Hubspot actions

This page describes all Hubspot actions which are added to your Ortto account after integrating Ortto with Hubspot when configuring Hubspot as a new data source.

These actions are available in Ortto’s journey and playbook campaigns, and allow you to update object records in Hubspot service itself, as well as fields in your Ortto account’s CDP.

The Hubspot actions described on this page are available from either the:

  • left Action  Hubspot section of a journey campaign (in edit mode) or

  • Actions option > New action button > Hubspot tab on the resulting New playbook action page of a playbook campaign.

Create record, Update record, and Create or update a record

The Create record, Update record, and Create or update a record actions allow you to create or update object records in Hubspot.
The Hubspot object types available are based on those imported after integrating Ortto with Hubspot.

Upon choosing one of these actions:

  1. On the Setup page, choose from one of the Hubspot Object types.

  2. Click Add field to add one or more relevant fields.

    Ortto will automatically pre-populate as many of these fields with appropriate merge tag values from your account’s CDP. See the available object fields at Action fields.

    You also have the ability to specify your own merge tag values using the filter feature provided.

    If you do, ensure these values map to valid Hubspot field values for your chosen object type. Otherwise, Ortto will return the relevant Hubspot error and this Hubspot action will fail in the campaign it has been used in. Learn more about using filters in Working with filters.
  3. To associate the object record with another Hubspot object, click Add association.

    Adding an association will update the associated object records with the fields you select.

  4. Click either:

    • Test action — to test the Create record action.

      Doing this will actually execute the action and the results will be noticeable in your Hubspot service.
    • Create — to add the action to your journey or playbook campaign.

Action fields

These fields are available to select when you choose a relevant Hubspot object to create or update.

Object Field Type Description

Contact

Buying Role

Multi-select

The role that the contact plays during the sales process.

Lead Status

Single-select

The contact and company property that indicates where the contact or company is within a buying cycle as a lead.

Time Zone

Single-select

The contact’s time zone.

Work email

Text

The work email as provided through a lead ad form, set by the ads tool.

First Name

Text

The contact’s first name.

Last Name

Text

The contact’s last name.

Email

Text

The contact’s email address.

Mobile Phone Number

Text

The contact’s mobile phone number.

Phone Number

Text

The contact’s primary phone number.

City

Text

The contact’s city of residence.

State/Region

Text

The contact’s state of residence.

Country/Region

Text

The contact’s country of residence.

Lifecycle Stage

Single-select

A property used to indicate at what point the contact is within the marketing/sales process.

Company Name

Text

The name of the contact’s company.

Website URL

Text

The contact’s company website.

Annual Revenue

Text

The contact’s annual company revenue.

Industry

Text

The contact’s industry.

Company

Time Zone

Single select

The contact’s timezone.

Total money raised

Number

The amount of money raised by the company.

Company Name

Text

The name of the company associated with the contact.

Phone Number

Text

The contact’s phone number.

Street address

Text

The street address of the company.

Street address 2

Text

Additional address information for the company.

City

Text

The contact’s city of residence.

State/Region

Text

The contact’s state or region of residence.

Company owner

Text

The HubSpot user that the company is assigned to.

Postal code

Text

The postal or zip code for the company

Country/Region

Text

The contact’s country/region of residence.

Website URL

Text

The contact’s company website.

Company domain name

Text

The contact’s company website.

Industry

Text

The contact’s industry.

Annual Revenue

Text

The annual company revenue.

Lifecycle Stage

Single select

The lifecycle stage the contact is at.

Lead Status

Single select

The contact and company property that indicates where the contact or company is within a buying cycle as a lead.

Type

Text

The company’s relationship to you (e.g., prospect, partner, reseller, vendor, or other).

Description

Text

A short statement about the company’s mission and goals.

Close Date

Time and date

The date that the contact became a Customer.

Deal

Currency

Single select

The currency that the total value of the deal is set in.

Priority

Single select

The level of attention needed on the deal.

Deal Name

Text

The name of the deal.

Amount

Number

The total value of the deal in the deal’s currency, if your HubSpot account uses more than one currency.

Deal Stage

Single select

The category of the deal stage.

Pipeline

Single select

The pipeline a deal is in, which determines the deal stages the deal will move through.

Create Date

Time and date

The date the deal was created.

Close Date

Time and date

The day the deal is expected to close, or was closed.

Deal owner

Single select

The user from your team that the deal is assigned to.

Deal Type

Single select

The category for the deal.