HubSpot

The HubSpot integration allows Meshes to automatically manage HubSpot contacts based on events that occur in your workspace.

Once connected, HubSpot becomes available as an action target in your rules. When a matching event is triggered, Meshes can add or remove contacts from HubSpot lists and update contact property values.

Supported Actions

The HubSpot integration supports the following actions:

• Add Contact to List Adds a contact to a specified HubSpot list.
• Remove Contact from List Removes a contact from a specified HubSpot list.
• Update Contact Properties Updates one or more properties on a HubSpot contact.

Step 1: Create a HubSpot Connection

To get started, you must first create a HubSpot connection.

1. Navigate to your workspace and open Connections
2. Click New Connection
3. Enter a name for the connection (for example, HubSpot)
4. Select HubSpot as the connection type
5. Click Connect to HubSpot

You will be redirected to HubSpot to authorize the Meshes app. After authorization is complete, HubSpot will redirect you back to Meshes and the connection will be available for use in rules.

Step 2: Create a Rule

Once the HubSpot connection is created, you can define rules that determine how contacts are managed in HubSpot.

1. Open the Rules tab for your workspace
2. Click New Rule
3. Select the Event Type that will trigger the rule (for example, Contact Created)
4. Choose the Resource Type that applies to the event
5. Select your HubSpot connection
6. Choose an action:
   • Add to List
   • Remove from List
   • Update Property
7. Select the target list or properties for the action
8. Click Create Rule

Once saved, the rule becomes active immediately.

Step 3: Send a Test Event

Meshes allows you to test rules or run one-off integrations using the Send Test Event feature.

1. Open the rule you want to test
2. Click Send Test Event
3. Provide a JSON payload that includes a valid email field
4. Click Send Event

Example payload:

{
  "email": "test@example.com",
  "first_name": "Test",
  "last_name": "User"
}

Step 4: Review Event Results

After an event is processed, you can view detailed execution results.

1. Navigate to the Events tab
2. Select the event you want to review
3. View the event status and any rules that were processed

The event details page shows:

• Event status (Completed or Failed)
• Which rules were triggered
• The HubSpot action performed
• Execution attempts and timestamps

This makes it easy to verify successful updates or troubleshoot issues.

Notes

• HubSpot lists and properties are loaded dynamically based on the connected HubSpot account.
• Contacts are identified primarily by email address.
• Property updates only affect the fields configured in the rule.
• Properties that are allowed are selectable / enumerable field types defined by the user account.