HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.
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Field Name | Description |
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Account Name | A short, descriptive name that helps you re-use this account in future. |
HubSpot Hub Id | Login to your HubSpot account and look at the upper right corner to know your ID.
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Triggers
A trigger (Source) Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
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Trigger Name | Description |
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New Contact | Triggers when you add or modify a contact. Every person who interacts with your business is a contact. See http://knowledge.hubspot.com/contacts-user-guide/quick-tour-of-contacts-contact-properties-and-lists |
| New Contact in List | Triggers when you import a contact in your contact list. See http://knowledge.hubspot.com/getting-started-with-hubspot/how-to-import-a-list-of-leads-into-your-account |
| New Company | Triggers when you add or modify a company. |
| New COS Blog Post | Triggers when you add or modify a blog post. |
| New COS Blog Page | Triggers when you add or modify a template blog page. |
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Action Name | Description |
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Create Contact | Creates a contact. Every person who interacts with your business is a contact. See http://knowledge.hubspot.com/contacts-user-guide/quick-tour-of-contacts-contact-properties-and-lists. |
| Update Contact | Updates the information for a contact. |
| Delete Contact | Deletes a contact. |
| Create Contact List | Creates a contact list with multiple properties. For example, you might want to create a contact list of only your suppliers, and another list of your customers. See http://knowledge.hubspot.com/contacts-user-guide/how-to-segment-your-contacts-to-create-email-lists When you create a dynamic contact list, contacts (who satisfy all properties of this dynamic list) will also be automatically added to the list. |
| Update Contact List | Updates a contact list. |
| Delete Contact List | Deletes a contact list. Contacts are not deleted. Contacts are removed from the list before the list is deleted. |
| Add Contact To List | Adds a contact to a list. A contact can be added to multiple lists by sending the same contact with a different list name. |
| Remove Contact From List | Removes a contact from a list. If a contact is part of a workflow, the actions associated with the contact will not be performed. |
| Enroll Contact Into Workflow | Enrolls a contact into a workflow. A workflow is an automated set of marketing actions that execute, based upon a starting condition. Some examples of workflow actions include:
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| Withdraw Contact From Workflow | Deletes a contact from a workflow. |
| Create COS Blog Post | Creates a COS blog post. |
| Update COS Blog Post | Updates a COS blog post. |
| Delete COS Blog Post | Deletes a COS blog post. |
| Create Company | Creates a company. |
| Update Company | Updates the information for a company. |
| Delete Company | Deletes a company. If a contact is a part of a company, the contact is not deleted. The company is deleted and will not be available for that contact anymore. |
| Create Broadcast Message | Creates a broadcast message such as for posting on Facebook or Twitter. The message can be posted immediately or at a specified time in the future. |