How to set up HubSpot
HubSpot uses OAuth to establish the sync with Cargo. During connection, you’ll be asked to authorize Cargo. Once redirected and the connector is created, you can:- Set up a HubSpot data model — Create data models from your HubSpot objects to trigger Plays and power model search actions.
- Use HubSpot in workflows — Choose HubSpot from the node catalog within a Play, Tool, or Agent.
HubSpot actions
Insert record
Insert a new record into HubSpot. Use cases- Lead capture – Create new contacts from various sources and channels
- Company creation – Add new companies from forms, events, or imports
- Deal creation – Create new deals to track opportunities through your pipeline
Find record
Retrieve a single record from HubSpot by its unique ID. Use cases- Record lookup – Get specific record details for processing workflows
- Data validation – Verify record existence before performing operations
Match record
Check if a record exists in HubSpot based on matching criteria. Use cases- Duplicate prevention – Avoid creating duplicate records
- Smart routing – Route records based on existing data
Use Match record before Insert record to implement an upsert pattern
for single records.
Search records
Retrieve multiple records from HubSpot based on search criteria. Use cases- Advanced filtering – Find records meeting specific criteria
- Bulk operations – Retrieve multiple records for processing inside a group node
Update record
Update an existing record in HubSpot. Use cases- Data enrichment – Keep record information current and accurate
- Lifecycle management – Update record stages, deal stages, and statuses
- Lead scoring – Update contact scores based on engagement signals
Upsert records
Upsert multiple records into HubSpot (insert or update based on matching criteria). Use cases- Bulk data operations – Insert records in bulk while avoiding duplicates
- Data synchronization – Keep external systems synchronized with HubSpot
Delete record
Delete a record from HubSpot. Use cases- Data cleanup – Remove outdated or incorrect records programmatically or in batches
HubSpot data models
Cargo allows you to create data models on top of your HubSpot CRM data that can be used to trigger Plays and power model search actions.Creating HubSpot data models
| Field | Description |
|---|---|
| Name | Choose a descriptive name for your data model (required) |
| Slug | Set a unique identifier that cannot be changed once created (required) |
| Object Type | Select the HubSpot object type you want to model (Contacts, Companies, Deals, Tickets, or custom objects) |
Object types available
Contact models
Contact models
Use cases - Handle lead and contact information - Track individual
engagement and communication history - Manage contact lifecycle stages and
lead scoring
Company models
Company models
Use cases - Manage company records with domains, industry, and size
information - Track company relationships and hierarchies - Monitor account
engagement and lifecycle stages
Deal models
Deal models
Use cases - Track opportunities, pipeline stages, and deal progression -
Monitor deal velocity, conversion rates, and forecasting - Analyze win/loss
patterns and sales performance
Ticket models
Ticket models
Use cases - Track customer support requests and issues - Monitor ticket
resolution times and SLA compliance - Analyze support patterns and team
performance