Update Deal activity

An activity that changes a deal in HubSpot.


Update Deal activity

Configure the Update Deal activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the HubSpot tab.

    Open HubSpot tab
  3. On the HubSpot tab, drag the Update Deal activity onto your process.

    Drag Update Deal activity

General Configuration

Specifies the basic settings for the Update Deal activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Update Deal Configuration

Specifies the information to change a deal in HubSpot.

Figure: Update Deal Configuration screen

Update Deal Configuration screen

Fields

Field NameDefinition

HubSpot

Function:
Specifies the access token that connects to your HubSpot service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for HubSpot
Function of this Screen:
Configure an access token to connect to HubSpot.

Deal ID

Function:
Specifies the ID of the deal to change.

The deal ID comes from HubSpot.

Accepted Values:
A deal ID from HubSpot.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Request Mapping

Function:
Maps information about the deal from the HubSpot data model to your process schema.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper screen.

Use this screen to connect the request to the data model for your process.

Default Value:
None
Example:
Refer to: