The HubSpot actions create or update a HubSpot record when an automation runs. They work with three entity types: Contact, Company and Deal.
You connect your HubSpot account once. Then you pick the entity type and fill each HubSpot field with typed text or a field from the record.
Example: a Risk Register table in an Enterprise Risk Management solution. When a risk that names a customer is accepted, the automation updates that Company in HubSpot. The account team then sees the accepted risk on the Company in HubSpot.
Plan Availability | All plan types. |
Permissions | Administrators, in any solution, and Solution Managers, in the solutions they manage, create and edit automations. |
Platform | Web |
Related Reading |
How do I add the action?
Open the Solution Menu, the arrow beside the solution name, and select Automations.
Select Add Automation and pick a trigger, such as When a record is updated.
Under Then do this, select Add Action. Under Integrations, point to HubSpot.
Select Create Record or Update Record.
Connect the HubSpot account
In the action, select Connect.
Sign in to HubSpot and accept the request.
Close the window when the connection completes.
Set up the record
Choose the Entity Type: Contact, Company or Deal. Each type has its own fields.
For Update Record, under Find Record to update, select Add Condition. Set a HubSpot field, a comparison and a value, such as Email Equal to the record's email field.
Fill in the required field: Email for a Contact, Company name for a Company, or Deal Name for a Deal.
Under Fields, select Add Field for each further field. Pick it from the list or type its name to search.
Select Save Automation, and Yes, Switch It On when asked.
The HubSpot Update Record Action Settings with the HubSpot Account list and Add new HubSpot credential.
Note: A field you add and leave blank clears that value in HubSpot. Remove fields you do not want to change.
Frequently asked questions
Which HubSpot records can I create or update?
Which HubSpot records can I create or update?
Contacts, Companies and Deals.
How does Update Record find the right record?
How does Update Record find the right record?
With the conditions under Find Record to update, such as Email Equal to the record's email field.
Which field is required for each type?
Which field is required for each type?
Email for a Contact, Company name for a Company, and Deal Name for a Deal.
Can I search for a field?
Can I search for a field?
Yes. Under Fields, select Add Field and type the field's name to search the list.
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Last verified 1 Nov 2026.