Update Contact (HubSpot) activity

An activity that changes a contact in HubSpot.


Update Contact activity

Configure the Update Contact 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 Contact activity onto your process.

    Drag Update Contact activity

General Configuration

Specifies the basic settings for the Update Contact 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

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Update Contact Configuration

Specifies the information to change a contact in HubSpot.

Figure: Update Contact Configuration screen

Update Contact Configuration screen

Fields

Field NameDefinition

HubSpot

Description:
Specifies the access token that connects to your HubSpot service.
Allowed 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.

Contact ID

Description:
Specifies the ID of the contact to change.

The contact ID comes from HubSpot.

Allowed Values:
A contact ID from HubSpot.
Default Value:
None
Accepts 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

Description:
Maps information about the contact from the HubSpot data model to your process schema.
Allowed 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: