Connect HubSpot to your Workflows to automatically process record changes and push results back to your CRM.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.
Triggers
Record created
Start a Workflow when a new contact, deal, company, or ticket is created.
Record updated
Start a Workflow when a record field is updated.
Actions
Update record
Update fields on an existing HubSpot record.
Look up record
Search for records by field values.
Find or create record
Look up a record and create it if not found.
Create association
Link two HubSpot records together.
Remove association
Unlink two associated records.
Find associated records
Find all records linked to a specific record.