Action - Create or Update Object in HubSpot – RevOS Documentation & Support

Action: Create or Update Object in HubSpot

Overview

This action creates or updates any HubSpot CRM object, including standard objects like Contacts, Companies, Deals, and custom objects defined in your HubSpot account.

Whether a record is created or updated depends on several conditions:

Existing Object ID

If the ID field is populated with an existing HubSpot object ID, the action will update that record instead of creating a new one.

Previously Saved Record Reference

After an object has been successfully created or updated, the action stores the resulting record ID. On subsequent operations, it reuses this saved ID to continue updating the same record.

Supported Object Types

The action dynamically fetches available object types from your HubSpot account:

Object Type	Description
Contacts	Individual people in your CRM
Companies	Organizations and businesses
Deals	Sales opportunities
Tickets	Support tickets
Products	Items or services you sell
Line Items	Individual line items in deals
Custom Objects	Any custom objects defined in your HubSpot account

Configuration Steps

Step 1: Select the Action

Add a new Action by clicking the + button in the column header. Choose Action → Create or Update Object in HubSpot.

Action selection showing available HubSpot actions

Step 2: Choose Object Type

Select which HubSpot object type you want to create or update. The available types are fetched dynamically from your HubSpot account.

Object type dropdown showing available CRM objects

Step 3: Map Your Data

Map columns from your table to HubSpot object properties. Click Add field to add a new mapping, then select the HubSpot property and the table column that contains the data.

Data mapping interface with field selector

Step 4: Set Schedule (Optional)

Configure when and how often the action runs. Enable the schedule toggle and select a run interval.

Schedule configuration with interval options

How It Works

Create: If no existing object ID is provided, a new object is created in HubSpot

Update: If an object ID is provided (or reused from a previous run), the existing object is updated

Dynamic Schema: Field schemas are fetched from HubSpot, ensuring all available properties are mappable

Tips

Required fields vary by object type - check HubSpot documentation for specifics

The ID field is optional but recommended for updates

Requirements

To use this action, make sure that your HubSpot integration is properly configured.

The action relies on valid API credentials and access permissions to create or update records in your HubSpot account.

Output

After execution, the action returns:

✅ Synced - If the object was successfully created or updated

❌ Not synced - If the operation failed

Summary

This action provides a flexible way to sync any type of CRM data to HubSpot. With support for all standard and custom object types, it enables powerful data synchronization workflows between your systems and HubSpot.