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HubSpot
HubSpot
1. Choose trigger event
Lunch Money
Lunch Money
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 "Create a New Category or Category Group" in Lunch Money.
You’re connected!
Zapier seamlessly connects HubSpot and Lunch Money, 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
Owner Id
Required
Search among deactivated owners
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 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
Name
Required
Note
Company
Contact
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
Name
Required
Description
Is Income
Exclude From Budget
Exclude From Totals
Is Group
Group Id
Archived
Child Category 1
Child Category 2
Child Category 3
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Date
Required
Amount
Required
Currency
Payee
Original Name
Category Id
Notes
Manual Account Id
Plaid Account Id
Recurring Id
Status
External Id
Custom Metadata
Tag 1
Tag 2
Tag 3
Apply Rules
Skip Duplicates
Skip Balance Update
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Force
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Force
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Format
Is Group
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get All Accounts Synced via Plaid
Retrieve a list of all synced accounts associated with the user's account.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get All Tags
Retrieve a list of all tags associated with the user's account.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Date
Required
End Date
Required
Include Exclude From Budgets
Include Occurrences
Include Past Budget Dates
Include Totals
Include Rollover Pool
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Name
Institution Name
Display Name
Type
Subtype
Balance
Currency
Balance As Of
Status
Closed On
External Id
Custom Metadata
Exclude From Transactions
To Base
Created By Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Id
Required
Update Balance
Date
Amount
Currency
Recurring Id
Payee
Original Name
Category Id
Notes
Manual Account Id
Plaid Account Id
External Id
Custom Metadata
Status
Is Pending
Is Split Parent
Is Group Parent
New Tag 1
New Tag 2
New Tag 3
Additional Tag 1
Additional Tag 2
Additional Tag 3
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use HubSpot and Lunch Money with AI agents and code
Beyond Zap workflows. Call HubSpot and Lunch Money 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 Lunch Money actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Create a New Category or Category 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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Learn how to automate HubSpot on the Zapier blog
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