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HubSpot

Connection

When you're setting up your first workflow with HubSpot, you'll need to create a connection. Click Connect with HubSpot to start the process.

Screenshot of a MESA workflow HubSpot step connection panel. Spotlight the Connect with HubSpot button.

If you are not already logged in, you will be asked to log in and select the HubSpot account that you want to connect.

You will need to be a Super User to connect MESA with HubSpot. Learn more

Configure

Click the Retrieve Fields button to pull in the current fields associated with your HubSpot action.

If you ever update your fields in HubSpot, you will need to click the Retrieve Fields button to pull in the latest changes.

Screenshot of a MESA HubSpot action step before fields are pulled in. Spotlight the Retrieve Fields button.
Screenshot of a MESA HubSpot action step after clicking Retrieve Fields, showing the HubSpot fields pulled in. Spotlight the retrieved fields list.
Example of fields that display from HubSpot

Finding Contact, Deals, and Companies

Use the "Search" actions for the object you want to retrieve: Search for Contact, Search for Deal, Search for Company

Screenshot of the MESA HubSpot action selector. Spotlight the Search for Contact action.
Screenshot of the MESA HubSpot action selector. Spotlight the Search for Deal action.
Screenshot of the MESA HubSpot action selector. Spotlight the Search for Company action.

It is recommended to set up these fields while using these actions:

  • Limit: Set the number of results to return from this action. If you would only like 1 result to return, please set it to 1.

  • After: Set to 0.

  • Query: Add text and use it if you want to run a general query.

  • Filter Groups: Use this instead of Query to run a specific query. Hit Add Set and fill in the Property Name, Operator, and Value fields.

Add "Retrieve" actions to retrieve the variables from your search results.

Selecting Pipelines

Once you have connected HubSpot with MESA, click the More options button and select the Pipeline field to add a value.

Screenshot of a MESA HubSpot Create Deal step. Spotlight the More options button used to add the Pipeline field.
Screenshot of a MESA HubSpot Create Deal step with More options expanded. Spotlight the Pipeline field.

Now that you have a Pipeline specified, select Deal Stage from More options. MESA will only retrieve Deal Stages linked to that Pipeline.

Screenshot of a MESA HubSpot Create Deal step with a Pipeline specified. Spotlight the Deal Stage field under More options.

Technical Notes

Requirements

  • Super User permissions: Requires Super User permissions on your HubSpot account in order to connect MESA with HubSpot

  • Your HubSpot plan must have access to the following scopes.

    • crm.objects.companies.read

    • crm.objects.companies.write

    • crm.objects.contacts.read

    • crm.objects.contacts.write

    • crm.objects.deals.read

    • crm.objects.deals.write

    • crm.objects.owners.read

    • e-commerce

    • oauth

If you have any issues with creating a connection and authenticating with HubSpot, we recommend reaching out to the HubSpot support team here: help.hubspot.com

View HubSpot templates and tutorials here!

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