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 an updated company record as an example.
Add a HubSpot Record Updated trigger
Create a new Workflow with a HubSpot Record Updated trigger, or change an existing Workflow’s trigger type. For example, select HubSpot Company Updated to trigger on company updates.
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 record updates.
Add fields to check for changes
Specify which HubSpot fields the trigger should monitor. When any of these fields are updated, the trigger activates and starts the Workflow. If no field is specified, changes to any field on the record will trigger the Workflow.
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.”
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 updated record
- Record Type — the HubSpot object type (Company, Contact, Deal, or Ticket)
- Record fields — all field values from the updated record (name, email, deal stage, etc.)
