How to set up HubSpot
Cargo supports two authentication methods for HubSpot:- OAuth 2 – The default method. During connection, you’ll be redirected to HubSpot to authorize Cargo.
- Private App – Use a HubSpot Private App access token for more granular permission control.
- 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
Match records
Check if records exist in HubSpot based on matching criteria. Use cases- Duplicate prevention – Avoid creating duplicate records
- Smart routing – Route records based on existing data
Use Match records before Insert record to implement an upsert pattern
for single records.
Find records
Find records matching the given criteria. Define multiple matching criteria—the action searches for records that match any of the provided values. Empty values are automatically skipped. Use cases- Multi-identifier matching – Search by domain, LinkedIn URL, or company name
- Flexible lookups – Find records using whichever identifiers are available
- Data quality handling – Provide multiple identifiers to maximize match rates
| Property | Value |
|---|---|
domain | {{nodes.start.company_domain}} |
linkedin_company_page | {{nodes.start.linkedin_url}} |
name | {{nodes.start.company_name}} |
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 records
Update existing records 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
Merge records
Merge two records of the same object type into one. Use cases- Deduplication – Combine duplicate records into a single master record
- Data consolidation – Merge records when companies or contacts are identified as the same
Delete records
Delete records from HubSpot. Use cases- Data cleanup – Remove outdated or incorrect records programmatically or in batches
Count records
Count records matching specific criteria. Use cases- Reporting – Get counts for dashboards and metrics
- Conditional logic – Make workflow decisions based on record counts
Add to list
Add a contact to a HubSpot list. Use cases- Segmentation – Add contacts to marketing lists based on workflow criteria
- Campaign targeting – Build audiences for email campaigns
Delete from list
Remove a contact from a HubSpot list. Use cases- List hygiene – Remove contacts who no longer meet list criteria
- Unsubscribe handling – Remove contacts from specific campaign lists
Create association
Create an association between two records in HubSpot. Use cases- Relationship mapping – Link contacts to companies or deals
- Account hierarchies – Connect parent and child companies
Delete association
Remove an association between two records in HubSpot. Use cases- Relationship cleanup – Remove incorrect associations
- Data restructuring – Update record relationships
Enroll to sequence
Enroll a contact in a HubSpot sequence. Use cases- Sales outreach – Automatically enroll leads in nurture sequences
- Follow-up automation – Trigger sequences based on workflow conditions
Submit form
Submit data to a HubSpot form. Use cases- Lead capture – Submit form data from external sources
- Data collection – Capture information while respecting HubSpot form settings and workflows
Unsubscribe contact
Unsubscribe a contact from all email subscriptions. Use cases- GDPR compliance – Honor unsubscribe requests
- Preference management – Respect contact communication preferences
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