📝 Overview
With Yoom, you can integrate with HubSpot to create, retrieve, update, and sync various objects such as contacts, companies, and deals.
You can also use specific actions within HubSpot as triggers to launch Flowbots in Yoom.
For each trigger or operation, you can click the Test button to check the output data on the settings screen.
🙌 What You Can Do
Launch a Flowbot when a new contact is created
Launch a Flowbot when a form is submitted
Retrieve specific contact information and send it to another app
Register submitted form content as a record in a custom object
Sync lists of HubSpot objects (contacts, companies, deals) with a Yoom database
🙅♂️ What You Cannot Do
Any action not listed in the supported action list below
🏃♀️ Action List
Trigger Actions
Actions | Descriptions |
When a new contact is created | Triggers a Flowbot. |
When a new company is created | Triggers a Flowbot. |
When a new deal is created | Triggers a Flowbot. |
When a contact is created or updated | Triggers a Flowbot. |
When a company is created or updated | Triggers a Flowbot. |
When a deal is created or updated | Triggers a Flowbot. |
When a form is submitted | Triggers a Flowbot when the form with the specified ID is submitted. |
App Integration Actions
Actions | Descriptions |
Create a contact | Create new contact data |
Retrieve a contact | Get details using a contact ID |
Retrieve the latest contact ID | Get the most recently created contact ID |
Update a contact | Update contact info by ID |
Search contacts | Search contacts using keywords |
Get contact custom properties | Retrieve custom property values using contact ID |
Retrieve contact ID list | Get a list of contact IDs |
Update contact custom properties | Update custom properties using contact ID |
Add a note to a contact | Attach a note to a specific contact |
Create a company | Create company data |
Retrieve a company | Get details using company ID |
Retrieve the latest company ID | Get the most recent company ID |
Update a company | Update company data using ID |
Search companies | Search companies using keywords |
Get company custom properties | Retrieve custom property values using company ID |
Retrieve company ID list | Get a list of company IDs |
Update company custom properties | Update custom properties using company ID |
Create a deal | Create deal data |
Retrieve a deal | Get details using deal ID |
Retrieve the latest deal ID | Get the most recent deal ID |
Update a deal | Update deal data using ID |
Search deals | Search deals using keywords |
Get deal custom properties | Retrieve custom property values using deal ID |
Retrieve deal ID list | Get a list of deal IDs |
Update deal custom properties | Update custom properties using deal ID |
Create a record for a custom object | Create a custom object using internal property names |
Update a record for a custom object | Update a custom object by record ID |
Retrieve a record for a custom object | Get a custom object record by ID |
Create a ticket | Add a new ticket |
Update a ticket | Update an existing ticket |
Submit to a form | Submit data to a form using form ID, portal ID, etc. |
Associate records | Link records based on specified parameters |
Get public file URL | Retrieve a file's public URL using its file ID |
Data Connect Actions (For Database Sync)
Actions | Descriptions |
Retrieve contact list | Sync all contacts into the Yoom database |
Retrieve company list | Sync all companies |
Retrieve deal list | Sync all deals |
Retrieve contacts (conditional) | Filter and sync contacts that match a condition |
Retrieve companies (conditional) | Filter and sync companies that match a condition |
Retrieve deals (conditional) | Filter and sync deals that match a condition |
Link contacts | Match & sync contacts with existing data |
Link companies | Match & sync companies with existing data |
Link deals | Match & sync deals with existing data |
Link contacts (conditional) | Link only if contact matches specific conditions |
Link companies (conditional) | Link only if company matches specific conditions |
Link deals (conditional) | Link only if deal matches specific conditions |
That’s everything you can do with HubSpot integration in Yoom!
Try combining triggers and actions to automate your CRM workflows 🚀
📚 Related Guides
Check out the HubSpot Help Page List for detailed articles on each action!
Search Keyword
Search Keyword
HubSpot, integration, CRM, contact, deal, company, database, sync, Flowbot