HubSpot

What HubSpot Does in Trigify

Push contacts and companies from your Trigify workflows directly into HubSpot CRM. Create, update, or retrieve records automatically based on social signals and enriched data.

Connecting HubSpot

  1. Open or create a workflow in Trigify.

  2. Click Add action on any node and select HubSpot.

  3. Choose an action (e.g. Create Contact).

  4. Click Connect HubSpot in the configuration panel.

  5. You will be redirected to HubSpot to authorize the connection. Grant access to the HubSpot account you want to use.

  6. Once authorized, you are redirected back to Trigify. Configure your field mappings and run.

Available Actions

Action

Credits

What It Does

Create Contact

2

Create a new contact in HubSpot CRM.

Update Contact

2

Update an existing contact in HubSpot CRM.

Get Contact

2

Retrieve a contact from HubSpot CRM.

Create Company

2

Create a new company in HubSpot CRM.

Update Company

2

Update an existing company in HubSpot CRM.

Get Company

2

Retrieve a company from HubSpot CRM.

How to Use Create Contact

The most common use case is pushing enriched leads into HubSpot as new contacts:

  1. Add a HubSpot > Create Contact action to your workflow node.

  2. Map your fields: Email (required), First Name, Last Name, Company, Job Title, and any custom properties.

  3. Run the workflow. Each lead that passes through the node creates a new contact in HubSpot.

Important: Create Contact will fail if a contact with that email already exists. Use Update Contact for existing records, or build a check with Get Contact first.

Example Workflow

Trigger: A tracked company posts on LinkedIn about a topic relevant to your product.

Step 1: Enrich the lead with email and company data (using Surfe, Apollo, or another enrichment provider).

Step 2: HubSpot > Create Company (2 credits) to add the company record.

Step 3: HubSpot > Create Contact (2 credits) to add the person as a contact.

Step 4: Send them into your outreach sequence via Instantly or Smartlead.

Tips

Tip: Use Get Contact before Create Contact to avoid duplicate errors. Check if the contact exists first, then route to Create or Update accordingly.

Tip: All 6 actions cost 2 credits each. Company actions are great for building account-level context alongside your contact records.