CRM

Connect HubSpot to Sortment

Connect HubSpot to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys. You approve every change.

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Actions: 281
Triggers: 2
Authentication: OAuth2, API Key
Category: CRM

What Sortment's agents can do in HubSpot

281 actions. The ones lifecycle programs use most are shown first.

Add token to event template
Create a new marketing email
Create campaign
Create campaigns
Create contact
Create Contact From Natural Language
Create contacts
Create deal
Create Deal From Natural Language
Create deals
Create email
Create emails
Create event template for app
Create list
Create product
Create products
Create ticket
Create tickets
Create timeline event based on template
Create multiple timeline events batch
Enroll contact in workflow
Publish or send a marketing email
Search campaigns
Search contacts by criteria
Search CRM lists
Search deals
Search emails
Search products
Search tickets
Update a marketing email
Update campaign
Update a batch of campaigns
Update contact
Update contacts
Update deal
Update deals

Show all 281 actions

Update emails
Update email subscriptions
Update existing event template
Update list memberships
Update product
Update products
Update ticket
Update tickets
Update token on event template
Upsert contacts
Add asset association
Create A/B test variation
Create a new property group
Create association for object type
Create batch of feedback submissions
Create batch of objects
Create batch of properties
Create batch of quotes
Create companies
Create company
Create CRM Object From Natural Language
Create CRM object with properties
Create engagement
Create feedback submission
Create line item
Create line items
Create meeting
Create note
Create object association
Create new object schema with custom properties
Create or update draft version
Create pipeline for object type
Create pipeline stage
Create property for specified object type
Create quote object
Create task
Create workflow
Publish site page draft
Search companies
Search crm objects by criteria
Search feedback submissions
Search line items by criteria
Search quotes by criteria
Update batch feedback submissions
Update a batch of objects by id or property values
Update calling app recording settings
Update companies
Update company
Update specific CRM property
Update feedback submission by id
Update line item object partially
Update a batch of line items
Update existing object schema
Update pipeline stage by ids
Update video conference app settings
Update workflow
Get the variation of an A/B marketing email
Get Account Information
Get active imports list
Get all marketing emails for a HubSpot account
Get campaign
Get campaign metrics
Get campaigns
Get contact IDs
Get CRM list
Get CRM lists by IDs
Get deal
Get deals
Get emails
Get email subscription status
Get specific event template for app
Get draft version of a marketing email
Get a revision of a marketing email
Get revisions of a marketing email
Get marketing event participation breakdown
Get product
Get products
Get record list memberships
Get segment members
Get the details of a specified marketing email
Get ticket
Get tickets
List all engagements
List assets
List association types
List audit logs
List call dispositions
List companies
List company activities
List company calls
List company meetings
List contact notes
List contact properties
List contacts
List contact tasks
List conversation threads
List deal activities
List deal meetings
List deals
List email events
List Emails
List all event templates for app
List feedback submissions page
List granted OAuth scopes
List landing page revisions
List object associations
List products
List quotes page
List recently modified engagements
List sequences
List settings users
List site pages
List tickets
Read contact
Read contacts
Read legacy contact profile
Read legacy contact profiles by email
Retrieve line items list
Retrieve owner by ID or user ID
Retrieve timeline event by ids
Fetch import error details
Fetch recording settings by app ID
Fetch revenue
Get aggregated statistic intervals
Get aggregated statistics
Get blog post
Get company
Get engagement
Get import record information
Get pipeline stage audit
Get quote by id
Get site page
Get site page draft
Get workflow by ID
Get workflow performance
Get workflow revision
Get all workflows
Read a CRM property by name
Read all properties for object type
Read a page of objects by type
Read a batch of CRM object properties
Read batch feedback submissions by id or property
Read batch of crm objects by id or property values
Read batch of line items by id or property values
Read batch of quotes by property values
Read budget
Read crm object by id
Read feedback submission by id
Read a property group
Read property groups for object type
Retrieve all object schemas
Retrieve all pipelines for specified object type
Retrieve calling settings for app
Retrieve line item by id
Retrieve existing object schema
Retrieve owners
Retrieve page of crm owners
Retrieve pipeline stage by id
Retrieve pipeline stages
Retrieve video conference settings by id
Set call recording settings
ArchiveEmail email
Batch create contact-company associations
Batch read list memberships
Clone marketing email
Permanently delete contact for GDPR compliance
Map legacy list ID
Merge contacts
Merge deals
Merge emails
Merge products
Merge tickets
Permanently delete contact via GDPR
ReadEmail Email
Render event detail template
Render event header or detail as html
UpdateEmail Email
Audit pipeline changes by id
Batch archive association labels
Batch read companies by properties
Batch update quotes
Configure calling extension settings
Permanently delete company for GDPR compliance
Permanently delete line items for gdpr
Return pipeline by id
Merge two companies of same type
Merge two feedback submissions
Merge two line items of same type
Merge two objects of same type
Merge two quotes of same type
Partially update CRM object by ID
Batch read associations
Replace all properties of pipeline
Replace pipeline stage properties
Initiate data import process
Modify calling extension settings
Partially update pipeline by id
Partially update property group
Partial update quote by quote id
Who Am I
Archive contact
Archive contacts
Archive deals
Archive emails
Archive product
Archive products
Archive ticket
Archive tickets
Delete campaign
Archive a batch of campaigns
Archive deal (GDPR permanent delete not supported for deals)
Delete a marketing email
Delete timeline event template
Remove deal
Remove token from event template
Restore a revision of a marketing email to draft state
Restore a revision of a marketing email
Archive batch of feedback submissions by id
Archive batch of line items by id
Archive batch of objects by id
Archive batch of properties
Archive a batch of quotes by id
Archive companies
Archive company
Archive a CRM object by ID
Archive feedback submission
Archive line item by id
Archive property by object type and name
Archive property group
Archive quote object by id
Cancel active import
Delete call
Delete calling extension settings
Delete meeting
Delete note
Delete pipeline by id
Delete pipeline stage by id
Delete schema by object type
Delete task
Delete video conferencing app settings
Delete workflow
Remove asset association
Remove association between CRM records
Remove association from schema
Reset draft

How it works

1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.