Node: Create/Update HubSpot Contact
How to use the node that syncs contacts to HubSpot by email from your workflows or board automations.
The Create/Update HubSpot Contact node syncs a contact into your connected HubSpot account, using email as the matching key: if a contact with that email already exists it gets updated, otherwise a new one is created. It's available both in Boards automation (Projects) and in Workflows.
When to use it
- When a Projects card moves to "Done"/"Won" and you want that customer reflected in HubSpot.
- When a CRM deal closes and you need your external HubSpot kept in sync.
- As a step in an omnichannel campaign that also feeds HubSpot for marketing.
Requirements
- An active HubSpot integration connected to the workspace (Settings → Integrations). Without one, the node fails soft (error branch) and never breaks the workflow.
- A valid contact email — the only required field and the upsert key.
Configuration
- Email (required): the lookup/creation key.
- First name, Last name, Phone, Company: optional, only sent when filled in.
Example
Board automation "Sales": when a card moves to the "Won" group → Create/Update HubSpot Contact node with email={{$deal.contact.email}}, firstname={{$deal.contact.first_name}}, company={{$deal.company.name}}.
Tips
- The upsert key is email — two HubSpot contacts sharing an email are treated as the same record.
- The node stamps the integration's last-sync timestamp every time it runs successfully.
Troubleshooting
- "No HubSpot integration connected": connect HubSpot under Settings → Integrations.
- "Missing contact email": the email field arrived empty — check the variable you're mapping.
- "HubSpot search/upsert failed" error: usually a scopes/permissions issue on the connected HubSpot app; reconnect the integration.
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