubSpot contacts into one.

Input:

• Primary Contact ID (the one to keep)
• Secondary Contact ID (the one to merge into the primary)

Output:

• Merge status
• Resulting Contact ID

List Contacts

Returns a list of contacts from HubSpot, with optional filtering.

Input:

• Limit (number of results to return)
• Filters (optional)

Output:

• Array of contacts (ID, email, name, company for each)

Enrol Contact in Sequence

Adds a contact to a HubSpot email sequence.

Input:

• Contact ID (required)
• Sequence ID (required)

Output:

• Enrollment status

Company actions

Create Company

Creates a new company record in HubSpot.

Input:

• Company Name (required)
• Domain (optional)
• Industry (optional)
• Employee Count (optional)
• Phone (optional)
• City, Country (optional)

Output:

• HubSpot Company ID
• Company URL

List Companies

Returns a list of company records.

Input:

• Limit (optional)

Output:

• Array of companies (ID, name, domain for each)

Get Company by ID

Retrieves a HubSpot company record by its ID.

Input:

• Company ID (required)

Output:

• All company properties

Update Company

Updates properties on an existing company record.

Input:

• Company ID (required)
• Properties to update

Output:

• Update status

Delete Company

Deletes a company record from HubSpot.

Input:

• Company ID (required)

Output:

• Deletion status

Search Companies

Searches company records by name, domain, or other properties.

Input:

• Search query

Output:

• Array of matching companies

Merge Companies

Merges two company records into one.

Input:

• Primary Company ID
• Secondary Company ID

Output:

• Merge status

Deal actions

Create Deal

Creates a new deal in HubSpot.

Input:

• Deal Name (required)
• Pipeline ID (required)
• Stage ID (required)
• Amount (optional)
• Close Date (optional)
• Associated Contact ID (optional)

Output:

• Deal ID
• Deal URL

List Deals

Returns a list of deals from HubSpot.

Input:

• Limit (optional)
• Pipeline ID (optional)

Output:

• Array of deals (ID, name, stage, amount)

Get Deal by ID

Retrieves a deal record by its ID.

Input:

• Deal ID (required)

Output:

• All deal properties

Search Deals

Searches deals by name or other properties.

Input:

• Search query

Output:

• Array of matching deals

Update Deal

Updates properties on an existing deal.

Input:

• Deal ID (required)
• Properties to update

Output:

• Update status

Delete Deal

Deletes a deal from HubSpot.

Input:

• Deal ID (required)

Output:

• Deletion status

Merge Deals

Merges two deal records.

Input:

• Primary Deal ID
• Secondary Deal ID

Output:

• Merge status

Get Deal Properties

Returns the list of all available deal properties in your HubSpot account.

Input: None

Output:

• Array of property names, types, and labels

Lead actions

Create Lead

Creates a new lead in HubSpot.

Input:

• Associated Contact ID or Email (required)
• Lead Name (optional)
• Pipeline and Stage (optional)

Output:

• Lead ID
• Lead URL

List Leads

Returns a list of lead records.

Input:

• Limit (optional)

Output:

• Array of leads

Pipeline and property actions

Get All Pipelines

Lists all deal pipelines in your HubSpot account.

Input: None

Output:

• Array of pipeline IDs and names

Get Pipeline Stages

Returns the stages for a specific pipeline.

Input:

• Pipeline ID (required)

Output:

• Array of stage IDs, names, and positions

Get All Properties

Returns all contact or company properties defined in HubSpot.

Input:

• Object type (contact or company)

Output:

• Array of property names and types

Get All Property Groups

Returns property groups for contacts or companies.

Input:

• Object type

Output:

• Array of group names and associated properties

Create Property

Creates a custom property in HubSpot.

Input:

• Object type (contact, company, deal)
• Property name
• Property label
• Property type (text, number, date, checkbox, select)
• Group name

Output:

• Property creation status

Other actions

Get Owners

Returns a list of HubSpot users (owners).

Input: None

Output:

• Array of owner IDs, names, and email addresses

List Users

Returns all users in your HubSpot account.

Input: None

Output:

• User ID, email, name, role for each user

Get Engagements

Returns engagement records (calls, emails, notes) for a contact or deal.

Input:

• Object type (contact or deal)
• Object ID

Output:

• Array of engagements with type, date, and content

Create Engagement

Creates a note, call, or email record in HubSpot.

Input:

• Engagement type (note, call, email)
• Associated contact or deal ID
• Content or body
• Date (optional)

Output:

• Engagement ID

Get All Campaigns

Returns a list of HubSpot marketing campaigns.

Input: None

Output:

• Array of campaign IDs, names, and statuses

Get CRM Associations, Create CRM Association, Delete CRM Association, Get Association Labels

These actions manage the relationships (associations) between CRM records (e.g., linking a contact to a deal).

Input:

• Object type and ID for the source
• Object type and ID for the target

Output:

• Association status or list of associations

Troubleshooting

Contact creation fails with "email already exists". HubSpot does not allow duplicate contacts by email. Use Search Contacts first to check if the contact exists, then use Update Contact if it does.

Pipeline Stage ID is required but I do not know it. Run Get Pipeline Stages without input. It returns all stage IDs for each pipeline. Copy the ID of the stage you want.

The integration returns "insufficient permissions". The HubSpot user who authorized TexAu does not have permission to write to the object you are trying to create. Ask a HubSpot admin to reconnect TexAu using an account with the required permissions.

I see a 429 error in the run log. HubSpot has rate limits on API calls. TexAu backs off and retries automatically, but very large runs may hit the limit. Run smaller batches or contact support for guidance on bulk operations.