Update HubSpot record

Add an Update HubSpot Record action

In the Workflow builder, click the + button between existing blocks. Select Update HubSpot Record from the action list.

Connect your HubSpot account

If you haven’t already, connect your HubSpot account to Cassidy. This allows Cassidy to access and update your HubSpot records.

Rename the action (optional)

Enter a more descriptive name to make the action easier to reference as a variable later.

Select the record type

Choose the HubSpot object type you want to update: Companies, Contacts, Deals, or Tickets.

Define search criteria

Under Fields to search by, click Add Condition to locate the specific record to update (maximum of 1 record). Select the field to search on, choose an operation (equals, contains, etc.), and enter the value to match. You can add multiple conditions combined with an AND operator. Use variables from the trigger or previous steps to match dynamically.

Map fields to update

Under Fields to update, click + Add Field, select the HubSpot field to update, and map the new value from a variable or hardcoded text. Repeat to update multiple fields. Click the trash icon to remove a mapped field.