Action - Create HubSpot Record
This action step creates a record in your HubSpot account.
The step supports the creation of the following types of records:
- Any custom object you have in HubSpot, for example, "Contracts"
This action, along with the " Update HubSpot Record" action, is the most powerful HubSpot step in our flow builder, as it allows you the greatest flexibility in automating your HubSpot processes and has the most robust setup.
Note that if another record of this type already exists in your HubSpot account, and you want to avoid duplicated records, you might to use the "Update HubSpot Record" action step instead.
Create HubSpot Record overview video
How to set up "Create HubSpot Record" step
The setup of this step consists of 3 parts:
- Choose record type
- Map record properties
- Choose associations
1. Choose record type
First, you have to choose what record you want to create. Note that this step supports all custom objects, too, so if you have any, you will see them in the list:
2. Map record properties
Depending on what record type you have chosen, you'd be able to map Encharge fields to HubSpot properties for the newly created record. For example, if I want to create a new HubSpot contact, I can map the name, email, and company of the contact. The newly created contact will have these properties populated with data from Encharge.
Note that each record has different properties, so you must first select the right record type before mapping properties.
Encharge will show some of the most common HubSpot properties by default (for contacts, these are First Name, Last Name, Email, and Phone Number). However, you can map any and as many properties as you want. To do that, click on the "Add Property" button When you click on the button, you will see a list of all the properties for this record type in HubSpot. When you select the property, you can then choose the Encharge field to map it to.
You can also delete unwanted properties by using the trash icon to the right.
The step supports different data input types for the mapped fields:
- Edit value only
- Map from existing property
- Edit with merge fields
Map from existing property is the default input type selected. It allows you to map to one of the existing fields in Encharge. It will dynamically populate the value. For instance, if you select the Phone field, it will populate the value with the phone field of the person:
Edit value only allows you to enter a custom value. For instance, if you want, you can populate the field with a fixed phone number - that way each new record will be populated with this fixed value (example below). Note that some fields support specific value types - for example, some fields support only numbers.
Edit with merge fields allows you to use merge tags in your field value. When you select this option, you will see the merge tag icon appear to the right of the field. You can use it to generate merge tags. You can also use merge tags along with fixed values. For instance, in the example below, we are populating the field value with a fixed number "+1" and a dynamic phone number:
3. Associate record
Last but not least, a newly created record can be associated with one or more of the following records:
- Contact in this step
- Companies associated with contact in this step
- Tickets associated with Contact in this step
- Conversations associated with Contact in this step
- Deals associated with Contacts in this step
- Feedback submissions associated with Contact in this step
If you want to ensure your records are all properly and fully associated across your HubSpot account, you can even choose to associate the newly created record with everything.
This feature is really powerful as it allows you to keep your account in sync. Your sales rep would not need to manually cross reference and match contacts with deals, tickets, etc. When the record is created, it will automatically be associated in your account with any relevant records.
Further reading: All HubSpot flow steps