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The HubSpot Record Created trigger starts your Workflow whenever a new record is created in HubSpot. Use it to automate follow-up on new leads, notify your team of new deals, or process new support tickets.
This trigger works for various HubSpot record types, including companies, contacts, deals, and tickets. The setup process is the same for all record types — this guide uses a new company record as an example.
1

Add a HubSpot Record Created trigger

Create a new Workflow with a HubSpot Record Created trigger, or change an existing Workflow’s trigger type. For example, select HubSpot Company Created to trigger on new companies.
Selecting the HubSpot Company Created trigger in the Workflow builder
2

Connect your HubSpot account

If you haven’t already, connect your HubSpot account to Cassidy. This allows Cassidy to access your HubSpot records and trigger Workflows based on new record creation.
HubSpot connection prompt in the trigger configuration
3

Add filters (optional)

Click Add Filter to trigger the Workflow only for specific records. Set conditions based on the record’s properties — for example, trigger only when a company’s industry is set to “Technology.”
Adding a filter condition to the HubSpot Record Created trigger
4

Reference the trigger variables

In subsequent actions, use the variable picker to insert data from the trigger. Available variables:
  • Record ID — unique identifier for the new record
  • Record Type — the HubSpot object type (Company, Contact, Deal, or Ticket)
  • Record fields — all field values from the new record (name, email, deal stage, etc.)
Variable picker showing available HubSpot record fields
5

Activate the trigger

In the trigger block, click the toggle switch to turn it on. Your Workflow will now run whenever a matching record is created in HubSpot.
Toggle switch to activate the HubSpot Record Created trigger
The HubSpot Record Created trigger does not activate for existing records. It only triggers when a new record is created after the trigger has been activated.