HubSpot actions - Ortto help

Overview

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

Accessing HubSpot actions

HubSpot actions can be accessed by:

In a Playbook campaign: Navigate to the actions tab at the top of the screen > New action > Select the Pipedrive tab.
In a Journey campaign: Add a new shape > Action > Pipedrive > Select the relevant action.

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.

NOTE: The available HubSpot object types will be based on those imported after integrating Ortto with HubSpot.

Upon choosing one of the above actions:

On the Setup page, select a HubSpot Object type.
Click Add field to add one or more relevant fields.

NOTE: Ortto automatically fills these fields with relevant merge tag values from your CDP. You can also customize them using the filter feature. See available object fields at Action fields.

3. To associate the object record with another HubSpot object, click Add association. This will update the associated object records with the fields you select.

5. , Then, click either:

Test action: to test the action. This will execute the action and the results will be available in your HubSpot account.
Create: to add the action to your journey or playbook campaign.

NOTE: 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.

NOTE: Occasionally, certain action shapes in a journey may fail temporarily due to various factors. In such cases, instead of marking the shapes as failed immediately, they will be reprocessed automatically up to 12 times. Learn more about how failed journey actions are retried.

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.