CassidyAI

How to set up and use HubSpot Record Updated trigger

Run the workflow when a HubSpot record is updated. Follow these steps:

*For more information on the integration needed, visit the <a href="https://intercom.help/cassidyai/en/articles/9450864-connecting-to-hubspot" rel="nofollow noopener noreferrer" target="_blank">related article</a> in the <a href="https://docs.cassidyai.com/en/collections/9119802-integrations">Integrations collection</a>.

This trigger works for various HubSpot records, including companies, contacts, deals, and tickets. For the purpose of this help article, we will use an updated company record as an example. The process is the same for all record types. ​ In this article, we will cover how to set up a trigger for an updated HubSpot record, see the article HubSpot Record Created Trigger for how to set up triggers for newly created records.

Add a HubSpot Company Updated Trigger: Create a workflow with a HubSpot Company Updated Trigger, use an existing workflow with a HubSpot Company Updated Trigger, or change an existing workflow's trigger type to a HubSpot Company Updated Trigger.

Add HubSpot connection: If you haven't already, connect your HubSpot account to Cassidy. This will allow Cassidy to access your HubSpot records and trigger workflows based on record updates.

Add in the fields to check for changes: Specify the HubSpot fields that the trigger should monitor for changes. When any of these fields are updated in HubSpot, the trigger will activate and initiate the workflow in Cassidy. If no field is specified, changes to any field on the record will trigger the workflow.

Add filters: If you want to trigger the workflow only for specific records, click on the "Add Filter" button. This allows you to set conditions based on the record's properties. For example, you can trigger the workflow only when a company's industry is set to "Technology."

Reference the HubSpot variables: In the rest of your workflow, you can use various variables from the HubSpot Company Updated Trigger to map to corresponding HubSpot properties. This allows you to use the record data throughout your workflow.

Activate the trigger: In the HubSpot Company Updated Trigger block, click the toggle switch to turn it on.

1. Add a HubSpot Company Updated Trigger: Create a workflow with a HubSpot Company Updated Trigger, use an existing workflow with a HubSpot Company Updated Trigger, or change an existing workflow's trigger type to a HubSpot Company Updated Trigger.

2. Add HubSpot connection: If you haven't already, connect your HubSpot account to Cassidy. This will allow Cassidy to access your HubSpot records and trigger workflows based on record updates.

3. Add in the fields to check for changes: Specify the HubSpot fields that the trigger should monitor for changes. When any of these fields are updated in HubSpot, the trigger will activate and initiate the workflow in Cassidy. If no field is specified, changes to any field on the record will trigger the workflow.

4. Add filters: If you want to trigger the workflow only for specific records, click on the "Add Filter" button. This allows you to set conditions based on the record's properties. For example, you can trigger the workflow only when a company's industry is set to "Technology."

5. Reference the HubSpot variables: In the rest of your workflow, you can use various variables from the HubSpot Company Updated Trigger to map to corresponding HubSpot properties. This allows you to use the record data throughout your workflow.

6. Activate the trigger: In the HubSpot Company Updated Trigger block, click the toggle switch to turn it on.