> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update HubSpot record

> Update fields on an existing HubSpot record from a Workflow action.

The Update HubSpot Record action updates one or more fields on an existing HubSpot record. Use it to push AI-generated summaries back to the CRM, sync deal notes, or update contact information based on Workflow results.

<Steps>
  <Step title="Add an Update HubSpot Record action">
    In the [Workflow builder](/workflows/building), click the **+** button between existing blocks. Select **Update HubSpot Record** from the action list.

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-0.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=229461599161183aa85a444e2d9c580d" alt="Clicking the plus button to add a new action in the Workflow builder" width="700" height="271" data-path="images/reference/update-hubspot-record-img-0.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-1.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=165c6048302908b8e14f53f6a2cfd6dd" alt="Selecting the Update HubSpot Record action from the action list" width="636" height="429" data-path="images/reference/update-hubspot-record-img-1.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-2.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=b2a1749663fd0eab8bdbc30339a9c0d7" alt="HubSpot connection prompt in the action configuration" width="634" height="573" data-path="images/reference/update-hubspot-record-img-2.png" />
    </Frame>
  </Step>

  <Step title="Rename the action (optional)">
    Enter a more descriptive name to make the action easier to reference as a variable later.

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-3.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=4f36d4b26bab3424411d85287bd5aa87" alt="Renaming the Update HubSpot Record action" width="639" height="127" data-path="images/reference/update-hubspot-record-img-3.png" />
    </Frame>
  </Step>

  <Step title="Select the record type">
    Choose the HubSpot object type you want to update: **Companies**, **Contacts**, **Deals**, or **Tickets**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-4.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=5ad68d7200718aaecef9ea3e11a2f745" alt="Selecting the HubSpot object type to update" width="609" height="140" data-path="images/reference/update-hubspot-record-img-4.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-5.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=11edad6533d393ad373698aa92f150d9" alt="Defining search criteria with field conditions to find the record" width="612" height="419" data-path="images/reference/update-hubspot-record-img-5.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-6.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=52e95ca622e4547e0a6c1331a02bb5a6" alt="Mapping fields and values to update on the HubSpot record" width="635" height="366" data-path="images/reference/update-hubspot-record-img-6.png" />
    </Frame>
  </Step>
</Steps>

## Sample output

<Frame>
  <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-7.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=0f0969e9dd45356d8cf25df589b72ba7" alt="Sample output showing the updated HubSpot record" width="619" height="733" data-path="images/reference/update-hubspot-record-img-7.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/cassidy/S3C8nlCeFAZnY2mJ/images/reference/update-hubspot-record-img-8.png?fit=max&auto=format&n=S3C8nlCeFAZnY2mJ&q=85&s=7258a9b8d071573a29dc6b9f4b879372" alt="Sample output showing updated field values" width="840" height="310" data-path="images/reference/update-hubspot-record-img-8.png" />
</Frame>

## Related

* [Look Up HubSpot Record](/integrations/hubspot/look-up-record)
* [Find or Create HubSpot Record](/integrations/hubspot/find-or-create-record)
* [HubSpot Record Updated trigger](/integrations/hubspot/record-updated-trigger)
* [HubSpot for Workflows](/integrations/hubspot/workflows)
