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HubSpot
HubSpot
1. Choose trigger event
Dex
Dex
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Contact to Group" in Dex.
You’re connected!
Zapier seamlessly connects HubSpot and Dex, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Group ID
Required
Contact ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text
Due Date
Required
Contact Emails
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Required
Event Time
Required
Contact Emails
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Job Title
Description
Company
LinkedIn
Twitter
Facebook
Instagram
Website
Birthday
Email
Phone Number
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Custom Field ID
Required
Text Value
Date Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
First Name
Last Name
Job Title
Company
Description
LinkedIn URL
Twitter Handle
Facebook URL
Instagram Handle
Website
Starred
Archived
Keep in Touch Frequency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Group Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Required
First Name
Last Name
Job Title
Description
Company
LinkedIn
Twitter
Facebook
Instagram
Website
Birthday
Email
Phone Number
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Tag Name
Required
Color
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use HubSpot and Dex with AI agents and code
Beyond Zap workflows. Call HubSpot and Dex actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and Dex actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Add Contact to Group
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect HubSpot and Dex to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate HubSpot on the Zapier blog
Make work flow with AI
Level up your HubSpot to Dex integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + Dex integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Dex
How do I set up the HubSpot and Dex integration?
Setting up the integration between HubSpot and Dex is straightforward. First, ensure you have an account with both platforms. Then, navigate to our app dashboard, select 'Create Zap', and choose HubSpot as your trigger app. You'll be prompted to select a specific trigger—such as 'New Contact in List' or 'Updated Deal Stage'. Next, select Dex as your action app and choose what action should occur when the trigger happens, like 'Create New Entry' or 'Update Contact Information'. Once both are configured, test the Zap to ensure it's working correctly.
What triggers are available for the HubSpot-Dex integration?
Our integration supports a variety of triggers that originate from HubSpot. Some key triggers include 'New Form Submission', 'Contact Property Change', and 'Deal Stage Change'. These triggers allow you to automate certain actions in Dex based on activities in HubSpot.
Can I update contacts in Dex automatically when there's a change in HubSpot?
Yes, you can set up an automation where any change in a contact's information within HubSpot (like updates to their email or phone number) will automatically update their corresponding entry in Dex. This is done by setting the relevant trigger in HubSpot (e.g., 'Contact Property Change') and linking it to an appropriate action in Dex (e.g., 'Update Contact Information').
Are there any actions specific to deals that can be automated between HubSpot and Dex?
Certainly! You can automate actions related specifically to deals. For instance, when a deal's stage changes in HubSpot (using a trigger like 'Deal Stage Change'), it can automatically create or update entries related to that deal in Dex.
Is it possible to sync form submissions from HubSpot into Dex?
Absolutely, whenever there's a new form submission on HubSpot, this information can be passed over into Dex automatically. You can use the 'New Form Submission' trigger on HubSpot and link it with an action such as 'Create New Entry' on Dex.
How do I troubleshoot if my integration between HubSpot and Dex isn't working properly?
First, verify that all credentials for both platforms are correct. Then check if you've selected the correct triggers and actions matching your automation goals. Ensure your Zap is turned on and try re-testing it using sample data available at each step within our system.
Can we delay certain actions from taking place immediately once a trigger happens? If yes, how?
Yes, there's an option within our system to introduce delays between the time a trigger occurs (like receiving a new contact) and when an action is executed (such as updating records). This can be set up by adding a delay step during the Zap configuration process.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
