Schedule by Zapier + Microsoft Exchange + HubSpot Integrations
How to connect Schedule by Zapier + Microsoft Exchange + HubSpot
Zapier lets you send info between Schedule by Zapier, Microsoft Exchange, and HubSpot automatically—no code required.
Do even more with Schedule by Zapier + Microsoft Exchange + HubSpot
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Schedule by Zapier, Microsoft Exchange, and HubSpot. And don’t forget that you can add more apps and actions to create complex workflows.
Trigger on weekends?
Should this Zap trigger on Saturday and Sunday?
Time of DayRequired
Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Day of the MonthRequired
Day of month this schedule should trigger on.
Time of DayRequired
Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Calendar
If empty, will default to your default calendar.
Time BeforeRequired
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Folder
To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
If empty, will default to your default calendar.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Folder
If empty, a contact will be created in the default Contacts folder.
First NameRequired
Last Name
Email Addresses
Microsoft allows a maximum of
THREEemail addresses when creating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when creating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when creating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Optionally, specify a name to file the contact under.
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
If empty, will search for contacts in the default Contacts folder.
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStart DateRequired
The beginning value of the query range, in UTC, in milliseconds
End DateRequired
The end value of the query range, in UTC, in milliseconds
Category
Type of task
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
If you have multiple blog domains, select the domain that the article will published on.
Article StateRequired
Choose if you want this to trigger on the creation of blog drafts or only published articles, or both.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChannelRequired
Select the channel the message is coming from.
Status
Message with a specific status. If the status isn't set, it returns message in status
success
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any company, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Please consider that trigger tracks deals which were moved to specific stage for the last 30 minutes
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_id, dealstage, pipelineLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
Due DateRequired
Event TypeRequired
Task CategoryRequired
Task StateRequired
Assigned To
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Social Media ChannelRequired
Message ContentRequired
When
A Unix timestamp in milliseconds of the time that the message should be published to the channel. If this is not included in the request, the message will be published immediately.
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
This is HubSpot's internal ID for the company
Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
This is HubSpot's internal ID for the deal
Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
This is HubSpot's internal ID for the line_item
Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
This is HubSpot's internal ID for the ticket
Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
The path of the URL on which the post will live. For example if your blog domain is "blog.example.com" and in this field you enter "my-blog-post" then your blog post will be at
http://blog.example.com/my-blog-post.Please do not enter spaces or special characters in this field; hyphens are allowed.
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
A description that goes in a <meta> tag on the page. A good meta description will drive search engine traffic to your page, so be descriptive but keep it under 300 characters.
Featured image URL
The URL of the image that the post will use as the featured image.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be removed from. Only static lists are shown here, as dynamic lists cannot be manually modified.
Contact EmailRequired
The email of the contact to be removed from the list. Note - this needs to be a contact that already exists within HubSpot.
Halt my task if contact wasn't a member of the listRequired
If contact wasn't a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Note
- It's possible to clear object property by specifying $$CLEAR$$ text in corresponded input field
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Company" search for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
HubSpot internal owner id
Search among deactivated owners
Should the owner also be searched among archived (deactivated) owners?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Company" action for the most reliable experience with your Zap.
NameRequired
A name for this company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Trigger on weekends?
Should this Zap trigger on Saturday and Sunday?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Day of the WeekRequired
Time of DayRequired
Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Calendar Event
Triggers when a new event is created in your calendar.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Email
Triggers when a new e-mail is received in your inbox.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
If empty, will default to your default calendar.
SubjectRequired
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
All Day Event?
If "true", we'll ignore the time entered in the start and end time fields. For example,
2019-03-25 6pmwould become2019-03-25.Description
Allows HTML
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
If empty, the dropdown below will only show contacts in your top level contactFolder.
ContactRequired
First Name
Last Name
Email Addresses
Microsoft allows a maximum of
THREEemail addresses when updating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when updating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when updating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
If empty, a contact will be created in the default Contacts folder.
First NameRequired
Last Name
Email
Microsoft allows a maximum of
THREEemail addresses when creating contacts.Business Phones
Microsoft allows a maximum of
TWObusiness phone numbers when creating contacts.Home Phones
Microsoft allows a maximum of
TWOhome phone numbers when creating contacts.Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Optionally, specify a name to file the contact under.
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType
Determines what the metadata field should look like
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
The list you want to check for new contacts.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Whenever this property is updated on any deal, this trigger will fire.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any ticket, this trigger will fire.
Properties to retrieveRequired
Whenever the trigger will fire, this properties will be retrieved as well as the tracked one.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Whenever this property is updated on any contact, this trigger will fire.
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
List NameRequired
The name of the list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.
Contact EmailRequired
The email of the contact to be added to the list. Note - this needs to be a contact that already exists within HubSpot. You may need to add a Create or Update Contact step before this one. Then, use the email created in that step in this field.
Halt my task if contact is already a member of the list
If contact is already a member of the list the task would not be counted against task quota, and further zap steps would not be executed.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Halt task if any associations error occurred
Operations to create the engagement and then create the requested associations are not atomic.
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
NameRequired
A name for this deal
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
This is HubSpot's internal ID for the contact
Note
Properties to retrieve:
firstname, lastname, email, company, website, mobilephone, phone, fax, address, city, state, zip, salutation, country, jobtitle, hs_createdate, hs_email_domain, hs_object_id, lastmodifieddate, hs_persona, hs_language, lifecyclestage, createdate, numemployees, annualrevenue, industryLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
This is HubSpot's internal ID for the product
Note
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Contact Email AddressRequired
This ties the event that you're triggering to a contact in HubSpot. If the contact doesn't yet exist in HubSpot, it will be created. If the contact does exist, the event will be attributed to the existing contact.
Event IDRequired
Each event that you create in the HubSpot UI will have its own unique Event ID. You must provide this Event ID to trigger the event.
Contact Value
You can use Events to keep track of the monetary value that a contact is worth to you. Any numerical amount that you provide here will be appended to the "Value" field on the contact record for the email address that you provide.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
FormRequired
Select the form that should be submitted.
Note
Following fields are used to set additional Context for Form submission
HubSpot usertoken
The tracking cookie token value used for HubSpot lead activity tracking
IP address
The IP address of the visitor filling out the form
Page name
The name or title of the page the submission happened on
Page URI
The URI of the page the submission happened on
Page ID
The ID of a page created on the HubSpot CMS
SFDC campaign ID
If the form is for an account using the HubSpot Salesforce Integration, you can include the ID of a Salesforce campaign to add the contact to the specified campaign
GoToWebinar key/ID
If the form is for an account using the HubSpot GoToWebinar Integration, you can include the ID of a webinar to enroll the contact in that webinar when they submit the form
Submission timestamp
A millisecond timestamp representing the time of the form submission
Skip validation
Whether or not to skip validation based on the form settings. Defaults to false
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
dealtype, dealname, amount, description, closedate, createdate, num_associated_contacts, hs_forecast_amount, hs_forecast_probability, hs_manual_forecast_category, hs_next_step, hs_object_id, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
createdate, description, name, price, tax, hs_lastmodifieddateLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
EmailRequired
Permanently unsubscribe an email address from all emails.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for HubSpot are located here https://developers.hubspot.com/docs/api/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
- Please note that this search is using deprecated version of the API and will be removed in a near future.
- Please switch to "Find Deal" search for the most reliable experience with your Zap.
NameRequired
A name for this deal
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
The object type that you want the pipelines for.
Pipeline IdRequired
The pipeline that contains specific stage.
Stage IdRequired
The pipeline stage that you want the details for.
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Properties to retrieve:
name, domain, industry, about_us, phone, address, address2, city, state, zip, country, website, type, description, founded_year, hs_createdate, hs_lastmodifieddate, hs_object_id, is_public, timezone, total_money_raised, total_revenue, owneremail, ownername, numberofemployees, annualrevenue, lifecyclestage, createdate, web_technologiesLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
- Please note that this action is using deprecated version of the API and will be removed in a near future.
- Please switch to "Create Deal" action for the most reliable experience with your Zap.
NameRequired
A name for this deal
Note
- During action testing step Zapier will call your portal API, which will create/update some instance(s)
- Also, it could cause error(s) in case of using fake identifiers, in such cases we recommend to use SKIP TEST button
Company
List of companies to associate with
Contact
List of contacts to associate with
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
name, description, price, quantity, amount, discount, tax, createdate, hs_object_id, hs_product_id, hs_images, hs_lastmodifieddate, hs_line_item_currency_code, hs_sku, hs_url, hs_cost_of_goods_sold, hs_discount_percentage, hs_term_in_monthsLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Properties to retrieve:
subject, content, source_type, createdate, hs_pipeline, hs_pipeline_stage, hs_resolution, hs_ticket_category, hs_ticket_id, hs_ticket_priority, hs_lastmodifieddate, hubspot_owner_id, hubspot_team_idLearn more about object’s properties
Specify here a list of additional properties to retrieve
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Schedule by Zapier + Microsoft Exchange + HubSpot Integrations Work
- Step 1: Authenticate Schedule by Zapier, Microsoft Exchange, and HubSpot.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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